Joan Caine is a Chartered Financial Analyst® and has been in the investment management business for over 35 years. She currently manages portfolios for institutional and high net worth individuals at PARSONS CAPITAL MANAGEMENT. With her knowledge of the institutional and retail investment worlds, Joan provides personalized investment advice. “I believe it is important that my clients become engaged and informed on the wide range of investment options available,” says Joan, “so that we can confidently develop a customized and efficient investment strategy best suited to their individual needs, goals, and risk tolerance.”
Beginning her career as a NASDAQ analyst, Joan later managed a bond fund for a deferred compensation plan provider established by the Ford Foundation. She then served as the Chief Investment Officer for the State of RI’s Treasury Department managing
thestate’s$7billionpensionplan.Joan’s community service included serving on boards for Providence Public Library, RISD Museum Associates, and VNA Care New England. Currently, Joan serves on Lifespan’s Investment Committee.
10 Weybosset Street, Suite 1000, Providence, 401-521-2440, ParsonsCapital.com
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