Carolyn Tadamala joins Spinnaker Asset Management

She comes to the financial services company with a world of  experience. 

In helping to build a solid foundation for their continued growth, the Warwick-based Spinnaker Asset Management has announced the hiring of Carolyn Tadamala as their newest Financial Advisor.

In this capacity, Tadamala will assist clients with their retirement and allocate resources in hopes of generating additional income to help them attain their long-term goals. 

Spinnaker President Ronald Kent, Jr., said it was her knowledge of business both locally and abroad that set her apart.

“Carolyn comes to our firm from the vantage point of working in the financial services industry and being an International small business owner,” said Kent. “She will be instrumental in understanding clients’ needs and issues from their standpoint. We look forward to having her join our firm.”

Spinnaker Asset Management hired Lisa Picillo in a similar  position about one year ago. Along with Kent, there are three Financial Advisors on staff.

Tadamala has a world of experience…literally. After graduating from Loyola University, she moved back to her native India and founded her own bakery, Eclaire Bakery, where she also served as head chef. Before that, she worked for several years as Superintendent and Residential Director for The Rock Foundation. There, she formed and created numerous revenue streams to help students have the resources necessary to increase student graduation rates.

Upon returning to the United States, she worked at Santander Bank, N.A., as a Relationship Banker for over a year and as a Financial Advisor for Merrill Lynch, both located in Providence, before coming on board at Spinnaker Asset Management. 

“I’m looking forward to working with Ron and Lisa and am excited to help grow the firm,” Tadamala said. “My years of aiding people both locally and overseas has prepared me for this job.”

Kent said the recent worldwide events mean more uncertainty and opportunities to make important decisions.

“The market is fluctuating daily, and with the pandemic throwing a monkey wrench into the mix, people are concerned that their investments are not going to be there when they want to use them,” he said. “We see the market indicators and can adjust to make the most of a difficult situation.”

Spinnaker Asset Management, located at 400 Commonwealth Avenue, #7, in Warwick, works to ensure their clients’ money and other assets are working to maximize their investments.

For more details about their services and products, please call them at 401-884-3210. Additional information about the firm may be found by visiting www.spinnakerassetmgt.com. 

This press release is distributed for general informational purposes only and is not intended to constitute legal, tax, accounting or investment advice. No part of this newsletter nor the links contained therein is a solicitation or offer to sell investment advisory services except where applicable in states where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this newsletter is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeliness, accuracy or completeness of this information and the information presented should not be relied upon as such. All investments involve risk of loss, including the possible loss of all amounts invested, and nothing within this newsletter should be construed as a guarantee of any specific outcome or profit.

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