BusinessWire | Northern Lights: Great Diamond Partners of Portland, Maine is Launched in Partnership with Dynasty Financial Partners
May 13, 2019
Leading wealth advisors Steven Tenney, Joseph Powers, Helen Andreoli and Jack Piper today announced that they have partnered with Dynasty Financial Partners to form an independent wealth management firm called Great Diamond Partners. All four advisors had previously worked at UBS.
Based in Portland, Maine, the firm has a total staff of seven professionals, including four financial advisors. Joining from UBS are the following professionals: