Great Diamond Partners

🔒Wealth management sector sees growth, deals and other changes

Maine's wealth management industry saw a number of transitions over the past two years, with an emphasis on client service in an increasingly complex field and strategies that include low client-to-advisor ratios and hiring from industries outside financial services.

Portland wealth firm adds to its team — and client assets under management

Stephen Poulos, formerly of HeadInvest, has joined Great Diamond Partners as a senior financial advisor. And Mark Doehla, formerly with H.M. Payson, is a new portfolio manager.

Former Portland wealth management CEO hangs out a shingle as coach, consultant

Steve Tenney, former CEO and founding partner of Great Diamond Partners in Portland, will run Grandview & Co. out of his home office in Falmouth.

Founding partner of Portland wealth management firm to retire

Steve Tenney will leave Great Diamond Partners at the end of May, five years after starting the wealth management firm with three former colleagues from UBS.

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🔒Retirement planning in your 50s: ‘It’s never too late’

Experts say it's never too late to start planning, even as retirement nears.

‘Thankful for the simple things’: What 10 Mainers are grateful for this Thanksgiving

Mainebiz asked 10 movers and shakers from around the state what they are most thankful for this Thanksgiving. One response: "Maine is a magical place and I appreciate living and working here more than ever.”