Helen Andreoli
Managing Partner @Great Diamond Partners
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WORK HISTORY
Managing Partner @Great Diamond Partners
Portland, ME, US
EDUCATION
University of Maine
Master of Business Administration (MBA), Finance and Financial Management Services
Bates College
Bachelor of Arts - BA, Political Science
ABOUT HELEN ANDREOLI
At the helm of Great Diamond Partners, my focus on wealth preservation, growth, and philanthropy drives the firm’s success. We provide top-tier financial services while nurturing a culture of community contribution. Our commitment to clients extends beyond financial advisement to include a strategic approach to charitable giving, reflecting our shared values.With an extensive background at Morgan Stanley, Merrill Lynch and UBS Financial Services, I transitioned to co-found Great Diamond Partners, leveraging deep expertise in wealth management and advanced planning. Our team’s proficiency has cemented our reputation as a trusted partner for sophisticated wealth management. We pride ourselves on a personalized approach that aligns with our clients’ aspirations and the collective betterment of our communities.
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