SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Top row, left to right: JOHN H. MULLEN; JOHN B. TREVOR IV, CFP ®; C. BATEMAN PARSONS; ROBERT W. PARSONS; J. GEDDES PARSONS; PETER M. HUNT.
Bottom row, left to right: DAVID VON HEMERT, CFA; EDWIN G. FISCHER JR.; RUTH K. MULLEN; JOAN M. CAINE, CFA; GREGORY J. LAVINE, CFA, CFP ®; ANDREW E. SNAPE.
PARSONS CAPITAL MANAGEMENT A TRADITION IN MONEY MANAGEMENT
Parsons Capital Management was founded in 1993 by Bob and Ged Parsons with a vision of building an investment firm grounded in experience, personal relationships and a high-level of client service. More than three decades later, that commitment continues to guide the firm’ s approach. What began with approximately $ 60 million in assets under management in 1994 has grown to more than $ 2 billion as of Dec. 31, 2025, making PCM one of the largest independently owned investment management firms in the region.
PCM serves individuals, trusts, foundations, institutions and retirement accounts through a personalized approach built around each client’ s financial goals and
long-term objectives. Their investment professionals bring collective experience across numerous market cycles, combining in-depth market analysis with thoughtful guidance and a deep understanding of clients’ evolving needs. Their experience gives them the ability to advise clients on matters beyond their immediate investment strategies to their overall financial ambitions, goals and philanthropic missions.
Deeply rooted in the Rhode Island community, Parsons Capital maintains its headquarters in Providence and has expanded with offices in Hobe Sound, Florida, and Denver, Colorado. While
the firm has grown significantly over the years, its focus on relationships, thoughtful advice and personalized service remains unchanged.
40 Westminster St., Suite 400 Providence, RI 401-521-2440 parsonscapital. com
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and have the potential for profit or loss. There can be no assurance that the future performance of any specific investment / investment strategy, including those recommended by PCM, will be profitable or equal any historical performance level. PCM is neither a law firm, nor a certified public accounting firm.
132 RHODE ISLAND MONTHLY I AUGUST 2026