Meet the Team

At our firm, we have the client—and only the client—in mind.

All of our key credentialed financial professionals have family and close friends who practice medicine. They have worked closely with them and others like them over two decades to optimize and elevate their financial situation. Given our close relationships to MDs, PhDs, RNs, NPs, specialists and others spanning the medical field, we recognize that their financial planning needs and strategies are unique. Consequently, we have tailored Physician Focused Finance as a resource to help individuals like you in this field as we have for those people we hold dear. While we have meaningful relationships with some of the top professionals in the investment world, we also boast an in-house investment team—which most firms don’t have—to cater to your needs and stimulate your growth. Each member of Physician Focused Finance is uniquely skilled to amplify results.

Rulla Nehme Pontarelli CFP®, ChFC®, CASL®, our Managing Partner, is a Certified Financial Planner^TM with over 20 years of experience. She has won countless awards for her work in the financial industry and has grown to be one of the top financial advisors in Rhode Island, and other partner companies nationally.

Al Cumplido, CFA®, "As the chair of our Investment Advisory Board, I gather a diverse group of investment thought leaders, CFA Charter Holders, PhDs, Portfolio Managers and other high-level investment professionals from across the country."

Marcin Krolikowski, PhD, CFA® is our Co-Head of Investment Strategy and teaches corporate finance and investments at both undergraduate and MBA levels.

Marcin is quoted as saying "My passion for finance and its ever-changing nature drives me to solve the puzzle that the industry presents. I excel in remaining rational even in volatile markets and strive to provide direct and accurate answers to client inquiries."

Rulla Nehme Pontarelli CFP®, ChFC®, CASL®

Managing Partner & Certified Financial Planner™

401-691-4150

Al Cumplido, CFA®

Director of Investment Strategy

401-691-4150

Marcin Krolikowski, PhD, CFA®

CFO of Investment Research

401-691-4150

Samantha Crompton

Director of Operations

401-691-4150

Andrea Levigne

Executive Assistant & Operations Manager

401-691-4150

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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