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

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. Combined with her skills as a good listener 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.

Relevant Experience

After decades of experience at leading wealth management firms including BNY Mellon and Lehman Brothers, Deirdre identified an opportunity to establish a boutique financial advisory firm 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, 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 are able to participate in the management of their wealth.

Professional and Community Involvement

Passionate about volunteering and philanthropy, Deirdre is a past President of the Boston Estate Planning Council, serving on its Executive Committee as a two-term board member. She is a current board member of the Norwell Visiting Nurse Association and Holly Hill Farm. Deirdre was a member of The Boston Foundation’s Professional Advisors Committee and was the former membership chair of the Cohasset Golf Club.

Personal

Deirdre has a Bachelor of Science (BS) in Accounting from Providence College and a Masters of Finance (MSF) from Bentley University.

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®

Kate is the Chief Investment Officer at Sandy Cove Advisors. Bringing three decades of investment experience in navigating financial markets. She employs a disciplined approach to constructing and tailoring portfolios to meet our clients’ unique financial goals. 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 financial goals. Kate 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 a financial advisor for families and individuals. She has seen many ups and downs in the financial markets over her long career and is a strong investment navigator through volatile times.

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 has also been a member of the Boston Estate Planning Council (BEPC) since 2014.

Personal

Kate holds a Bachelor of Arts (BA) from Lehigh University and a Master of Business Administration (MBA) from Tulane University.

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®

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.

Relevant Experience

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.

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.

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

As Chief Financial Officer, Paul leads with business strategy, financial management and investment research. Paul has extensive experience as a Chief Financial Officer working for a wholesale and distribution company and a principal of an energy consulting firm. Paul’s previous experience as a seasoned financial professional provides confidence and oversight to the management team of Sandy Cove advisors.

Relevant Experience

Paul has extensive startup and entrepreneurial experience gained through his executive roles as Chief Financial Officer, VP of Finance and Controller. Previously, Paul worked for The Boston Company, a private investment bank now known as BNY Mellon in various financial and accounting roles.

Professional and Community Involvement

Paul currently sits on the Cohasset Golf Club and Frenchman’s Reserve Finance Committee’s. 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 holds a B.A. in Economics from Colby College and Master’s in Business Administration (MBA) from Boston College.

Experience

Decades of experience in financial management and investment research and strategy

Patti Murray

Patti is a Client Service Associate with over 25 years of client service and administrative experience. Patti provides administrative and client support to Sandy Cove’s clients, her colleagues, as well as other professional advisors. While enjoying the process of getting to know our clients throughout the onboarding process, Patti always strives to provide the best client experience possible, genuinely enjoying helping others.

Relevant Experience

Prior to joining Sandy Cove Advisors, Patti supported several medical practices at Atrius Health. Before Atrius Health, she worked at JDJ Resources where Patti helped with the overall daily operations of the office, bill paying as well as client concierge services for some of their affluent clients.

Personal

Patti prides herself on her work ethic, customer service and professionalism. She is always willing to jump in and help someone. Patti is also a notary public.

Diana Hanke

Diana joined Sandy Cove Advisors in 2024 as a Client Service Associate. Working directly with the firm’s founder, Deirdre Prescott, Diana’s focus is to provide clients with a high level of administrative support and organization. Diana’s ability to multitask and problem solve helps her assist both client and colleagues.

Relevant Experience

Prior to joining Sandy Cove Advisors, Diana worked at Abington Bank in Cohasset. Previous positions include bank customer representative, Trust Accountant, Office Manager and Human Resources Manager. Diana joined Sandy Cover Advisors with an extensive banking and administrative background in various locations including Sydney, London, New York and Boston. She has also lived in Stockholm.

Personal

Originally from Sydney, Australia Diana returned to work after 26 years of raising her three sons. Diana has volunteered in various roles within school and sporting organizations to fundraise and provide administrative support both in Cohasset and Sydney.

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.

The Sandy Cove Team

Deirdre Prescott

Relevant Experience

Professional and Community Involvement

Personal

Experience

Education & Professional Designations

Kate Saltonstall, CFA®

Relevant Experience

Professional and Community Involvement

Personal

Experience

Education & Professional Designations

Jennifer Mitchell, CDFA®

Relevant Experience

Professional and Community Involvement

Experience

Education & Professional Designations

Paul Prescott

Relevant Experience

Professional and Community Involvement

Personal

Experience

Mathias Loft

Relevant Experience

Personal

Patti Murray

Relevant Experience

Personal

Diana Hanke

Relevant Experience

Personal

Bruno Prescott