Three finance executives launch new
wealth-management firm in Providence

PROVIDENCE – The city’s wealth-management sector has a new player: Napatree Capital LLC, which describes itself as “an independent investment-management and wealth advisory boutique.”

Napatree recently announced its opening at The Foundry corporate office park near downtown, west of Interstate 95.

The firm was founded by a trio of investment and wealth-management professionals: Jeff Liguori, who serves as managing director, and Jim Maynard and Peter Miniati, both serving as managing directors of wealth planning. In addition, Jody Cullinane serves as director of client relations.

“Integrating wealth planning and investment management is central to our practice,” Liguori said. “The process helps us understand the unique circumstances of each client, and our goal is to develop solutions that grow and preserve their wealth.”

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Liguori previously was managing director and chief investment officer for Hartford, Conn.-based Olson Mobeck Investment Advisors, helping the firm to grow revenue by 40 percent over three years. Before that, he managed more than $300 million in assets for Washington Trust Wealth Management, according to Napatree.

Maynard has more than 30 years of banking experience, most recently as management director for SVB Financial Group. Under his leadership, SVB grew from a small business with 13 employees to a company with 2,300 employees and $9.5 billion in market capitalization, according to Napatree.

Miniati has 25 years of wealth planning and business-development experience, most recently with Washington Trust Wealth Management as a senior planning officer. Over his 14-year career there, he was responsible for generating more than $1 billion in investable client assets, according to Napatree.

Cullinane has 20 years of private-wealth management experience. A graduate of Merrimack College in Massachusetts, she previously was a financial consultant for Charles Schwab & Co.

Scott Blake is a PBN staff writer. Email him at Blake@pbn.com.