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.
email@example.com | 617.622.1503
Kate Saltonstall is currently the Senior Relationship Manager & Chief Operating Officer at Sandy Cove Advisors and brings over 25 years of investment experience to the firm. Kate works with our clients to ensure their financial goals translate into successful investment strategies and works closely with Rob Reilly, Chief Investment Officer. As our Chief Operating Officer, Kate is responsible for working with the SCA Team to achieve our stated goals and vision for our clients, our Sandy Cove colleagues, and our broader community. Prior to these roles at Sandy Cove Kate also served as the Chief Investment Officer working with families customizing portfolios for their long-term goals. Kate also held the role of portfolio manager at Brown Advisory where she managed investments for multi-generational families including private equities & alternative investments.
Kate brings over 25 years of relevant financial experience to Sandy Cove Advisors having been a stock analyst and mutual fund portfolio manager in her first 15 years of her career and for the last 10 years as an investment advisor for families and individuals. She has seen many markets ups and downs over her long career and is a strong investment navigator through these times. Her primary goal is helping clients invest their hard-earned capital to pursue their long-term investments goals. Kate prides herself on listening closely to her clients' needs and goals before considering what customized asset allocation and portfolio construction are an ideal fit for each relationship.
Kate is a member of the CFA Society in Boston having earned her chartered financial analyst designation in 2001. She is an advocate for women in finance and is a member of many Boston and national organizations that are strong mentors and proponents of women's financial education and career development. Kate is a member of the Women's Program Initiative at CFA Boston, SheGives-Boston, Boston Women in Finance, and also volunteers as an educational speaker at such venues as the South Shore YMCA. Kate has also been a member of the Boston Estate Planning Council (BEPC) since 2014.
Kate lives in Hingham with her husband and their adult children are also nearby in Cohasset. When not watching the markets Kate enjoys golfing, boating, family time on Nantucket and exploring the wonders of Italy whenever she can. Kate is also a patron of conservation and public space endeavors and is a proud member of The Trustees of the Reservation and the Nantucket Conservation Foundation.
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.
firstname.lastname@example.org | 617.622.1512
As Director of Operations, Katie’s primary responsibility is to oversee firm operations, which includes relationship management software, client reporting and facilitating the onboarding of new client relationships. At Sandy Cove, Katie is able to harness her strengths and passions for the benefit of her firm, providing streamlined solutions to optimize the client experience. She enjoys working each day with colleagues who share her vision of making client relationships a key priority and possess core values of integrity, accountability, diligence and discipline. Katie is also a member of Sandy Cove’s investment team.
In her previous role, Katie managed an operations team responsible for portfolio accounting, client data integrity, private investment operations and firm reporting. She is deeply involved in new firm initiatives and oversees the daily business operations while providing support internally to client advisors. Katie is currently studying for her Certified Financial Planner (CFP) designation.
Katie lives in Plymouth with her husband and two children. She enjoys long beach days with family and friends as well as cheering on her children’s sporting events. Katie also enjoys reading, music and golf.
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.
Brian spent nearly 30 years as a Fundamental Research Equity Analyst and lead Portfolio Manager/Analyst at firms including MFS Investment Management, Cyllenius Capital Management/Blackrock and Pioneer Investments. At peak, his team managed nearly $7 billion in small cap growth assets, which was a very large portfolio for that category. Throughout, the funds consistently achieved high levels of relative and absolute performance and they earned four and five star ratings from Morningstar. He managed the MFS Institutional Emerging Equities Fund, Lipper’s top-ranked Small Cap Growth fund for the five year period ended December 31st, 1999 and the MFS Vertex Contrarian Fund, which was Lipper’s top ranked Multi-Cap Value Fund for 1999. He also managed the MFS New Discovery Fund. Throughout the 1993-2013 period, his portfolios outperformed the markets in all but two years, achieving positive alpha about 90% of the time and losing money in absolute terms only once.