Jonathan Harris, CHFC
jharris@bpwealthmgt.com
Jonathan entered the investment business in 1989 working for The Equitable, becoming a regional manager in 1994. He established Black Point Wealth Management, Inc. in 1999 and is currently managing director of the firm. Jonathan, specializes in all aspects of Wealth Management and Qualified Plans. He holds a Chartered Financial Consultant (CHFC) designation from The American College and holds FINRA series 7, 6, 24, 65 and 63 securities registrations.
Jonathan and his wife Elizabeth live in Portsmouth, Rhode Island with their two children.
Jeannie B. Spiro
Director of Group Benefits
jeannie.spiro@blackpointfinancial.com
Jeanne has over sixteen years of experience in the health care industry and holds her life and health insurance license. She is well versed in all group benefits including: health, dental, life, disability and voluntary insurance. Jeanne gained a great deal of her experience in Management and Account Management from positions held at United Health Care, Blue Cross Blue Shield Rhode Island and private brokerage firms.
Jeanne lives in Portsmouth, Rhode Island with her husband, Andrew and their two children. She is the Vice President of the Portsmouth Youth Soccer Association and the Director of the Portsmouth Invitational Soccer Tournament.
Rachael DuFault
rdufault@bpwealthmgt.com
Rachael, joined Black Point Wealth Management in February 2005 as an Advisor's Assistant and life insurance specialist, she previously worked for a large regional bank in the investment services department. She holds insurance licenses in Rhode Island and Massachusetts and FINRA series 6 and 63 securities registrations.
James Conlon, Jr.
jconlon@bpwealthmgt.com
Jim joined Black Point Wealth Management in September of 2000. He brings with him over 30 years of small business ownership experience. His focus is helping the principals and employees of closely held businesses meet their financial goals. Jim graduated from the University of Notre Dame with a Business Administration Degree majoring in Accounting. He also holds an MBA in Finance/Marketing from Suffolk University. He has earned his FINRA Series 7, 65, 63, and 6 securities licenses and is a current CFP candidate. Jim spends his spare time with his family, touring on his high tech bike and playing golf.
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