Our Team

Unwavering Commitment
to Service

With more than 100 years of combined experience as well as multiple advance degrees (MBAs), designations (CFP, CLU, CEPA) and licenses, the Great Diamond team of investment, advanced planning and services professionals has proven expertise and intellect to help you build a lasting legacy.

Our boutique client service is as distinguished by its level of commitment as by the depth of its compassion.

To supplement our team, we rely on an array of other professionals as needed, including accountants, attorneys, consultants, insurance professionals, philanthropy experts and bankers.

Steven E. Tenney
Steven E. Tenney Founding Partner & CEO

Certified Exit Planning Advisor (CEPA®)
BA, Tufts University, International Relations and Political Science

Steven E. Tenney
Steven E. Tenney Founding Partner & CEO

Certified Exit Planning Advisor (CEPA®)
BA, Tufts University, International Relations and Political Science

"At Great Diamond we are entirely focused on the success of our clients and our community – a characteristic that defines the next generation of wealth management firms."

As CEO and Founding Partner of Great Diamond Partners, Steven Tenney strategically leads the firm, supports all of its members and directs the investment strategy. He believes the gold standard of wealth management is found at the intersection of empathy and technology™, and helps the firm evolve to that level, to meet the needs of today’s clients and those of the next generation.

Previously, Steve worked at UBS Financial Services for 26 years, most recently as Senior Vice President and Senior Portfolio Manager. In 1997, Steve merged his wealth management practice with his father’s. This first-hand experience in a family business gives Steve empathy for the families he consults with as they face financial and emotional challenges.

Prior to UBS, Steve worked as a securities lending representative at State Street Bank and started his career as a research assistant at Morgan Stanley Asset Management in London.

Steve lives in Yarmouth, Maine, with his wife, Christine. Their photographer son Nick lives in Bozeman, Montana, where he graduated from Montana State University.  Their daughter, Leah, is studying interior design at Endicott College in Beverly, Massachusetts.

Schedule a Call with Steve

Community Involvement

“I serve as a board member for the Institute for Family-Owned Business (IFOB), volunteer for Junior Achievement, and am proud to support The Hatch Community Youth Fund that helps kids stay active around Castine, Maine.”

Joseph W. Powers
Joseph W. Powers Founding Partner & Chief Planning Officer

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Life Underwriter (CLU)
Certified Exit Planning Advisor (CEPA®)
BS, Villanova University, Business Administration
MBA, University of Vermont
Certificate in Financial Planning from New York University

Joseph W. Powers
Joseph W. Powers Founding Partner & Chief Planning Officer

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Life Underwriter (CLU)
Certified Exit Planning Advisor (CEPA®)
BS, Villanova University, Business Administration
MBA, University of Vermont
Certificate in Financial Planning from New York University

“I enjoy working at Great Diamond because I respect the integrity, unique capabilities and vision of my partners and our unwavering commitment to exceeding our clients’ expectations and goals.”

As a Founding Partner and Chief Planning Officer, Joe leads the financial planning and insurance strategies focus for Great Diamond Partners, which he helped found in 2019. Having started his career in investment banking, he moved to Citibank Private Bank, expanding his experience into investment services. In 2000, he joined UBS, where over the course of 19 years, he rose to be a Senior Vice President. At UBS, he partnered with several Great Diamond colleagues, and together they built a collaborative team with a common vision of serving their clients’ best interests first.

Joe lives in Yarmouth, Maine, with his wife Tania and their two children, college student Tasha and high schooler Josef and the precocious Pembroke Welsh Corgi, Moxie.

Schedule a Call with Joe

Community Involvement

“My life is forever enriched by being a Big Brother and past president of Big Brothers Big Sisters of Southern Maine. I am currently a Board Member and Chairman of the Finance Committee for The Catholic Foundation of Maine. My wife and I passionately support these organizations as well as Good Shepherd Food Bank, Portland Ovations, and Maine Public Radio to name a few. I am a Board Member and also served as President for The Maine Estate Planning Council.”

Helen Andreoli
Helen Andreoli Founding Partner, President & Chief Financial Officer

CERTIFIED FINANCIAL PLANNER™ (CFP®)
BA, Bates College, Political Science
MBA, University of Maine Orono

Helen Andreoli
Helen Andreoli Founding Partner, President & Chief Financial Officer

CERTIFIED FINANCIAL PLANNER™ (CFP®)
BA, Bates College, Political Science
MBA, University of Maine Orono

“I enjoy being on the Great Diamond team because I love assisting clients and becoming even a small part of their lives. The amazing people on our team work hard for our clients and always do the right thing—both personally and professionally—it’s so inspiring.”

Helen Andreoli is the Chief Financial Officer and a Founding Partner of Great Diamond Partners. A 20-year veteran of the financial services industry, having worked at Morgan Stanley, Merrill Lynch and UBS Financial Services, Helen is an integral part of the team that launched the firm in 2019.

Helen grew up on an island in mid-coast Maine and attended high school, college and graduate school in, what she considers, “the best State in the Country.” Although firmly rooted in Maine, Helen has traveled extensively, visiting Australia, South Korea, Italy, Spain, England, France, Greece, Mexico, Ecuador, Canada and the Netherlands. She brings a unique perspective to the team by adding the insights and experience of a business owner. Helen owned and operated a statewide waste and recycling hauling firm in Maine for eight years before selling it to a competitor in 1998.

Helen spends most of her workweek in Portland but calls Lovell, Maine, her home. It’s in the foothills of the White Mountains that she enjoys spending time with her dogs – a Dogue de Bordeaux named Buddy and a Labrador Retriever named Buster. Her husband, Charlie Tryder, retired Dean of Students at Fryeburg Academy, lives with Helen and her “boys”. She has three grown children: Wyatt, an Arizona State grad, who works in financial services in Portland; Blaine, a graduate from the University of Vermont, who works at Tyler Technologies and lives with his wife Rebecca in Standish; and Sydney, also a UVM grad, who is pursuing her MSW at St. Joseph’s.

Schedule a Call with Helen

Community Involvement

“I currently serve as the Chairman of the Board of Directors for ProsperityME, whose mission is to bring financial success to both individuals new to our country and those struggling to build wealth. I’m also a Board Member of Maine Recovery Fund, which provides community support to people in recovery, seeking to re-enter the workforce and to re-establish a productive life. As an active volunteer with the Maine League of Women Voters, I work to register, engage and educate voters. Previous volunteer experience includes working with United Way of Greater Portland and The Maine Community Foundation to assist in allocating funding to local non-profits.”

Jack Piper
Jack Piper Founding Partner & Portfolio Manager

BA, Bowdoin College, American History

Jack Piper
Jack Piper Founding Partner & Portfolio Manager

BA, Bowdoin College, American History

"I enjoy working at Great Diamond because of the wonderful families we’re fortunate to call our clients."

As a Founding Partner of the Great Diamond team, Jack works with individuals and families helping them craft a plan to reach their financial goals. In addition, as Portfolio Manager, Jack also works on the investment team in developing and managing client portfolios.

A Maine native, Jack attended Falmouth High School and Bowdoin College. Before Great Diamond Partners, Jack worked as a financial advisor at UBS Wealth Management for four years. Prior to that, he worked at Bainco International Investors in Boston, holding a variety of positions before ultimately serving as a portfolio strategist.

Jack lives in Falmouth with his wife, Becky, daughter, Beatrice and their energetic Boston Terrier, Sammi.

Schedule a Call with Jack

Community Involvement

“I’m proud to be a committee member for the Barbara Bush Children’s Hospital Open golf tournament, one of the largest fundraising events for Maine’s only full-service children’s hospital. I have also served as a class agent for the class of 2005 at Bowdoin College.”

Wyatt Andreoli
Wyatt Andreoli Associate Advisor

BA, Arizona State University, Economics

Wyatt Andreoli
Wyatt Andreoli Associate Advisor

BA, Arizona State University, Economics

“It has always been clear to me that Great Diamond’s commitment to clients, the community and to each other is second to none. I knew that there was no better place to continue my growth, as a professional and as a person.”

In his role as Associate Advisor, Wyatt leads Blueprint, a program designed to serve the next generation client group. His interest in and professional experience with sustainable and impact investing allow him to engage with this rising generation of client families in a very relatable way. He is also responsible for shaping centralized planning practices and supports business development efforts.

Wyatt brings 6 years of industry experience, most recently at Santander Bank and with Wells Fargo Advisors, both in Boston, MA. He is currently on the path to CFP certification and taking the exam this fall.

As he prepared for college, Wyatt thought he might like to live out West and chose to attend Arizona State University as an opportunity to explore that area of the country. He enjoyed the easy access to such diverse landscapes… but his strong relationships with family and his love of Maine brought him “home.” He now resides in downtown Portland and makes it a priority to spend time with his loved ones.

In his free time, Wyatt delights in sibling antics, loves a good hike in the White Mountains and is a soccer fanatic both off and on the field. He has an interest in European and art history and enjoys science fiction literature and film.

Three things to know about Wyatt

“I have been playing soccer since I was 4 years old. It started as a way to spend time with all my best friends – I grew up in a small town and we all played together through all levels of grade school. I began following Manchester United around age 10 and I’ve always appreciated the team’s philosophy and culture. When I was in Boston, I played in some men’s leagues and I’m looking to join a team now that I’m back in Maine. I’d also love to translate some of my experience and knowledge into a middle or high school coaching opportunity.”

“If I could relive any day of my life, it would be my brother Blaine’s wedding, hands down. It was intimate and low-key, but such a lively celebration at the same time. I have never been happier, laughing and tearing it up on the dance floor, surrounded by my absolute favorite people, and knowing that Blaine was starting an amazing new chapter in his life. I value the relationships I have with my family above everything else.”

“I love a physical challenge, especially when it’s outdoors and with an adventurous twist. I’ve surfed in California, hiked in Colorado and completed the Rock ‘n’ Roll 1/2 Marathon in Arizona. My most memorable hike was The Path of the Gods, a clifftop trail running along Italy’s Amalfi Coast. Often referred as the best hike in the world, I can confirm the views of the Tyrrhenian Sea and the village of Positano are truly breathtaking.”

Bevin Lucas
Bevin Lucas Office Coordinator

BFA, Maine College of Art, Printmaking

Bevin Lucas
Bevin Lucas Office Coordinator

BFA, Maine College of Art, Printmaking

"Moving into the world of wealth management was daunting, but the team at Great Diamond has been amazingly informative and patient. It’s exciting to be a part of a team that puts individuals first - both clients and co-workers."

In her role as Office Coordinator, Bevin manages the daily operations in the office and provides support to all team members. Her leadership style, skills in customer service and conflict resolution, and her attention to detail ensure an exceptional experience for clients and visitors.

Bevin brings over 8 years of management experience in the hospitality industry, leading all front office operations and team members and serving as liaison to all departments, vendors and guests while at Holiday Inn by the Bay in Portland, ME.

Originally from the northwestern suburbs of Chicago, Bevin chose to attend Maine College of Art in Portland, imagining a quintessential New England coastal town. Upon arrival, she was surprised to find a working port city, but soon fell in love with the walkability, community, and cultural offerings. She now calls Portland home and lives with her husband Dan and their two cats: Marge, a fluffy white and orange longhair, and Hendrix, a tuxedo shorthair with a mustache.

Outside of the office, Bevin loves discovering all Maine has to offer – from snowshoeing in Rangeley to staying in a converted sardine factory in Lubec to taking the Great Diamond Island ferry and enjoying build-your-own shaved ice at the Crown Jewel. Her love of adventure extends beyond our borders, with dreams to one day explore Ireland and to celebrate a postponed honeymoon in Belize.

Three things to know about Bevin

“From a very young age, my favorite pastime was drawing, and I aspired to be an illustrator for comic books or children’s books. But through my coursework at MECA, I found printmaking to be the best medium for my artistic talents. Now, a passion in my spare time is linocutting and block printing on fabric.”

“I have an impressive collection of Disney Tiki mugs, combining my love of all things Disney and my enthusiasm for anything with a Tiki concept. I even had a Tiki-themed wedding!”

“My favorite spot in Portland is the Arcadia National Bar, which recently moved from its Preble Street location into the former Port City Music Hall on Congress Street. The new space allows for even more classic arcade games and pinball machines – it’s such a fun night out with Dan and friends. When the next season starts, I plan to join Arcadia’s chapter of Belles & Chimes, an international collective of women’s pinball leagues.”

Andrew Scott
Andrew Scott Client Relationship Specialist

BA, Mount St. Mary’s University, History

Andrew Scott
Andrew Scott Client Relationship Specialist

BA, Mount St. Mary’s University, History

“Great Diamond Partners allows for a more personalized and intimate client experience that you won’t find at other firms – I’ve never felt more supported in providing exceptional client service.”

As Client Relationship Specialist, Andrew is responsible for client servicing and relationship management needs, including account administration, portfolio reporting, retirement matters and client education. He also supports the team’s investment management effort.

Andrew brings over ten years of financial industry experience to the team, working at UBS Financial Services in Newtown, PA, Philadelphia, PA and Portland, ME before supporting the launch of Great Diamond Partners in 2019. Prior to his career in financial services, Andrew developed valuable client service skills in his management role with Brooks Brothers.

Andrew is from rural Berks County, Pennsylvania and spent many childhood summers visiting his grandparents and family in Waynesboro, Pennsylvania, right on the Mason-Dixon line. As an adult working in Philadelphia, Andrew quickly realized that the ‘big city’ wasn’t a great fit for him and he strived to land somewhere that felt more like home. With its breathtaking scenery, rugged coastlines and serene lakes, Maine felt like the perfect spot.

Andrew now resides in Gray, with his wife, Meg and his two cats, Penny and Eliza, and his dog, Gertie. He spends many weekends renovating and restoring his 19th century farmhouse and barn. In the summer, he tends to a small vegetable patch and pretends he is a farmer. Andrew is a die-hard Philadelphia Flyers fan and would love to play in an adult hockey league if he could just improve his skating skills.

Three things to know about Andrew

“I grew up on family farms in south-central PA and am a frustrated farmer at heart. I used to cut out pictures of cows from my grandfather’s ‘Hoard’s Dairyman’ magazine to play with and I can identify almost every breed of cow.”

“I have become quite the whiskey aficionado over the years – I prefer Irish whiskey but I’m game to try a good scotch or bourbon. I’ve toured many distilleries, but my favorite was the Jameson Distillery in Midleton, County Cork, Ireland.”

“I have an extensive record collection, ranging from 1920s jazz to rockabilly to classic rock and roll. It’s on my bucket list to visit the Sun Records Studio in Memphis, TN and Johnny Cash’s boyhood home in Dyess, AR.”

Lisa Demers
Lisa Demers Client Relationship Manager

Series 7, 9/10, 63 and 66 Licenses

Lisa Demers
Lisa Demers Client Relationship Manager

Series 7, 9/10, 63 and 66 Licenses

"Independence allows Great Diamond Partners to shape each client experience and prioritize their needs. The feelings of family and inclusivity weave through our work as a team and extend to our clients and community."

In her role as Client Relationship Specialist, Lisa is responsible for client solutions, operations and account administration. Her skills in process creation, research and complex problem-solving allow for operational efficiencies across the firm and support compliance regulations and reporting requirements.

A seasoned expert in the financial services industry, Lisa brings over 30 years of experience in operations and client services at Key Trust Company, Kidder Peabody, Paine Webber, UBS Financial Services and Aries Wealth Management in Portland, ME.

Lisa has a large family with French-Canadian roots. She now lives in Westbrook and regularly spends time with her 3 sisters, 1 brother, 10 nieces/nephews and 4 great-nieces/nephews.

Outside of the office, Lisa enjoys photography; reading popular fiction, psychological thrillers and biographies; and teaching the next generation traditional recipes passed down through her family (she makes the BEST pork pie). Pine Point Beach off-season is a favorite spot to find solitude and she is rarely seen without Baxter, her 6 yr-old terrier mix who she affectionately calls “the love of my life and the bane of my existence.”

Three things to know about Lisa

“I love traveling the world and have visited Spain, England, France and Canada. Next on my list are Iceland, Italy, Greece and the Dalmation Coast. I rarely set plans beyond the first day or two and prefer to explore and plan as I go, talking to locals for dining, entertainment and sight-seeing suggestions.”

“I’m a huge sports fan and while I have a fondness for New England teams the most fun is attending high school and college games rooting on my nieces and nephews. I happily watch any team and any sport.”

“Most people think I’m very serious and private, but in reality I have a wicked sense of humor with touches of snark and sarcasm and I love to connect with like-minded individuals. Shows with very dry humor, like ‘The Office’, tend to be my favorites. I also enjoy watching DIY shows and believe my experience from this allows me to build and decorate a house in a week.”