Great Diamond Partners
Great Diamond Partners is a registered independent wealth management firm, committed to serving sophisticated clients and their families. Our team focuses on their financial and lifestyle needs, including the preservation, growth, protection and transfer of their wealth. Integral to our planning services is our unique focus on charitable giving, an effort that is important to many of our clients and reflects our team members’ commitment to serving the greater good of our communities. Great Diamond Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
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Verified contacts
13
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
27
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- MD
Mark Doehla
Portfolio Manager Trader · Finance & Accounting
EmailPhone - MS
Meg Scott
Brand Manager · Advertising & Marketing
EmailPhone - AS
Andrew Scott
Client Service Specialist · Customer/Client Service
EmailPhone - BL
Bevin Lucas
Client Relationship Specialist · Customer/Client Service
EmailPhone - HA
Helen Andreoli
Founding Partner & Chief Financial Officer · Other
EmailPhone - JP
Jack Piper
Founding Partner · General Business & Management
EmailPhone - AP
Amanda Persichilli
Executive Administrator · General Business & Management
EmailPhone - LD
Lisa Demers
Client Relationship Manager · Customer/Client Service
EmailPhone - SW
Susan Welsch
Senior Client Service Specialist · Customer/Client Service
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Great Diamond Partners
12 distinct titles indexed · top 10 shown.
- 2client relationship specialist
- 1associate financial advisor
- 1brand manager
- 1client relationship manager
- 1client service specialist
- 1executive administrator
- 1financial advisor
- 1founding partner
- 1founding partner & chief financial officer
- 1founding partner & chief planning officer
- +2more titles
Sign up to unlock all 13 contacts at Great Diamond Partners
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