Amanda Persichilli
Executive Administrator
We foster a culture of betterment and well-being for our clients, community and team.
OUR STORY
Great Diamond Partners was founded because we wanted our personal values to align with the work we were doing every day. We are proud of our work on behalf of our clients and community and are challenging the way the financial industry is perceived.
Our Team
Andrew Scott
Associate Financial Advisor
Bevin Lucas
Client Relationship Specialist
Helen Andreoli
Founding Partner
Jack Piper
Founding Partner
Joseph Powers
Founding Partner
Lisa Demers
Client Relationship Manager
Mark Doehla
Portfolio Manager
Meg Scott
Brand Manager
Stephen Poulos
Senior Financial Advisor
Tammy Viles
Client Relationship Specialist
Wyatt Andreoli
Financial Advisor
“Our client-first approach means going beyond investment returns and account balances. We want to understand each client for who they are, including the values they care deeply about.”
Our values are central
to what we do
We aim to do the right thing, even if it is uncomfortable or difficult to do.
We seek to understand with empathy, so we can act effectively. We care enough to listen closely and reach out frequently.
We support our team, clients, and community in finding health, balance, and contentment in life.
We consider clients and community an extension of our family. We are loyal, and we trust and respect one another. We lift one another up in times of hardship and celebrate with one another in times of joy.
We give each person the space, resources, and encouragement to be their absolute best. We have the courage to step away from the safety of the status quo.