Andy Parsons

Corrigan Financial, Inc. (CFI) is an independent, SEC-registered investment advisor headquartered in Middleton, Rhode Island. The firm was founded by Daniel G. Corrigan in 1989 under the name of Corrigan Financial Associates, Ltd. From 1997 through 2005, the firm was owned by BankNewport, a community bank serving Rhode Island’s Newport and Bristol counties. Effective October 2005, the firm was acquired by a group of their employees. CFI provides comprehensive wealth management services to individuals, trusts, corporations, and pension plans.

New York Life Investment Management LLC (NYLIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is a wholly-owned subsidiary of New York Life Investment Management Holdings LLC, ultimately held by New York Life Insurance Co. NYLIM provides a broad array of investment advisory services to affiliated insurance company clients, third-party institutional clients, investment companies, other pooled investment vehicles, and wrap fee programs sponsored by unaffiliated entities.