Investment Advisory Group

Andy joined Corrigan Financial in April 2011 and is a shareholder in the firm as well as our Chief Compliance Officer. He is an Investment Advisor, a Certified Financial Planner® (CFP®) and a Certified Investment Management Analyst (CIMA®). He holds a Master of Business Administration degree from Babson College and a Bachelor of Science in Finance from Boston College’s Carroll School of Management. Andy has passed the Series 6, 24, 63 and 65 license exams. Andy previously was employed as Vice President, Executive Relationship Manager with New York Life Investments. He is a member of the Financial Planning Association of Rhode Island and a member of the American Diabetes Association New England Office.

Dan joined CFI in September, 2015. He is an Investment Advisor and a Certified Investment Management Analyst (CIMA®). Dan holds a Bachelor of Science in Finance from Stonehill College (2011) and has passed the FINRA Series 65 exam. He was previously employed at Morgan, Lewis & Bockius, LLP. Dan currently serves on the board of directors of the Newport County YMCA.

Sarah joined Corrigan Financial in March 2004. She is the Manager of Investment Operations and is a shareholder in the firm. Sarah has passed the Series 65 exam. She holds a Bachelor of Arts degree in Elementary Education and History from the University of Rhode Island. She previously was employed by the Middletown School District and by Tuition Management Systems. Sarah is the treasurer of the Portsmouth Youth Football Association, Chair of the Grants Committee for the Newport Public Education Foundation, and on the board of the Harold Kanovitz Foundation.

Sean joined Corrigan Financial, Inc. in April 2022. He holds a Bachelor of Science in Business Administration (1993) from Georgetown University and received the CFP® credential in 2020. Sean was previously employed as Institutional Sales Trader at Virtu Financial, Inc. (formerly KCG). In 2022, Sean also earned his CIMA® designation.

Juan joined Corrigan Financial in September 2019 as an Associate Investment Advisor. He holds a Bachelor of Science in Global Business & Economics from Salve Regina University. Juan was previously employed by BankNewport.

Alex joined CFI in 2022 as Associate Investment Advisor. He holds a Master of Business Administration (2022) and a Bachelor of Science in Finance (2021) from Quinnipiac University.

Andrea joined Corrigan Financial in February 1990 and is a shareholder in the firm. She is an Investment Associate. Andrea is a graduate of Katharine Gibbs School and previously was employed by the accounting firm of Rooney, Plotkin and Willey, CPAs. Andrea serves on the board of the Middletown Beach Commission. 

Adriane joined CFI in March, 2024 as Associate Investment Advisor. She holds an Associate in Liberal Arts from Community College of Rhode Island (2014). Adriane was previously employed as Healthcare Financial Specialist with Rhode Island Hospital.