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About
Richard F. Carolan, Jr. is Co-President and Financial Advisor at Blue Fin Capital, Inc., an independent, SEC-registered investment advisory and wealth management firm headquartered in Warren, Rhode Island. In this role, he and his team deliver comprehensive financial and investment advice, focusing on personalized wealth management for high-net-worth individuals and families—offering services that include investment management, asset allocation, and long-term financial planning. The firm is recognized for its client-centric approach, measuring success by client satisfaction and the preservation and enhancement of client wealth.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Blue Fin Capital Inc | Co-President and Financial Advisor | Feb 1996 to Present | Deliver comprehensive financial advice and investment management to affluent individuals and families. |
| Carolan & Co., Inc., | Investment Analyst | Sep 1994 to Aug 1996 | Investment Analyst for Carolan & Co., Inc., a regional broker dealer (and FINRA member firm) specializing in municipal bonds. |
| Fleet Bank | Banking Officer | May 1993 to Jul 1994 | Banking Officer on the trading desk in Fleet's Treasury Department. |
| Fleet Bank | Senior Credit Analyst | Sep 1990 to Apr 1993 | Senior Credit Analyst with Fleet’s Leasing Division |
Education
Brown University
Bachelor of Arts - BA
1985 — 1990
Others at Blue Fin Capital, Inc. (1)
| Name | Role | Location |
|---|---|---|
M Mars Bishop | Co-President and Financial Advisor | Providence, RI , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Vice President and Firm Principal | Lincoln Capital Corp. | Providence, RI , United States |
