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April 2022 in News & Press

Financial Advisor IQ | Great Diamond Partners Names President

By Great Diamond Partners

Great Diamond Partners has appointed Helen Andreoli to the newly created role of president.

The Portland, Maine-based registered investment advisor firm, which is part of Dynasty Financial Partners’ network, says Andreoli will assume the role in addition to her current duties as chief financial officer.

As president, Andreoli will be responsible for all the firm’s day-to-day operations, according to Great Diamond Partners.