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March 2022 in News & Press

Mainebiz | Portland wealth management firm promotes founding team member to president

By Great Diamond Partners

Great Diamond Partners, a wealth management firm based in Portland, has promoted CFO Helen Andreoli to president, the company announced Wednesday.

Andreoli, part of the team that launched Great Diamond Partners in March 2019, will continue as CFO as she takes on her new role as president, which entails overseeing all day-day-day operations at the firm. Great Diamond Partners is led by CEO Steve Tenney and has more than $670 million in assets under management.