WhaleRock Point Partners announces Richard Cavanagh appointed to Investment Advisory Committee of the Catholic Foundation of Rhode Island
June 18, 2013 (PRLEAP.COM) Business NewsWhaleRock Point Partners, a Providence wealth management firm, is proud to announce that Partner Richard Cavanagh has been appointed to the Investment Advisory Committee of the Catholic Foundation of Rhode Island. Mr. Cavanagh is a Portfolio Manager with over 25 years of experience in finance and holds the professional designations of Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).
"I am pleased to have the opportunity to serve the community by helping the Foundation carry out its mission of service to Rhode Islanders. The endowment fund is an important resource and I hope to help it continue to grow and enable the Diocese carry out its important work."
Mr. Cavanagh is currently a Board member and Past President of both Justice Assistance and the Providence Society of Financial Analysts. He previously served on the Boards of the Skate for Joy Foundation and the Providence Children's Museum.
The Catholic Foundation of Rhode Island is a nonprofit corporation established in 1983 to provide a means for individuals and organizations to ensure long-term financial stability for charitable, religious and educational institutions of the Diocese of Providence.
A Board of Governors, comprised of church, civic and business leaders, advises the Foundation. The Board's efforts are directed toward the wise and sound management of the Foundation's assets with spiritual leadership and guidance from the Bishop of Providence.
The mission of the Catholic Foundation of Rhode Island is to procure and build endowment funds while serving as a permanent organization for the management and administration of funds given to the Diocese of Providence. The Foundation assists individuals and organizations with responsible Christian stewardship for the preservation and promotion of the Roman Catholic Church in Rhode Island.
WhaleRock Point Partners, LLC is an SEC registered investment advisory firm founded in 2006 in Providence, Rhode Island. It serves clients throughout the United States, including high net worth individuals, families, foundations, endowments and institutions, and manages over $500 million in assets.