Portland Press Herald | Financial advisers form Portland wealth management firm
May 13, 2019
Four financial advisers are forming an independent wealth management firm in Portland.
Steven Tenney, Joseph Powers, Helen Andreoli and Jack Piper announced Monday that they were forming Great Diamond Partners to provide investment consulting and personalized advance financial planning.
Tenney is the CEO and is a founding partner of the firm. Most recently, he was senior vice president and senior portfolio manager with UBS. Powers, who has worked at UBS as a private wealth adviser since 2000, will lead financial planning and insurance strategies at Great Diamond.