Broker Check

Partners:

Mark S. Cruise, ChFC®, CLU®, MBA

Partner and Founder

(401) 223-0500 Ext.102

Mark Cruise is a Partner and Founder of The Virtus Group and has more than 35 years of experience as a financial representative. He is a Chartred Financial Consultant and a Chartered Life Underwriter.

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Keith A. Peacock, CFP®

Partner and LPL Branch Manager

(401) 223-0500 Ext.108

Keith is a partner as well as our LPL Branch Manager at the Virtus Group. Keith has been with the Virtus Group for over 11 years.


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Staff:

Karen Berard

Executive Assistant

Karen has been with The Virtus Group since October of 2000. She earned her bachelor’s degree in Business and Economics with a minor in Human Work Behavior at Saint Anselm College.

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Peter Brock

Director of Special Projects

Peter has been with The Virtus Group since 2012. He attended the University of Colorado Boulder with a focus on environmental biology.

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James S. Cruise, CFP®

Wealth Advisor

James Cruise joined The Virtus Group as a Wealth Advisor in September 2014. Primary responsibilities for James include the oversight of client investment models and investment manager due diligence.


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Diane Donovan

Operations Assistant

Diane has been with The Virtus Group since January of 2013. She earned her bachelor’s degree in Marketing from Providence College.

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Kyle Mushaweh, CFP®, MBA

Director of Financial Planning

Kyle has been with The Virtus Group since 2012. He earned his bachelor's degree in Economics from the College of the Holy Cross and earned his MBA with a concentration in Finance from Providence College.

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LaDonna Pratt

Administrative Assistant

LaDonna has been with The Virtus Group for over 25 years. She is in charge of our office operations, employee training, and the coordination of employee benefits.

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MS, OH, NC, NE, NH, NJ, NY, PA, RI, SC, TX, UT, VA, WI.

Contact

Tel: (401) 223-0500
Fax: (401) 223-0509
LPL: 1-800-877-7210

10 Memorial Blvd., Suite 903
Providence, RI 02903

keith@virtusgrp.com

mark@virtusgrp.com

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