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
Jeannie began her career in 1989 and gained extensive industry experience through her positions held in account management and management at United Health Care, Blue Cross Blue Shield of Rhode Island and a private brokerage firm. Jeannie joined Black Point Financial, Inc. in 2005 to manage the Group Benefits Department. She holds her life and health insurance license and is well versed in all group benefits including: health, dental, life, disability and voluntary insurance. Jeannie is an expert in Wellness Coaching and enjoys working with individuals and corporations to maximize health and company cost containment. Jeannie lives in Portsmouth, Rhode Island with her husband, Andrew and their two children.
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.
Christy Raines
craines@bpwealthmgt.com
Christy began her career in financial services working in the Private Wealth Management division of Goldman Sachs in Philadelphia, PA. Seeking to be an independent advisor and working with a variety of clients, Christy departed Goldman and moved to Boston, MA, where she focused on the due diligence and research of investment managers while obtaining the CFP® certification.
Prior to working in the financial services industry, Christy was an auditor in financial services for PricewaterhouseCoopers in Chicago, IL. Christy graduated from the University of Notre Dame with a degree in Accountancy. She was also a Division I Varsity Rower at Notre Dame.
Christy's acquired industry registrations, certifications, and appointments include: - CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary®
- General Securities Registered Representative (FINRA Series 7)*
- NASAA Uniform Combined State Law (FINRA Series 66)*
- Investment Adviser Representative*
- Life, Health & Variable Life Insurance License
- LTC Partnership Certification
*Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
Christy is married to Major Chris Raines, USAF. They spend much time outdoors cycling, running, skiing, snowshoeing, hiking, mountain biking, and competing in all sorts of races and competitions. Christy and Chris live in Newport.
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