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 serves as our Chief Wealth Strategist and prides herself on being a collaborative problem solver who is genuinely inspired to help people. Combined with her skills as a good listener and a strong sense of intuition, Ms. Prescott guides her clients through the complexities of their financial affairs, always acting as a sounding board, confidant, trusted advisor, and friend.

Early 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 set and personal experiences, she is uniquely positioned to guide clients through both emotional and technically complex situations to ensure her clients make thoughtful decisions.

Relevant Experience

After decades of experience at large national wealth management firms, Deirdre identified an opportunity to establish a boutique that was fully dedicated to delivering a higher level of service where she could more fully engage with her clients. She differentiates herself by her warm demeanor, her compassionate care and deep financial and estate planning knowledge base. She leads clients through a process that helps them figure out where they want to go and helps them feel more financially empowered.

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 that they understand and are able to participate in the management of their wealth.

Professional and Community Involvement

Deirdre is a past President of the Boston Estate Planning Council, serving on its Executive Committee and as a two-term board member. She is a current board member of the Norwell Visiting Nurse Association. Deirdre also served on Providence College's National Board of Overseers and was a member of The Boston Foundation’s Professional Advisors Committee. She is always eager to volunteer and join committees.

Personal

Deirdre lives in Cohasset with her husband and is the proud Mother of two young adults. During her free time, she enjoys checking off her bucket list by traveling with her family and friends to special golf destinations as well as fitting in tennis, paddle and pickleball year-round.

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 Saltonstall is the Chief Investment Officer at Sandy Cove Advisors. She brings 3 decades of investment experience in navigating financial markets by applying a disciplined approach to constructing client portfolios. She employs a disciplined approach to constructing and tailoring portfolios to meet our clients’ unique financial goals. Mrs. Saltonstall also heads our Investment Committee which helps determine strategic portfolio asset allocation, portfolio construction, manager selection and portfolio risk management.

Relevant Experience

For the first half of her career, Kate honed her skills as a portfolio manager at BlackRock and as an equity analyst at Boston Partners, Independence Investments, and Morgan Stanley. More recently, Kate has been an investment advisor for families and individuals. She has seen many ups and downs with the markets over her long career and is a strong investment navigator through volatile times. Kate prides herself on listening closely to her clients' needs with a primary goal of helping clients invest their hard-earned capital to pursue their long-term investments goals.

Professional and Community Involvement

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-based 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, 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.

Personal

Kate lives in Hingham with her husband. When not watching the markets Kate enjoys golfing, boating, and being an overzealous grandmother. 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 and the Nantucket Historical Society.

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 | 617.622.1500

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Jennifer Mitchell is a Managing Director of Sandy Cove, heading up our Florida office. One of Jennifer’s greatest joys is to see people truly live and enjoy their lives, knowing they have a financial plan in place and an accompanying investment strategy that will lead them to a successful outcome. 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 a thoughtful estate plan.

Relevant Experience

Jennifer has worked for some of the leading wealth management firms, including JPMorgan, Lehman Brothers and Sanford Bernstein. As a Managing Director, 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 very passionate and dedicated to developing personalized investment strategies for unique client situations.

Professional and Community Involvement

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.

Personal

Jennifer and her husband have been happily married for more than 30 years. They are passionate golfers and spend their spare time traveling to play courses around the globe. Jennifer also enjoys playing bridge.

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®)

Keiron O'Brien

Senior Client Advisor

Keiron O'Brien

kobrien@sandycoveadvisors.com | 617.622.1508

As Senior Client Advisor for Sandy Cove Advisors, Keiron's role is to act as a lead on key client relationships. Keiron’s philosophy around wealth management is collaboration, relationship building and truly listening to clients’ complex issues and providing solutions. He seeks to help clients meet – and exceed – their personal financial goals. Keiron has experience working with entrepreneurs, busy executives, and successful families.

Relevant Experience

Prior to joining Sandy Cove Advisors, O'Brien spent over two decades in the financial service industry. Keiron held a Senior Vice President position at Brown Brothers Harriman in private banking. His experience also includes a role as Vice President of Fidelity's Charitable Services Group and six years working at private equity funds and hedge funds.

Personal

Keiron received a B.S. in Marketing from Boston College and a B.A. in Accounting and Finance from Portobello College in Dublin, Ireland. He resides in Hingham with his wife and three children. In his spare time, he enjoys coaching youth football (soccer) and playing golf.

Suellen Durkin, CDFA®

Senior Client Advisor

Suellen Durkin, CDFA®

sdurkin@sandycoveadvisors.com | 617.622.1510

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As Senior Client Service Advisor at Sandy Cove, Suellen is responsible for all aspects of administration and client service for high-net-worth families and family offices. She works closely with clients in providing the highest level of client service and account maintenance while establishing effective working relationships with colleagues and external contacts. She assists clients to identify and meet their financial goals through thoughtful financial planning. She is proficient in QuickBooks, allowing her to assist with preparing and analyzing periodic reports including cash flow statements and balance sheets.

Relevant Experience

A real passion for working with numbers set Suellen on an interesting career path that began with the Boston FBI. She worked as an Investigative Financial Analyst in Boston in the forensic accounting division and played an integral role in the Federal prosecution of white-collar criminal cases. After retiring from the FBI, Suellen worked part time in accounting and financial reporting while raising her six children.

Personal

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 also served as Treasurer for several charitable organizations and is preparing to sit for the CFP exam in March 2024. Suellen currently resides in Norwell with her family.

Experience

Prior experience includes working as an Investigative Financial Analyst at the FBI in Boston

Education

Graduated Summa Cum Laude from University of New Hampshire, B.S. in Business Administration, 1991
Certified Divorce Financial Analyst Designation (CDFA®)

Other

Candidate for Certified Financial Planning Designation (CFP®)

Aidan Ryan

Investment & Trading Associate

Aidan Ryan

aryan@sandycoveadvisors.com | 617.622.1512

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As an Investment Associate, Aidan works closely with our Chief Investment Officer and colleagues to assist in the management and protection of our clients’ assets. Aidan is responsible for many back-office client functions including portfolio manager research, investment fund ranking, trading and reconciliation, and assisting the CIO with asset allocation, portfolio construction, and portfolio risk management.

Relevant Experience

Prior to joining Sandy Cove, Aidan gained experience working at Goodwin Procter, Bain & Company and Commonwealth Financial Network. While at Commonwealth Financial, Aidan worked as an investment research Co-Op. Aidan assisted the portfolio management team at Commonwealth with back testing their investment models and helping with the development of new models. He also worked closely with Commonwealth’s equity research team by providing clients with in-depth stock analysis reports.

Personal

Aidan is a recent graduate of Northeastern University where he received a bachelor’s degree in Finance & Entrepreneurship. Aidan lives in Cohasset and enjoys fishing, golfing and watching sports. Aidan is also passionate about following market trends and researching stocks.

Experience

Gained experience working at Goodwin Procter, Bain & Company and Commonwealth Financial Network.

Education & Professional Designations

Graduate of Northeastern University where he received a bachelor’s degree in Finance & Entrepreneurship

Patti Murray

Executive Assistant

Patti Murray

pmurray@sandycoveadvisors.com | 617.622.1504

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Patti joined Sandy Cove Advisors with over 25 years of administrative experience. Patti works directly with Deirdre Prescott and manages the daily operations of the office, providing the highest level of service to Sandy Cove Advisors clients, colleagues, as well as professional advisors. Prior to joining Sandy Cove, Patti supported five practices in Weymouth as well as the Practice Administrator for those locations at Atrius Health.

Relevant Experience

Before Atrius Health, she worked at JDJ Resources for just under 10 years. Patti was one of the first employees at the multi-family office firm which opened its doors in 2001. While at JDJ, Patti helped with the overall daily operations of the office, bill paying as well as client concierge services for some of their affluent clients. As a client concierge associate, Patti helped clients with setting up home offices and maintained filing systems, maintained household schedules and vendor lists, coordinated and supervised home vendors at clients homes, processed client accounts payable and monthly bank reconciliations using QuickBooks, as well as assisted with event planning.

Personal

Patti resides on the South Shore with her husband and two children. She enjoys reading, running and walking with friends. Patti is an avid Boston sports fan. Patti’s prides herself on her customer service and professionalism. She is always willing to jump in and help someone.

Sherman Russ

Senior Client Advisor

Sherman Russ

sruss@sandycoveadvisors.com | 617.622.1500

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Sherman Russ is the Senior Client Advisor at Sandy Cove Advisors and brings many years of experience. Sherm is dedicated to managing and protecting the assets of individuals and their families

Relevant Experience

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.

Personal

Sherm currently lives in Hingham, Massachusetts. During his free time Sherm enjoys spending time with his family and grandchildren.

Experience

Decades of experience as an Investment Advisor

Education & Professional Designations

M.B.A. from Columbia University
B.A. from Middlebury College

Paul Prescott

Chief Financial Officer

Paul Prescott

pprescott@sandycoveadvisors.com | 617.622.1502

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As Chief Financial Officer, Paul helps with business strategy, financial management, investment research and strategy. Paul has extensive experience as a Chief Financial Officer working for a wholesale and distribution company and a principal of an energy consulting firm which was sold to a large multi-national company in 2007. In his previous roles, he has been successful in raising equity and instrumental in the execution on mergers and acquisitions as part of the company's growth strategy.

Relevant Experience

Paul has extensive startup and entrepreneurial experience gained thru his executive roles as VP of Finance and Controller for an internet-based investor relations website and for a mutual fund distribution startup company. Both firms were ultimately successfully sold. Previously, Paul worked for The Boston Company, a private investment bank now known BNYMellon as a divisional controller in their Securities Lending Group and in other financial and accounting roles.

Professional and Community Involvement

Paul currently sits on the Cohasset Golf Club’s Finance Committee. When his children were younger, Paul was active in coaching football, soccer, baseball and lacrosse. Paul also served as Treasurer of the Cohasset Gridiron Club and on the Cohasset Youth Baseball Board.

Personal

Paul currently resides in Cohasset with his wife and two children. During his free time Paul enjoys staying active playing golf, tennis, and paddle tennis.

Experience

Decades of experience in financial management and investment research and strategy

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.