The Sandy Cove Team

We hire people who light up when they share stories of helping others. We inspire each other to dig deeper, think bigger, and ask better questions than anyone else in our industry. We create an environment where the unique excellence of each team member is celebrated.

Our mission at Sandy Cove Advisors is to bring simplicity to our clients' complex lives. Our work is more than just about presenting the best investment recommendations and optimizing all of the various pieces of your financial plans. Our clients tell us they leave meetings feeling supported, understood, and excited.

Deirdre Prescott

Founder, President, Chief Wealth Strategist

Deirdre Prescott

dprescott@sandycoveadvisors.com | 617.622.1502

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Deirdre is the Founder of Sandy Cove Advisors and serves as our Chief Wealth Strategist. She prides herself on being a collaborative problem solver who is genuinely inspired to help people. With a gift for listening and a strong sense of intuition, she guides her clients through the complexities of their financial affairs, always acting as a sounding board, confidant, trusted advisor, and friend.

With decades of experience at leading wealth management firms, including BNY Mellon and Lehman Brothers, Deirdre saw an opportunity to establish a boutique financial advisory firm dedicated to delivering a higher level of service where she could more fully engage with her clients. She differentiates herself by her warm demeanor, compassionate care combined with extensive financial and estate planning knowledge. She is committed to the philosophy of education and partnering with her clients to ensure that they understand and can participate in the management of their wealth.

Deirdre is deeply engaged in her community and philanthropic endeavors. She is a past President of the Boston Estate Planning Council, where she served two terms on the Executive Committee. She was a two-term board member of the Norwell Visiting Nurse Association and currently serves on the Holly Hill Farm, an organic farm in her hometown. In addition, she has been a member of The Boston Foundation’s Professional Advisors Committee and served as membership chair of the Cohasset Golf Club.

Deirdre earned her Bachelor of Science in Accounting from Providence College and a Master of Finance from Bentley University.

She and her husband divide their time between Cohasset, MA and Palm Beach Gardens, FL. Outside of work, she enjoys traveling, golf, pickleball and spending time with family and friends.

Experience

25+ years in wealth management and private banking prior to founding Sandy Cove Advisors
Held senior Private Client positions at BNY Mellon and Lehman Brothers

Education & Professional Designations

B.S. in Accounting, Providence College, 1985
Master’s in Finance, Bentley College, 1999

Kate Saltonstall, CFA®

Chief Investment Officer

Kate Saltonstall, CFA®

ksaltonstall@sandycoveadvisors.com | 617.622.1503

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Kate is the Chief Investment Officer at Sandy Cove Advisors, where she brings over 30 years of experience navigating the complexities of the financial markets. With a disciplined, thoughtful approach to portfolio construction, Kate works closely with clients to align their investments with their long-term goals—always with an emphasis on listening first and tailoring solutions to fit each individual’s needs.

Kate leads the firm’s Investment Committee, where she oversees strategic asset allocation, portfolio design, manager selection, and risk management. She is known for her steady guidance, particularly during periods of market volatility, and is deeply committed to helping clients invest their hard-earned capital with confidence and clarity.

Throughout the first half of her career, Kate sharpened her investment acumen in roles as a portfolio manager at BlackRock and as an equity analyst at Boston Partners, Independence Investments, and Morgan Stanley. More recently, she has focused on advising individuals and families, combining technical expertise with a personal, client-centered approach.

A Chartered Financial Analyst (CFA®) since 2001, Kate is a member of the CFA Society Boston and is a long-standing member of the Boston Estate Planning Council. She is also a passionate advocate for women in finance, actively involved in both local and national organizations that support mentorship, education, and career advancement for women in the industry.

Kate earned her Bachelor of Arts from Lehigh University and her MBA from Tulane University. Outside the office, she enjoys staying active, spending time with family and friends, and championing causes that support financial literacy and empowerment.

Experience

Previous experience includes over 26 years of financial and investment work in key analyst and portfolio manager roles at firms including BlackRock, Boston Partners and Brown Advisory.

Education & Professional Designations

B.A. in International Relations, Lehigh University
M.B.A., Tulane University
Chartered Financial Analyst designation (CFA)

Jennifer Mitchell, CDFA®

Managing Director

Jennifer Mitchell, CDFA®

jmitchell@sandycoveadvisors.com | 561-282-1890

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Jennifer Mitchell is a Managing Director of Sandy Cove Advisors, heading up our Florida office. One of Jennifer’s greatest joys is to see people truly enjoy their lives, knowing they have a financial plan in place and an accompanying investment strategy that will lead them to a successful financial future. Her goal is to help clients get their “financial house” in order by aligning investments with current and future goals and then marrying that with a thoughtful estate plan.

Jennifer has worked for some of the leading wealth management firms, including JPMorgan, Lehman Brothers and Sanford Bernstein. Jennifer provides thoughtful investment and wealth advisory solutions appropriate for each client’s goals. She works with clients and advisors to integrate, implement, and advise on customized investment strategies and wealth management solutions. As a member of Sandy Cove's investment committee, she is dedicated to researching and recommending investment strategies for unique client situations.

Jennifer holds her Certified Divorce Financial Analyst (CDFA) designation, guiding and offering a steady hand through the divorce process. She is an active member of the Palm Beach County Estate Planning Council, the Palm Beach Chamber of Commerce and IMPACT the Palm Beaches.

Experience

Prior to joining Sandy Cove Advisors, Jennifer spent 25 years in various senior positions at JPMorgan Private Bank and Lehman Brothers/Barclays Wealth

Education & Professional Designations

B.S. from Texas A&M University
Master in Business Administration from Harvard University
Certified Divorce Financial Analyst Designation (CDFA®)

Paul Prescott

Chief Financial Officer

Paul Prescott

pprescott@sandycoveadvisors.com | 617.622.1502

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Paul M. Prescott serves as Chief Financial Officer at Sandy Cove Advisors, bringing over 30 years of financial leadership experience across investment management, corporate finance, and entrepreneurial ventures. Known for his strategic mindset and steady financial stewardship, Paul partners closely with the leadership team to guide the firm’s financial planning, operations, and long-term growth strategy.

Paul’s career spans a range of industries and business stages, from established financial institutions to fast-growing entrepreneurial companies. He has a proven track record of leading organizations through key inflection points—whether scaling operations, navigating acquisitions, or building financial infrastructure to support sustainable growth. His expertise lies at the intersection of strategy, operations, and investment analysis, where he brings clarity, structure, and vision.

Before joining Sandy Cove, Paul served as CFO of Monarch Partners Asset Management LLC, where he helped lead the firm through its growth to $1 billion in assets under management. His earlier experience includes leadership roles at Fund Distributors Inc. and The Boston Company, where he developed deep capabilities in institutional finance and operational controls.

Paul has also served as CFO for companies in diverse industries. At LhasaOMS, a leading e-commerce acupuncture supply company, he modernized financial systems to support nationwide expansion. At SourceOne, an energy solutions startup, he helped grow the company into an industry leader and played a key role in its acquisition by Veolia Energy North America. Today, in addition to his role at Sandy Cove, Paul is a Partner at FIDE Advisors LLC, a boutique firm he co-founded to provide outsourced CFO and COO services to early-stage and growing companies.

Paul’s commitment to service extends beyond his professional life. He has held leadership roles in several community organizations, including the Finance Committee at Frenchman’s Reserve, as well as volunteer roles with Cohasset youth sports programs—as a coach, treasurer, and club president.

He earned a Bachelor of Arts in Economics from Colby College and an MBA in Finance from Boston College.

Experience

Decades of experience in financial management and investment research and strategy

Emily Fluke, CFP®

Client Advisor

Emily Fluke, CFP®

efluke@sandycoveadvisors.com | 617.622.1509

Emily Fluke is a Client Advisor at Sandy Cove Advisors, where she builds lasting relationships as a trusted guide for the firm’s high-net-worth clients. Known for her approachable style and strong interpersonal skills, Emily brings both deep financial knowledge and a personal touch to every client interaction. She is passionate about helping individuals and families navigate the complexities of wealth with clarity, confidence, and care.

With nearly a decade of experience in wealth management at firms including First Republic Private Wealth Management, JPMorgan, and Citizens, Emily offers a thoughtful, holistic approach to financial planning. As a Certified Financial Planner (CFP®), she works closely with clients to craft customized strategies aligned with their unique goals and values—helping them grow, preserve, and transfer wealth across generations.

Emily earned her Bachelor of Arts in Economics from Middlebury College, graduating cum laude. During her time there, she was a standout student-athlete, earning First Team All-American honors and being named NESCAC Player of the Year in ice hockey. Her leadership continued beyond college, as she played professionally for five years in the National Women’s Hockey League (NWHL) and Premier Hockey Federation (PHF), where she captained the Connecticut Whale and was selected for the league’s All-Star team.

Outside of work, Emily brings the same energy and dedication to her personal life. She enjoys staying active, spending time with family and friends, and continuing to support and mentor young athletes.

Experience

Prior experience includes working at First Republic Private Wealth Management, JP Morgan and Citizens

Education

Graduated Cum Laude from Middlebury College in Economics
Certified Financial Planning Designation (CFP®)

Mathias Loft

Investment Operations Analyst

Mathias Loft

mloft@sandycoveadvisors.com | 617.622.1512

As an Operations and Investment Analyst at Sandy Cove Advisors, Mathias plays a key role in supporting both the operational and investment functions of the firm. He works closely with the investment team to help ensure the accurate execution and oversight of client portfolios, contributing to performance reporting, trading and reconciliation, compliance monitoring, and fund analysis. Mathias also supports the Chief Investment Officer in asset allocation analysis, portfolio implementation, and risk management.

Mathias brings a strong foundation in client service and operational excellence from his time at MFS Investment Management, where he worked as a Client Service Representative. There, he collaborated with financial professionals and shareowners to facilitate trades, maintain accounts, and ensure compliance with internal policies and regulatory standards—all while delivering a high level of service with a client-first mindset.

A graduate of Saint Michael’s College, Mathias earned his Bachelor’s Degree in International Relations while also playing college soccer. He is a dual citizen of Denmark and the United States and brings an international perspective and team-oriented mindset to his work.

Outside of the office, Mathias lives in South Boston and stays active in his passions—keeping a close eye on the financial markets and the global soccer scene alike.

Patti Murray

Client Service Associate

Patti Murray

pmurray@sandycoveadvisors.com | 617.622.1504

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Patti is a Client Service Associate at Sandy Cove Advisors, bringing over 25 years of experience in client service and administrative support. Known for her dedication, professionalism, and genuine care for others, Patti plays a vital role in ensuring a seamless and welcoming experience for clients. From onboarding to ongoing support, she works closely with clients, colleagues, and external advisors to deliver thoughtful, attentive service at every step.

Patti takes pride in building strong relationships and helping clients feel comfortable and supported throughout their journey with Sandy Cove. Her ability to anticipate needs, stay organized, and respond with kindness makes her an invaluable resource to both clients and the team.

Before joining Sandy Cove, Patti supported several medical practices at Atrius Health, as well as the practice admin. Prior to that, she worked at JDJ Resources as a client concierge. Patti provided personalized high touch administrative services to their high net worth clients.

Patti is known for her strong work ethic and willingness to step in wherever needed. She brings a calm, can-do approach to her work and is always focused on creating the best possible experience for those around her.

Kerry Thomson

Client Service Associate

Kerry Thomson

kthomson@sandycoveadvisors.com | 617.622.1506

Kerry joined Sandy Cove Advisors in 2025 as a Client Service Associate, bringing a unique blend of administrative expertise and educational experience to her role. Working closely with Founder Deirdre Prescott, she plays a key role in supporting the firm’s high-touch client service model, providing thoughtful, organized, and responsive support to both clients and colleagues.

Kerry is known for her strong organizational skills, problem-solving mindset, and commitment to creating smooth, seamless experiences for clients. Her background includes more than 15 years at Fidelity Investments, where she developed deep expertise in administrative operations within the financial services industry. She also brings a rich perspective from the education sector, having worked in various student roles within the Hingham Public Schools. There, she focused on helping students re-engage academically and emotionally following extended absences, further underscoring her ability to offer compassionate and structured support.

Kerry holds a Bachelor of Arts in Politics and Environmental Studies from Mount Holyoke College and is currently completing a dual master’s program in Elementary Education and Consulting Teacher of Reading (M.Ed.) at Lesley University.

Outside of work, Kerry is an energetic contributor to her community. She actively volunteers with local schools, youth programs, and sports organizations, reflecting her enduring commitment to helping others thrive.

Experience

Gained experience working at Fidelity Investments, where she developed deep expertise in administrative operations within the financial services industry.

Education & Professional Designations

Mount Holyoke College Graduate with a Bachelor of Arts in Politics and Environmental Studies
Currently completing a dual master’s program in Elementary Education and Consulting Teacher of Reading (M.Ed.) at Lesley University

Bruno Prescott

Senior Comfort Advisor

Bruno Prescott

As Senior Comfort Advisor, Bruno provides comfort and emotional support to the Sandy Cove team with his joyful nature, calm demeanor and eagerness to interact with his colleagues and clients. Bruno starts his day at the office by making his rounds to say hello to all of his colleagues and greets all of our visitors. Bruno hails from an Iowa breeder and shares his Mid-western charm as an ambassador and mascot for the firm. Bruno currently resides with the Prescott family and when he is not comforting one of us at the office, he works primarily from home.