News & Press

VIDEO | Dynasty Financial Partners Around the Track with Helen Andreoli

Sep 12, 2024

And they’re off! Watch episode #47 of Around the Track with Shirl Penney, the Most Exciting 15 Minutes in Wealth Management. Helen Andreoli, Chief Financial Officer and a Founding Partner of Great Diamond Partners, joins Shirl to answer eight rapid-fire questions, one for each furlong, to complete the journey together “Around the Track.” In this episode, Helen shares:

  • How her experience as a business owner before entering the wealth management industry has created a unique and valuable perspective to engage with her clients
  • Her excitement for the next generation of advisors in the RIA space as the wealth management industry continues to evolve with technology
  • The impact of her involvement with local foundations to enhance financial literacy and education in her community