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.
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.
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. She sits on the Board of Directors of The Company Theater in Norwell, and is Secretary of the Hingham Newcomers Club. Kelley lives in Hingham with her husband.
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.
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.
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.