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Marcin Krolikowski, PhD, CFA

Marcin Krolikowski, PhD, CFA

Assistant Director of Investment Strategy.   Associate Professor of Finance - Providence College.   Past President - CFA Society Providence.   Al and Marcin work closely together to provide our clients with the best portfolio strategies.


Other Unaffiliated Resources*

Not pictured is Bill Rambo, Founder/Partner at What's Next 4 Financial Advisors   Bill and his team provide us with high level practice development services. Bill has assisted us in continuing to focus on the needs of our valued clients and forming best practices to ensure a high level of client satisfaction.

*services offered independent of Osaic