Andrew Scott
Client Service Specialist at Great Diamond Partners
Based in Portland, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Portland
Industry
Financial Services
Company size
11
Contact information
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a•••••••@greatdiamondpartners.com
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Background
About Andrew Scott
As Client Service Specialist, Andrew is responsible for client servicing and relationship management needs, including account administration, portfolio reporting, retirement matters and client education. He also supports the team’s investment management effort. Andrew brings over ten years of financial industry experience to the team, working at UBS Financial Services in Newtown, PA, Philadelphia, PA and Portland, ME before supporting the launch of Great Diamond Partners in 2019. Prior to his career in financial services, Andrew developed valuable client service skills in his management role with Brooks Brothers. Andrew is from rural Berks County, Pennsylvania and spent many childhood summers visiting his grandparents and family in Waynesboro, Pennsylvania, right on the Mason-Dixon line. As an adult working in Philadelphia, Andrew quickly realized that the ‘big city’ wasn’t a great fit for him and he strived to land somewhere that felt more like home. With its breathtaking scenery, rugged coastlines and serene lakes, Maine felt like the perfect spot. Andrew now resides in Gray, with his wife, Meg and his two cats, Penny and Eliza. He spends many weekends renovating and restoring his 19th century farmhouse and barn. In the summer, he tends to a small vegetable patch and pretends he is a farmer. Andrew is a die-hard Philadelphia Flyers fan and would love to play in an adult hockey league if he could just improve his skating skills.
Decision-makers
Other people at Great Diamond Partners
- APManager
Amanda Persichilli
Executive Administrator · General Business & Management
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Helen Andreoli
Founding Partner & Chief Financial Officer · Other
- SWStaff
Susan Welsch
Senior Client Service Specialist · Customer/Client Service
- WTStaff
Wyatt T. Andreoli
Financial Advisor · Finance & Accounting
- JWC-Team
Joseph W. Powers
Founding Partner & Chief Planning Officer · Other
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