Blog Archives

Ann Griffith, JD

Ann Griffith, JD

Ann Griffith brings over 35 years of multifaceted experience in financial compliance and regulatory leadership to her role as Compliance Consultant at Goldstone Financial Group. Her career spans 15 years as a strategic consultant, 11 years in-house at top-tier financial…

Ian Meiksins, MBA, IACCP®

Ian Meiksins, MBA, IACCP®

Ian Meiksins brings a decade of dedicated experience in compliance and regulatory consulting for Registered Investment Advisors (RIAs). As co-founder and former President of Key Bridge Compliance, LLC, Ian led the firm’s HR, finance, and operational strategy, helping RIAs nationwide…

Steve LaPointe

Steve LaPointe

Stephen LaPointe serves as Chief Operations Officer, overseeing day to day operations, including portfolio administration, billing, reporting, technology platforms, vendor management, and operational risk controls. With over 20 years of experience in investment and wealth management operations, Stephen has led multi- office-back-office…

Matthew Rice, CFA, CAIA

Matthew Rice, CFA, CAIA

Matthew Rice is a Chartered Financial Analyst® that serves as Chief Investment Officer at Goldstone Financial Group, where he oversees the firm’s investment strategy and portfolio management for clients nationwide. With nearly 30 years of experience and a career spanning…

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