JOHN J. RILEY
President & Chief Investment Strategist

OPERATIONS:
Kara Kelleter
Providence Office Manager
Donna Stiness
Administrative Manager
Desiree Dube
Administrative Assistant

INVESTMENT POLICY COMMITTEE:
Michael Curtis

INVESTMENT ADVISORS:
Bennett J. Bergman
Robert W. Griffin, CFP®
Robert Gilmore
Jeffrey Knight
Richard Knight
Raymond Jeffs, CPA

CANTELLA& CO
Broker/Dealer

NATIONAL FINANCIAL SERVICES
Custodian

Cantella & Co., Inc
Broker/Dealer

To handle all client back office support John chose the Broker/Dealer, Cantella & Co. Cantella has built their business around the belief that it’s not enough to simply meet your expectations. Their goal is to exceed them. They have been helping investors since 1952. The back office employees that support your account average over ten years of experience in the financial services industry.

Experience the
CIS DIFFERENCE

Meet Your
INVESTMENT TEAM

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