You work directly with our team of professionals, who collectively bring more than 60 years of expertise, insight, and wisdom to each client relationship.
Direct Line: (617) 622-1502
As the founder of Sandy Cove Advisors, Deirdre works with her clients to develop customized solutions to integrate their wealth transfer, philanthropic, tax and investment objectives. She is deeply devoted to the philosophy of education, partnering with her clients to make sure they understand and participate in the management and protection of their wealth.
Deirdre has had a distinguished career of almost 25 years in the wealth management and private banking industries. Prior to Sandy Cove, she held senior positions in client management, business development and as a Senior Vice President in the Private Investment Management Division of Lehman Brothers. Before Lehman, Deirdre spent close to 17 years with BNY Mellon, where she worked to fulfill the wealth management needs of individuals and families.
Deirdre received her Master’s in Finance from Bentley College and her B.S. in Accounting from Providence College. Deirdre is the immediate past President of the Boston Estate Planning Council and served on its Executive Committee for 5 years and also served as a two term board member. She sits on Providence College's National Board of Overseers and on their Greater Boston President’s Council. Locally, she is on the Norwell VNA and Hospice Campaign Cabinet and is engaged in many volunteer activities. Deirdre lives in Cohasset with her husband and children.
Chief Investment Officer
Direct Line: (617) 622-1508
As Chief Investment Officer, Rob works with the firm’s Investment Committee in determining strategic portfolio asset allocation, portfolio construction, manager selection and portfolio risk management. Rob works with clients to develop customized investment strategies that meet their needs, integrates those investment strategies within the family's broader wealth management architecture, and identifies wealth management planning opportunities. He has an active passion for investing and can tap into a broad network of resources and contacts to adeptly execute investment decisions on behalf of our clients.
Prior to joining Sandy Cove, Rob held Executive Director and Managing Director roles at JP Morgan Private Bank, UBS and Lehman Brothers where he advised clients on strategy and execution. He has also dedicated his time and efforts as a financial services industry liaison for the Financial Industry Regulatory Authority (FINRA) promoting “Investor Protection and Market Integrity”.
Rob earned a BS in Finance from Providence College and an MBA with a concentration in Finance from Babson’s Olin School of Business. He is Co-Chair of Providence College’s Boston President’s Council and serves on Providence College’s Business School Advisory Council. An active member in his community, he has served on the Board of Directors of the Hingham Federal Credit Union and the South Shore Conservatory Finance Committee. He also enjoys coaching youth lacrosse and basketball. Rob lives in Hingham with his wife and children.
Direct Line: (917) 903-7790
As Managing Director, Jennifer provides thoughtful investment and wealth advisory solutions appropriate for each client's financial and investment goals. Jennifer works with clients and advisors in the New York City area to integrate, implement, and advise on customized investment strategies and wealth management solutions. As a member of Sandy Cove's investment team, she is very passionate and dedicated to developing personalized investment strategies for unique client situations.
Jennifer has been in the wealth advisory and private banking business for 25 years. Prior to joining Sandy Cove Advisors, Jennifer was a Managing Director at JPMorgan Private Bank, Lehman Brothers, Barclay's Wealth and Tiedemann Wealth Management where she held various positions serving wealth management and advisory needs of individuals and families.
Jennifer earned a Bachelor of Science from Texas A&M University. She holds a Master in Business Administration from Harvard University. Jennifer lives in New York City with her husband and enjoys playing golf.
Senior Client Advisor
Direct Line: (617) 622-1512
Kelley Ellis works with successful individuals and families to develop customized solutions to manage and protect their assets. At Sandy Cove, she provides thoughtful investment and wealth advisory solutions appropriate for each client’s financial and investment goals by incorporating retirement, philanthropic, estate, and tax planning strategies. Kelley is also a member of Sandy Cove's investment team and works closely with our Chief Investment Officer to research and implement high-quality investment strategies to the firm's clients.
Kelley has over 12 years of experience in the wealth management and investment banking industries. Prior to joining Sandy Cove Advisors, she was a Client Advisor at Boston Private Wealth. While there, she worked with clients to craft personalized investment and wealth advisory strategies. Prior to joining Boston Private, Ms. Ellis was a Senior Equity Research Associate at Jefferies & Company responsible for fundamental research and analysis in the Healthcare sector. Kelley began her career as an Equity Research Associate at Leerink Swann.
Kelley earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Boston University. She also holds a Master of Business Administration with a concentration in Asset Management from the Carroll School of Management at Boston College. Kelley lives in Hingham with her husband.
Senior Client Advisor
Direct Line: (617) 622-1500
As a Senior Client Advisor, Sherm is dedicated to managing and protecting the assets of individuals and their families. Sherm has decades of experience in the wealth management business. Prior to joining Sandy Cove Advisors, Sherm was an Investment Adviser at First National Corporation and Linsco Private Ledger. Sherm received a Master in Business Administration degree from Columbia University and earned a Bachelor of Arts degree from Middlebury College. Sherm lives in Hingham and enjoys spending time with his family and grandchildren.
Principal, Director of Client Service
Direct Line: (617) 622-1504
As Director of Client Service, Courtney’s primary responsibility is to ensure that we provide the optimal client experience. Courtney is responsible for account maintenance and servicing, as well as responding to client requests in a timely manner. She provides administrative support in the coordination of the firm’s day-to-day operations as well as the organization and production of special projects.
Prior to Sandy Cove, Courtney was an Executive Assistant at Thomas H. Lee Company. Previously, she worked at Lehman Brothers as a Senior Client Sales Associate in the Private Investment Management Division. She also worked as a Sales Associate in the Private Wealth Management Group at BNY Mellon where she specialized in business development.
Courtney received her Bachelor of Arts in Marketing from Assumption College. She is a Notary Public in the Commonwealth of Massachusetts and an active member of her community, currently serving on the Board of Directors at the South Shore Community Center. She lives in Cohasset with her husband and two children.
Director of Financial Planning
Direct Line: (617) 622-1506
As Director of Financial Planning, Toni works with corporate executives, professionals and multi-generational families to help manage and protect their assets. Toni is primarily responsible for financial planning, client service and managing client relationships. Toni works closely with our clients to identify their goals and objectives and assists them in developing a financial road map. At Sandy Cove, Toni is part of an integrated team that provides a high level of client service to family relationships. Toni is also a member of Sandy Cove’s investment team.
Prior to joining Sandy Cove, Toni worked with Deirdre and Courtney at Mellon Private Wealth Management. Toni was responsible for client service and worked closely with the portfolio management and business development teams.
Toni received her Bachelor of Arts in Journalism with a minor in Communications from Lehigh University. She is currently studying for her Certified Divorce Financial Analysts designation (CDFA). Toni is an active community volunteer, coaches lacrosse and lives in Hingham with her family.
Direct Line: (617) 622-1510
As Client Advisor, Suellen is responsible for providing accounting and financial analysis for our family office clients. She is proficient in Quicken and Quickbooks, allowing her to assist with preparing and analyzing periodic reports including cash flow statements and balance sheets.
Prior to joining Sandy Cove, Suellen was Senior Accountant at Ruckus Sports, LLC where she was responsible for administering all aspects of the accounting function and where she served as liaison between the different business partners of the company. Previously, she worked at a local CPA firm assisting clients with their accounting and bookkeeping needs. She also worked as an Investigative Financial Analyst at the Federal Bureau of Investigation (FBI) in Boston in the forensic accounting division and played an integral role in the Federal prosecution of criminal cases.
Suellen earned her bachelor's degree in Business Administration from the Whittemore School of Business and Economics at the University of New Hampshire, where she graduated Summa Cum Laude. She has also served as Treasurer for several charitable organizations including the Cohasset Sports Partnership. Suellen resides in Cohasset with her family.
Kate Saltonstall, CFA®
Kate is a member of our Board of Advisors and Investment Committee. As a member of our Investment Committee, she works closely with us on asset allocation, investment strategy and manager selection, including mutual funds, bond portfolios, separately managed accounts, ETFs, and alternative investments.
Kate comes to Sandy Cove Advisors with a wealth of investment experience spanning 19 years. She has closely analyzed many different industries in all different market conditions with a focus on risk management. For the last nine years, Kate worked at BlackRock where she was a Managing Director. Her responsibilities included managing $1+ billion of small capitalization portfolios for institutional clients both separately and in an asset-allocation fund. In addition, she co-led a team of six equity research analysts, and had industry sector responsibilities for healthcare stocks.
Prior to joining BlackRock, Kate worked at two other investment management firms in Boston where she honed her skills as an equity analyst and investment manager. At Boston Partners Asset Management (now Robeco), Kate was a Principal and closely followed healthcare and basic materials for large, mid, and small cap portfolios. At Independence Investment LLC she furthered her industry expertise covering consumer products, healthcare, and technology stocks across all equity sizes. Kate began her career at Morgan Stanley in New York City as a sell-side equity research associate and later a research analyst with responsibility for basic material stocks.
Kate earned her BA degree in International Relations from Lehigh University in 1989, and an MBA degree from Tulane University in 1993. Kate was awarded her Chartered Financial Analyst designation in 2001.
Board of Advisors
Kirstan is a member of our Board of Advisors. Kirstan is the Managing Partner of kbb capital llc, which invests in private companies across sectors, including biotechnology, medical devices, saas, consumer tech and fintech. Kirstan has been an active angel investor in Boston-area start ups. Kirstan also currently serves on the Investment Committee of Castor Ventures, a venture fund that focuses on companies affiliated with MIT that operate in a broad range of sectors and stages.
Until recently, she directed all legal, regulatory and compliance affairs for one of the world's leading investment advisors for over 10 years. As a member of the senior management team of an investment advisory business in a high growth mode, she played key strategic roles with respect to risk, operations and management. Prior to that, Ms. Barnett was a corporate finance attorney for leading firms in New York and Boston.
Kirstan earned her Bachelor of Arts degree from the University of New Hampshire, her Doctor of Law degree (J.D.) from Georgetown University Law Center and her Masters in Business Administration from Massachusetts Institute of Technology.
Chief Financial Officer
As Chief Financial Officer, Paul helps with business strategy, financial management, and investment research and strategy. Previously, Paul served as Chief Financial Officer and Principal of an energy consulting firm SourceOne, Inc. which grew to $15 million in revenue and was sold to Veolia Energy in April 2007. He was successful in raising equity funding of $2 million and purchasing a company from Johnson Controls as part of the company's growth strategy. Paul also developed the commodity management business to help commercial, industrial and municipal customers to develop a strategy to competitively purchase electricity, natural gas and other fuels.
Paul has extensive startup and entrepreneurial experience gained thru his roles as the VP of Finance and Administration for CCBN.COM, an internet based investor relations website provider where he served as the Chief Accounting officer for the company's S-1 filing for an Initial Public Offering. Paul also served as VP Controller for a mutual fund distribution startup company, Funds Distributor, Inc. Both firms were ultimately successfully sold. Prior to the three startups, Paul worked for The Boston Company, a private investment bank now known as Mellon Bank Corporation as a divisional controller in their Securities Lending Group and in other financial and accounting roles.
Paul received his Bachelor of Arts in Economics from Colby College and his Masters in Business Administration from Boston College.
As a member of our Board of Advisors, Holly brings over 20 years of experience as a tax attorney and senior Wall Street executive to her advisory work with clients. She led estate and tax advisory groups for JPMorgan (where she was Chief Tax Strategist for their private bank), Goldman Sachs, Lehman Brothers and then Bessemer Trust. Holly has worked with countless executive teams as they prepared for an IPO or sale of their companies as well as with family business owners on succession planning, shareholder agreements and tax matters (both personal and corporate). Holly has also worked with foundations, endowments and their boards on governance and investment issues as well as counseling clients on their philanthropic programs.
Holly received her B.A. cum laude from Cornell University and her J.D. from Boston University.
In 2010, Holly founded her consulting practice and firm, Wealthaven, working with individuals and families on estate and financial planning, succession and governance issues. Holly serves as both "chief strategist" and "chief execution" officer, ensuring that client's long term goals become reality.