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JR Romano elevated to partner at TrinityPoint Wealth


Milford, CT January 13, 2023

TrinityPoint Wealth is pleased to announce that effective January 1, 2023, JR Romano has been elevated to a partner at the firm. JR is a forward-thinking and conscientious professional who is proficient in uncovering opportunities and creating solutions for the clients he so passionately serves. He leverages an innovative, collaborative, and value-driven approach while working with clients from individuals and families to institutions, and he is determined to help them realize their financial goals.

“JR has been an invaluable member of our team since he joined us. His dedication, hard work, and great attitude has allowed him to become a partner at TrinityPoint,” said Jim Betzig, Partner and CEO. “JR is an integral part of the future leadership of the firm.”

Prior to joining TrinityPoint Wealth, JR was a leader in many large non-profit organizations. His experience in sales, entrepreneurship and community engagement provides him a significant advantage in his role here. JR’s ability to work collaboratively with many non-profits on their endowments has permitted him to become a natural extension of their finance committee.

About TrinityPoint Wealth

TrinityPoint Wealth is an investment advisory firm based in Milford, CT and Charlotte, NC. Our independent investment firm is founded by a team of fiduciary advisors, who have more than 100 years of combined financial experience. No matter your goals or circumstances, we will work tirelessly on your behalf, providing value-added services, highly personalized attention and solutions customized for your unique objectives. For more information, please visit: www.TrinityPointWealth.com

Media Contact: Alisa White Marketing Director alisa@trinitypointwealth.com 203-693-8512


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