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 children, college student Tasha and high schooler 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 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.

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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, daughter, Beatrice and their energetic Boston Terrier, Sammi.

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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.

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.

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.

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.”