Rob has an aptitude when it comes to macroeconomics, or seeing the big picture through the noise of the details. He understands that the money behind the big institutions is really money belonging to all of the individuals who deal with that institution. For that reason, he is focused on the individual, and coaching each of his clients to be their best and to reach their potential.
Through helping people get on the right track, through a plan and perspective that makes their future direction clear, Rob achieves his own personal satisfaction and helps clients set and accomplish their goals.
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. He then integrates those investment strategies within the family's broader wealth management framework and identifies planning opportunities. He has an active passion for investing and taps into his broad network of resources and contacts to adeptly execute investment decisions on behalf of our clients.
Rob 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.” He is on Providence College’s Boston President’s Council and was a founding member of Providence College’s Business School Advisory Council. In his local community, he has served on the Board of Directors of the Hingham Federal Credit Union and the South Shore Conservatory Finance Committee.
Rob lives with his wife and children in Hingham where he enjoys coaching lacrosse and basketball. When he is not engaged in the community, he enjoys time with family, reading, writing, traveling and engaging in a broad variety of sports which include biking, skiing, basketball, lacrosse and golf.
Seasoned investment professional with 25+ years of experience serving the financial needs of Private Clients and Institutions prior to joining Sandy Cove.
BS in Finance from Providence College.
MBA – Finance from Babson’s Olin School of Business.
CMT- Certified Market Technician
CIMA-Certified Investment Management Analyst
Deirdre prides herself on being a collaborative problem solver. She has always been good with numbers and is genuinely inspired to help people. Combined with her skills as a good listener and a strong sense of intuition, Deirdre is able to guide clients through the complexities of their financial affairs acting as a sounding board, confidant, trusted advisor and friend..
Early on in her career, Deirdre found her niche in wealth management as a way to combine her strengths, passions, and desire to empower others in the management of their financial affairs. Given Deirdre’s skill sets and personal experiences, she is uniquely positioned to guide clients through complex situations and decisions acting as a sounding board, confidant, advisor and friend.
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 and partnering with her clients to ensure they understand and are able to participate in the management of their wealth.
Deirdre is a Past President of the Boston Estate Planning Council, served on its Executive Committee for five years and also served as a two-term board member. She sits on Providence College's National Board of Overseers and is on their Greater Boston President’s Council. Deirdre is also a member of The Boston Foundation’s Professional Advisors Committee, a Board Member for the Norwell VNA and is engaged in many volunteer activities.
Deirdre lives in Cohasset with her husband and young adult children. During her free time, she enjoys traveling and staying active playing tennis, golf and cycle spinning.
One of Jennifer’s greatest joys is to see people truly live and enjoy their lives, knowing they have a financial plan in place, a target in mind, and a strategy that’s being implemented. Her purpose is to help clients get their “financial house” in order by aligning investments with current and future goals and then marrying that with with an estate plan.
As a Managing Director at Sandy Cover Advisors, Jennifer provides thoughtful investment and wealth advisory solutions appropriate for each client’s goals. She works with clients and advisors in the Tri State Area to integrate, implement, and advise on customized investment strategies and wealth management solutions. She also works with snowbird clients in Florida. As a member of Sandy Cove's investment committee, she is very passionate and dedicated to developing personalized investment strategies for unique client situations.
Jennifer and her husband have been happily married for more than 25 years. They enjoy spending time at their home in Florida, and are passionate golfers. They enjoy combining both traveling and playing golf and have done so across the world. Jennifer’s favorite golf course is The Portsalon Golf Club in Donegal, Ireland. She divides her time between the U.S. and London.
Jennifer earned a Bachelor of Science from Texas A&M University. She holds a Master in Business Administration from Harvard University.
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.
Kelley enjoys finding solutions to life’s challenges. Growing up in an athletic family with three brothers, she naturally found herself interacting and solving for opportunities and challenges of successful individuals and families. An analytical mind, combined with a passion for being with and helping people, inspired her to find a career in which she could take the complex and make it relatable to others. At Sandy Cove, Kelley is able to harness her strengths and passions for the benefit of her clients, providing each with straightforward analysis, solutions and answers to help them meet their financial goals.
Kelley works with successful professionals and their families, as well as multi-generational 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, gifting, 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 for the firm's clients. Kelley is studying for her Certified Financial Planner (CFP) designation.
Within her community, Kelley sits on the Board of Directors of The Company Theater in Norwell where she also holds a position on the finance committee. She is Secretary of the Hingham Newcomers Club and is on the membership committee of her golf club.
Kelley lives in Hingham with her husband. This fall, the couple will welcome their first child. During her free time, she enjoys skiing, golfing, cycling and summer days on the water.
Prior experience at Boston Private Wealth and Jefferies & Company as an Advisor and Senior Equity Research Associate.
Toni Grimm has always confidently juggled life’s challenges with a positive view, a comprehensive focus, and a high level of positive energy. Working with people in their own endeavors through her problem-solving abilities and the competency to transform the complex into the simple, she is instinctively solution focused.
As Director of Financial Planning, is primarily responsible for financial planning, client service, and managing client relationships. Toni has developed a specialty in divorce planning, guiding clients through the progression from what is often a stressful and emotional situation to contentment and peace of mind about the future.
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.
As a former college athlete, Toni enjoys coaching her children on the lacrosse fields and is an active volunteer in the Hingham schools.
Toni lives in Hingham where she is raising her four children. An avid tennis player, runner and youth lacrosse coach, she believes in keeping the mind and body healthy and models this for her children who are active themselves in sport. Focused on healthy cooking and natural remedies, she approaches every challenge in life as a positive opportunity.
Previous experience includes client service at Mellon Private Wealth Management
Dan is an investment professional with 20+ years of experience as an equity analyst. Dan was most recently a Partner at Champlain Investments where he was an equity analyst for 11 years. Dan helped Champlain grow their assets under management from their inception to their present level of $7 billion in assets under management and served on their Investment Committee. Dan is particularly helpful to Sandy Cove in evaluating the small and mid cap managers that we evaluate quarterly.
Maureen is an investment professional with 30+ years of experience as an equity analyst and portfolio manager. Maureen has worked at several prestigious investment firms including Wellington Management, State Street Management & Research and Loomis Sayles. Maureen is particularly helpful in evaluating Large Cap and International investment strategies. Maureen is currently a Managing Directior at Golden Seeds, an angel group which provides early stage and growth capital to women entrepreneurs. The firm has nearly 300 members with over $80M invested in more than 76 companies. Investments primarily are made in health care, technology, and consumer industries.
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.