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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. 

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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
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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)
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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®)
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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®)
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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



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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.

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Alex MacIsaac

Client Advisor

Alex MacIsaac

amacisaac@sandycoveadvisors.com | 617.622.1507


Alex MacIsaac is a  Client Advisor at Sandy Cove Advisors and brings six years  of investment and planning experience working with high-net-worth individuals, families and institutions. Alex’s responsibilities include building comprehensive financial plans, analyzing a wide range of financial strategies, and providing excellent client service to our clients.

Relevant Experience

Alex spent the first part of his career as a Portfolio Analyst and Client Strategist with BNY Mellon Wealth Management where he implemented complex financial strategies, analyzed micro and macro economic trends. Alex earned his Bachelor’s degree in Finance from the Providence College School of Business. Alex is continuing his education by studying for the Certified Financial Planner (CFP®) designation. He is an active member of the Business Associates Club.

Personal

Alex lives in Quincy with his fiancé, Katie, and loves spending time on Cape Cod with family and friends.

Experience


  • Portfolio Analyst and Client Strategist

Education & Professional Designations


  • B.S. from Providence College
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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
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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.