Our Team

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.

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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 high school-aged children, Tasha and Josef and the precocious Pembroke Welsh Corgi, Moxie.

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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 Black Labrador Retriever named Humphrey. Her husband, Charlie Tryder, who is the Dean of Students at Fryeburg Academy, lives with Helen and her “boys”. She has three grown children: Wyatt, an Arizona State grad, working in financial services in Boston; Blaine, a graduate from the University of Vermont, working in Watertown, Mass., providing technology services at a private school; and Sydney, also a UVM grad, pursuing work as an EMT in Maine and planning on medical school.

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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 and their energetic Boston Terrier, Sammi.

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In her role as Senior Client Service Specialist, Susan is responsible for client account administration, lending, insurance, compliance and firm operations. Her attention to detail and high level of efficiency ensures every client need is met with speed and consistency.

Susan is a seasoned expert in the financial services industry, bringing over 30 years of client service experience at Maine National Bank, Key Bank and UBS Financial Services in Portland, ME. She has a 26-year history with the team that founded Great Diamond Partners.

Susan is a proud Mainer, spending her childhood in Westbrook and moving to the Riverton section of Portland after marrying her husband (of over 40 yrs!), Ken. While her roots may be firmly planted in Maine, Susan loves to travel and has explored Canada, London, Scotland, Mexico, the Bahamas and Bermuda.

Outside of the office, Susan enjoys gardening, reading any genre of writing and spending time with her husband, 3 children and 6 grandchildren. As one might expect from a devoted grandmother, Susan proudly displays some of her grandchildren’s artwork in her office.

As Client Experience Specialist, Meg ensures a dynamic, seamless and high-quality experience for every client. She is responsible for brand awareness, marketing strategies, event planning and the firm’s social presence.

Meg brings a unique perspective and over ten years of administrative, marketing and design experience within the non-profit sector. Prior to the launch of Great Diamond Partners in 2019, Meg spent over four years crafting the client experience and supporting the management team at UBS Financial Services in Portland, ME.

Meg grew up in a small rural village in southeastern Pennsylvania and spent her college years in the historic town of Fredericksburg, Virginia. Her career choices kept moving her closer and closer to the suburbs of Philadelphia and she longed for a quieter, less congested, more beautiful place to call home. In 2013, she and her husband, Andrew, had the fortuitous opportunity to move to Maine and they’ve never been happier.

Meg and Andrew now reside in Gray where they spend many weekends renovating and restoring their 19th century farmhouse and barn. You’ll often find her with her nose in a book, curled up with her cats, Penny and Eliza, and her dog, Gertie. She loves hunting for architectural salvage, vintage advertising pieces and first-edition Nancy Drew novels.

As Client Service 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.

As the Office Coordinator at Great Diamond, Colleen manages the daily operations in the office, including just about everything.
Colleen brings over 15 years of operational office management to the team, working in consulting and academia before joining the Great Diamond Team in 2020. She also has spent time working in social services in the Portland area, and is a Certified Alcohol and Drug Counselor in the state of Maine.

Colleen is from Newburyport, Massachusetts. When she was not at the beach on Plum Island, she would take trips to York Beach, Maine with her family. Her dad moved to Kittery Point while she was in college. After living and working in Boston proper for 15 plus years it was a time for a less “busy” lifestyle and Portland, Maine was an easy choice. She was closer to her father and Portland has the feel of her hometown of Newburyport.

She now resides on the East End of Portland with her 5-year-old daughter, Parker. Most of her time is spent outdoors with her daughter and her boyfriend, Derek, playing and laughing. She also spends a lot of time practicing yoga, running and helping women who suffer from addiction. Colleen is in recovery herself and has been active in the community in Portland since 2010 when she moved here.