DiSanto, Priest & Co.

DiSanto, Priest & Co.

DiSanto, Priest & Co. was founded in 1963 in Warwick, Rhode Island, by John DiSanto and Anthony Priest. The firm launched as a traditional accounting and tax practice serving local businesses and individuals. Over sixty years, it layered on wealth management, benefits consulting, and alternative investment access, evolving into a hybrid professional-services firm that sits at the intersection of a CPA partnership and a private investment office. The firm's investment platform spans multiple asset classes including private credit, hedge funds, and traditional public-market portfolios. DiSanto, Priest structures access to alternatives primarily through fund commitments and pooled vehicles rather than direct co-investments, reflecting its base of high-net-worth individuals and small institutions rather than a single-family balance sheet. Its geographic focus remains concentrated in New England, particularly Rhode Island and southeastern Massachusetts, where the firm's reputation was built on long-duration client relationships rather than marketing. Team composition and current deployment figures are not publicly disclosed. The firm operates from a single headquarters in Warwick and does not maintain additional offices. While DiSanto, Priest does not publicly affiliate with peer networks like Tiger 21 or R360, its longevity — over six decades in the same market — functions as its primary retention engine. The firm has not announced major structural transactions or leadership transitions in the past 24 months. What differentiates DiSanto, Priest structurally is its integrated CPA-wealth management model. Unlike most registered investment advisors that outsource tax preparation or most CPA firms that refer investment management to third parties, the firm keeps both disciplines under one roof. This dual-service architecture creates a durable switching cost for business-owner clients who value a single point of contact for their corporate and personal financial lives — a structural moat that scales through tenure, not assets.