Major Maine-Based RIA Great Diamond Partners Names Helen Andreoli as President

Ms. Andreoli Will Remain Chief Financial Officer of Great Diamond Partners

Portland-Based Firm Currently Manages Over $670m AUM

ST PETERSBURG, Fla.--(BUSINESS WIRE)--Steve Tenney, CEO of Great Diamond Partners announced today that Helen Andreoli has been named President in addition to her existing role as Chief Financial Officer of the firm. Andreoli has been with Great Diamond Partners since their launch on May 9^th, 2019, and played a critical role in the firm’s transition to the independent space. Great Diamond Partners is a member of the Dynasty Network of Independent Advisors.

With this promotion, Andreoli will be responsible for all day-to-day operations at Great Diamond Partners. A 22-year veteran of the financial services industry, having worked at Morgan Stanley, Merrill Lynch and UBS Financial Services, she is an integral part of the team that launched the firm in 2019.

“We are building on the success of our first three years as an independent firm and positioning all resources in a way that further strengthens the firm as we continue to grow. We take great pride in our approach that focuses on all of our stakeholders including clients, employees, strategic partners, owners and community,” commented Andreoli. “I care deeply about the well-being of everyone here and want to see them succeed professionally and personally.”

“This promotion is an acknowledgement of Helen’s current responsibilities and her considerable contributions to the success of the firm. Her unique approach to building the culture of the firm leads to an environment where we all care deeply about our success and those around us. It also puts us in a position to accelerate our growth, leading to added client advisory resources and to have an even greater impact on all of our stakeholders,” remarks Steve Tenney, Chief Executive Officer.

About Great Diamond Partners

Great Diamond Partners is an independent wealth management firm committed to serving sophisticated clients and their families. Our team focuses on their financial and lifestyle needs, including the preservation, growth, protection and transfer of their wealth. Integral to our planning services is our unique focus on charitable giving, an effort that is important to many of our clients and reflects our team members’ commitment to serving the greater good of our communities.

About Dynasty Financial Partners

Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients. Dynasty’s platform and offering have won multiple awards in recent years.

For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and carrying out complementary acquisitions.

For more information, please visit www.dynastyfinancialpartners.com.

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