firstname.lastname@example.org | 617.622.1502
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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 the Chief Investment Officer at Sandy Cove Advisors and brings many years of investment experience to the firm. Kate works with our clients to ensure their financial goals translate into successful investment strategies. Given our holistic approach to our clients, Kate works very closely with both Toni and Deirdre to ensure the financial and overall estate plans are integrated into a client’s allocation and investment selections. She also heads our Investment Committee which help determine strategic portfolio asset allocation, portfolio construction, manager selection and portfolio risk management.
Kate brings over 26 years of relevant financial experience to Sandy Cove Advisors having been a stock analyst and mutual fund portfolio manager in her first 16 years of her career and for the last 9 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.
firstname.lastname@example.org | 617.622.1500
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.
email@example.com | 617.622.1506
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.
firstname.lastname@example.org | 617.622.1510
A real passion for working with numbers set Suellen Durkin on an interesting career path that began with the Boston FBI. She worked on a taskforce performing forensic accounting helping to prosecute criminal bank fraud cases, which eventually led to her role with Sandy Cove in accounting and client service. In between the two she applied her organizational ability and detail oriented focus to raise her six children.
As Director of Accounting and Business Services at Sandy Cove, Suellen is responsible for providing accounting and financial analysis for our family office clients. She is proficient in Quickbooks, allowing her to assist with preparing and analyzing periodic reports including cash flow statements and balance sheets. Suellen is responsible for account maintenance and client service. Suellen also fulfills an administrative role for Sandy Cove by managing accounts receivable and payable, coordinating business planning and project management and overseeing special assignments. Today she is working to further develop her capabilities and expand her knowledge by studying for her Certified Financial Planner (CFP) designation.
Suellen has served as Treasurer for several charitable organizations, including the Cohasset Football Boosters and Cohasset Sports Partnership.
Suellen lives in Cohasset with her six children. An avid reader, Suellen is focused on wellness and nutrition. Her own health regime includes hiking, walking and running, and is proud of her recent Boston Marathon finish in under four hours.
email@example.com | 617.622.1504
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 Advisors, Patti supported five practices in Weymouth as well as the Practice Administrator for those locations at Atrius Health.
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.
Patti currently resides in Hanover 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.
firstname.lastname@example.org | 617.622.1512
As a Family Office Associate, Betsy is responsible for financial analysis, reporting, and client relationship management. Betsy supports all administrative aspects of the Family Office including account reconciliation, bill management and reporting. Betsy leverages her superior analytical and interpersonal skills to provide exceptional client service
As a CPA Betsy brings over 15 years of accounting experience to Sandy Cove. She began her professional career at PricewaterhouseCoopers, then JPMorganChase where she managed audits of large multinational financial institutions, mastering her understanding of financial reporting and internal controls.
Betsy graduated Magna Cum Laude from the Boston College Carroll School of Management with a dual degree in Accounting and Marketing. She then earned her Masters in Accounting, also from BC’s Carroll School. Betsy lives in Cohasset where she enjoys all forms of outdoor recreation and spending time with her young son.
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.
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.