Great Diamond Partners

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.

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.

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

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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