RMC Investment Advisors

Carie Hodel is a financial advisor at RMC Investment Advisors with a Series 65 designation and over 20 years of experience, including a long tenure at Torrington Savings Bank. She has been with RMC since 2025. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes individually constructed equity and fixed-income portfolios and offers trustee and administrative services for legacy accounts.

William Herlihy is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at RMC Investment Advisors and Kingston Real Estate Partners, LLC since 2017 and was previously employed by Arbor Realty Trust from 2012 to 2017. Outside of his advisory role, he is a member of Kingston Real Estate Partners, where he reviews investment opportunities. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm constructs individualized equity and fixed-income portfolios, emphasizing long-term strategic asset allocation and core equity holdings that have historically outperformed the S&P 500.

Logan French is a financial advisor at RMC Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining RMC, he worked at Thomas H. Lee Partners and KPMG LLP. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm focuses on individually constructed equity and fixed-income portfolios, strategic asset allocation, and offers ancillary services such as trustee arrangements and administrative support for legacy accounts.

Michael Herlihy is a financial advisor at RMC Investment Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at RMC since 2005. Outside of his advisory role, he is involved with Kingston Real Estate Partners, LLC and Downstream Properties LLC, both real estate-related ventures. RMC Investment Advisors provides discretionary and non-discretionary investment management services to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes long-term strategic asset allocation and manages customized equity and fixed-income portfolios, including trustee and administrative services for legacy accounts.

Patrick Herlihy is a financial advisor at RMC Investment Advisors in West Hartford, CT, with four years of industry experience. He holds a Series 65 designation and previously worked at Barclays and UBS. RMC Investment Advisors provides discretionary and non-discretionary investment management to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes long-term strategic asset allocation and manages customized equity and fixed-income portfolios, also offering trustee and administrative services for legacy accounts.

Alana Pezzuti is a financial advisor at RMC Investment Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RMC since 2019, following roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. RMC Investment Advisors provides discretionary and non-discretionary investment management services to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes strategic asset allocation and focuses on core equity holdings with a long-term growth approach, additionally offering trustee arrangements and administrative support for legacy accounts.

Carter Dizes is a financial advisor at RMC Investment Advisors with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Provident Healthcare Partners, Spinnaker Capital LLC, and John Hancock. RMC Investment Advisors provides discretionary and non-discretionary investment management services to high-net-worth individuals, families, institutions, corporations, and municipalities. The firm emphasizes long-term strategic asset allocation and manages customized equity and fixed-income portfolios, including trustee and administrative services for legacy accounts.