Great Diamond Partners

Many thanks to our relationship managers at Dynasty Financial Partners – Jeremy Zoladz, Ryan MacDonald, and Katie Tyrrell – who flew in for a visit earlier this week. Their collaboration with and commitment to our team is much appreciated.

As the industry advocate for independent advisors, Dynasty provides access to proprietary resources, integrated technology, capital strategies, and an extended community, allowing us to realize full independence and provide clients with a truly personalized wealth management experience. We are are Independent but Not Alone®!

We're pleased to share that Amanda Persichilli has been promoted to Firm Operations Manager.

Amanda joined Great Diamond Partners in 2024 to support office operations, partner with all team members, and ensure an exceptional experience for clients and visitors.

Her role has evolved and Amanda now leads daily business practices with responsibilities in budgeting and finance, human resources, policy implementation, and strategic planning.

Learn more about Amanda on our website at https://greatdiamondpartners.com/who-we-are/amanda-persichilli/

Please join us in celebrating Managing Partner Helen Andreoli for being named to the Forbes 2026 Top Women Wealth Advisors Best-In-State list!

Whether leading our team with compassion, advising clients with respect and honesty, or serving the community with passion and generosity, Helen lives by the philosophy that the energy you give out is mirrored back to you.

This recognition is well-deserved!

The Forbes | SHOOK Research ranking highlights more than 2,800 women nationwide and is compiled by SHOOK Research through a rigorous review process.

Learn more at https://www.forbes.com/lists/best-in-state-women-advisors/

"While uncertainty is never absent, discipline and perspective remain our anchors."

Read our latest Market Update from Founding Partner Jack Piper offering a fourth quarter review and what we're paying attention to in 2026.

https://greatdiamondpartners.com/what-were-thinking/market-update%e3%83%bb2025-q4-review/

Read our latest Market Update from Founding Partner Jack Piper offering a third quarter review plus thoughts on the AI boom and the bond market.

https://greatdiamondpartners.com/what-were-thinking/market-update%e3%83%bb2025-q3-review/