Our Qualifications

Simone M. Gladstone, CFP®

Educational Background:

Bachelor of Arts, Gonzaga University, 1987
Certificate in Financial Planning, Merrimack College, 2000

Business Experience:

Managing Member & Investment Adviser Representative at Compass Rose Strategic Partners LLC: 10/2012 – Present

Registered Representative at Triad Advisors, LLC.:  10/2012 - Present

Certified Financial Planner, Vice President – Wealth Management Senior Investment Management Specialist at Morgan Stanley Smith Barney: 07/2000 – 10/2012

 

Certified Financial Planner, Assistant Vice President at Merrill Lynch:
12/1991 – 07/2000

Captain, 1207 Transportation Company Commander at United States Army/Rhode Island National Guard: 1983 – 1998

Simone Gladstone has no disciplinary actions agaisnt her.
 

Lynn T Cravinho, JD, CPA

Educational Background

Bachelor of Science, Magna Cum Laude, Providence College, 1990
Juris Doctor, Western New England College School of Law, 1993

Business Experience:

Managing Member, Chief Compliance Officer & Investment Adviser Representative at Compass Rose Strategic Partners LLC: 10/2012 - Present

Registered Representative at Triad Advisors, LLC.: 10/2012 - Present

Registered Representative, Investment Adviser Representative at Morgan Stanley Smith Barney: 02/2008 - 10/2012

Principal/Partner at O’Brien, Shafner, Stuart, Kelley, Morris, P.C: 01/2003 – 01/2008

Associate at O’Brien, Shafner, Stuart, Kelley, Morris, P.C: 03/1997 – 01/2003

Senior Tax Consultant at PricewaterhouseCoopers: 03/1995 – 03-1997

Tax Associate at PricewaterhouseCoopers: 08/1993 – 03-1995

Lynn Cravinho has no disciplinary actions against her.

 

 

 

                                                             Mercedes Lane

                                                             Client Services Manager

                                                             Registered Assistant

 

                                                             Stefanie Lafaille

                                                             Administrative Assistant