Milford, CT - November 7, 2024 -TrinityPoint Wealth, a leading financial advisory firm is excited to announce the appointment of Mark Dupont as its President. TrinityPoint is a partner firm of Focus Financial Partners, a leading partnership of wealth management, business management, and related financial services firms.
With an extensive background in financial services and a proven track record of leadership, Dupont is poised to drive the firm’s strategic vision and enhance its commitment to client success. Dupont has assumed leadership of all operational, investment and client services functions at TrinityPoint, including execution of inorganic M&A strategy. James A. Betzig, Founder of TrinityPoint Wealth, will continue to serve as CEO and in that capacity will focus primarily on supporting the growth of the firm.
Dupont joins the TrinityPoint team after serving for more than 14 years at Focus Financial Partners, working in nearly all aspects of their business, including M&A, operations, technology and relationship management. Most recently, Dupont was the Deputy CIO at Focus and contributed to the implementation of a new tech strategy and organization. Prior to that, Dupont was a Senior Vice President at Fidelity Investments, where he worked with various aggregators on their breakaway brokers from the major banks in the US. Dupont graduated from Salve Regina University in Newport, RI where he currently serves as the school’s Executive in Residence.
“We are thrilled to have Mark on the TrinityPoint team. We have quite the history together as he led my transition from Merrill Lynch and was instrumental in the creation of TrinityPoint in 2018,” said James A. Betzig, CEO of TrinityPoint. “TrinityPoint Wealth has a bright future, and some exciting transformational events in the new year. Dupont’s leadership, along with the rest of the team, will help support the evolving needs of our wealth management platform. TrinityPoint Wealth is using this moment to continue to invest in our future to elevate our service offering all while continuing to harness our entrepreneurial spirit.”
“TrinityPoint already has stunning double-digit NNA growth since inception. Jim and the team have fostered a growth culture and mindset that I have only seen in a few other areas around the industry,” said Dupont. “I am humbled to join such a fantastic team that offers a strong path to organic growth.”
About TrinityPoint Wealth
TrinityPoint Wealth is an investment advisory firm based in Milford, CT and Charlotte, NC. Our independent investment firm is founded by a team of fiduciary advisors, who have more than 100 years of combined financial experience. No matter your goals or circumstances, we will work tirelessly on your behalf, providing value-added services, highly personalized attention and solutions customized for your unique objectives. For more information, please visit: www.TrinityPointWealth.com.
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