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Meet Your

Financial Advocates

About Our Team

Our team works collaboratively to enhance client service, develop our staff,
leverage our many advisors with decades of experience, and grow talent from within.


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Sam Afari-Aikins, CFP® Photo
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Sam Afari-Aikins, CFP®

Partner & President
Sam Afari-Aikins

Samuel Afari-Aikins, CFP®

Partner
President


617.848.3464

saikins@daintreeadvisors.com

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Samuel Afari-Aikins is a Partner at Daintree Advisors, joining the firm in January of 2013. In his role as President, Sam is responsible for day-to-day management and brings his extensive experience and passion for helping clients develop and define their goals and provides objective, comprehensive financial planning and investment management guidance.

Prior to joining Daintree, Sam worked as the Group Financial Controller of The Works Media Group, a London-based independent film production and distribution company. Prior to The Works Media Group, Sam worked as a Corporate Resource Officer at the United Kingdom Department of Health. Sam began his career as a Sales Representative of Guinness Ghana Limited, a subsidiary of Guinness Brewing Worldwide in Ghana, West Africa, before relocating to England to study.

Sam earned a Master of Science in Taxation with Distinction and a Graduate Certificate of Financial Planning from Bentley University. He earned a B.A. degree in Accounting and Finance from the University of East London in England. Sam is a Chartered Management Accountant (UK), Chartered Global Management Accountant, a Certified Fraud Examiner, and a CERTIFIED FINANCIAL PLANNER™ practitioner. Sam has been named a Five Star Wealth Manager as featured in Boston Magazine for 2019, 2020, and 2021.

Sam is a member of the Boston Estate Planning Council and serves on the Inclusion and Diversity Committee. He lives in Carmel, Indiana, with his wife and their three young children. He enjoys reading, coaching soccer, and learning new languages.

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Karen Angrisano

Chief Operating Officer & Chief Compliance Officer
Karen Angrisano

Karen Angrisano

Chief Operating Officer
Chief Compliance Officer


617.848.3410

kangrisano@daintreeadvisors.com

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Karen is the Chief Operating Officer & Chief Compliance Officer at Daintree Advisors. She joined the firm in December of 2011 as Office Manager. Karen supervises several back office functions, including human resources, insurance, technology, client reporting, and compliance. Karen is also Chief Compliance Officer at Veriti Management, an affiliated company of Daintree, providing direct indexing and values-based investing. Previously, Karen was a Client Service Manager at Wells Fargo. She earned a Bachelor of Science in Management and a Master of Science in Management from Eastern Nazarene College. Karen has two adult sons and is the proud grandmother of two grandchildren. She practices yoga and enjoys living in New Hampshire where she is sailing and renovating a 38-foot Pearson sloop.

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Barbara C. Attardo, CFP®, AEP®, CDFA® Photo
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Barbara C. Attardo, CFP®, AEP®, CDFA®

Partner & Senior Client Advisor
Barbara C. Attardo

Barbara C. Attardo, CFP®, AEP®, CDFA®

Partner
Senior Client Advisor


617.848.3453

battardo@daintreeadvisors.com

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Barbara C. Attardo is a Partner at Daintree Advisors, joining the firm in 2011. With almost 30 years of experience servicing the complex needs of high and ultra high net worth individuals and families, Barbara is skilled in providing objective, comprehensive financial planning and investment management. In her roles as Senior Client Advisor and Senior Wealth Strategist, Barbara works with clients to build, enjoy, preserve, and transfer wealth consistent with their goals. Additionally, as a member of Daintree’s Divorce Consulting Practice, Barbara compassionately assists individuals and couples successfully navigate the financial challenges of divorce.

Prior to joining Daintree Advisors, Barbara was a Senior Vice President and Senior Financial Planner at Wells Fargo Private Bank (and its predecessor Wachovia Wealth Management). Previously, Barbara was a Partner at Tofias PC and Director of Tofias Financial Advisors LP, where she provided fee-only financial planning and investment management.

Barbara earned a B.A. degree in Mathematics from Boston College where she graduated summa cum laude. She is a member of Phi Beta Kappa. Barbara received a Financial Planning Certification from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Accredited Estate Planner® designation and the Certified Divorce Financial Analyst® certification. Barbara is a past board member of the Boston Estate Planning Council and the Financial Planning Association of Massachusetts. She has been published, quoted, and featured in various publications. Barbara has been named a Five Star Wealth Manager as featured in Boston Magazine for the last five years (2017-2021).

Barbara lives with her husband Frank in Winchester. They have three sons. Barbara is an avid reader, has a green thumb, and enjoys running, cycling, and hiking.

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David L. Beatty, CFP® Photo
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David L. Beatty, CFP®

Managing Partner & Chief Executive Officer
David L. Beatty

David L. Beatty, CFP®

Managing Partner
Chief Executive Officer


617.848.3421

dbeatty@daintreeadvisors.com

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David L. Beatty is the Founder of Daintree Advisors.

Dave is also a Co-Founder and Managing Partner of Veriti Management, an affiliated company of Daintree, providing direct indexing and values-based investing.

Before founding Daintree in March of 2010, Dave was Regional Managing Director and member of the Investment Committee of Calibre Advisory Services, a 16 billion dollar multi-family office within Wachovia Bank. Prior to Calibre, Dave was the founder and CEO of a multi-family office, Tanager Financial Services, Inc. From its start in 1995 until its sale to Wachovia in 2004, Tanager grew to more than fifty employees and more than 2 billion dollars of assets under advisement. Dave began his career in financial services at Price Waterhouse where he became the lead personal tax and financial planning advisor in their Boston office.

Dave earned a Masters of Management as an Austin Scholar from the Northwestern University J.L. Kellogg Graduate School of Management. Dave received his B.A. from Wesleyan University, where he was Phi Beta Kappa. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Dave and his wife Ellie live in Newton, where they welcome as many visits as possible from their adult sons, Joel and Ian. Dave enjoys cycling, birdwatching, gardening, and charitable interests, including service to Gordon College and Kore Alliance.

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Abrielle Bradley

Senior Operations Associate
Abrielle Bradley

Abrielle Bradley

Senior Operations Associate


617.848.3420

abradley@daintreeadvisors.com

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Abrielle Bradley is a Senior Operations Associate at Daintree Advisors. She works closely with our Family Office clients, providing payroll, bill pay, bookkeeping, and cash management support. Prior to joining Daintree in 2010, Abrielle was a Payroll and Accounts Payable Specialist with Central Parking Systems. She earned a degree in Business at Eastern Nazarene College.

Abrielle lives in Albuquerque, New Mexico, and enjoys photography and painting in her free time.

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Yanming Chen

Operations Associate
Yanming Chen

Yanming Chen

Operations Associate


617.848.3461

ychen@daintreeadvisors.com

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Yanming Chen is an Operations Associate at Daintree Advisors where she focuses on client billing, bill pay, and bookkeeping. She earned a Bachelor Degree in Accounting from the University of Massachusetts – Boston. Prior to joining Daintree, she was a Client Operations Specialist at State Street.

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Darlene R. Dahl, CPA/PFS, CDFA®, AEP® Photo
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Darlene R. Dahl, CPA/PFS, CDFA®, AEP®

Senior Client Advisor
Darlene R. Dahl

Darlene R. Dahl, CPA/PFS, CDFA®, AEP®

Senior Client Advisor
Managing Director


617.848.3454

ddahl@daintreeadvisors.com

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Darlene R. Dahl is a Managing Director at Daintree Advisors, joining the firm in February of 2012. Drawing from her extensive experience over the past 20 years, Darlene is adept at servicing the needs of high net worth individuals and multi-generational families. In her role as Senior Client Advisor, Darlene works closely with Daintree clients monitoring their investments, identifying and managing risk, and conducting legacy conversations around preserving wealth across generations. Darlene is a member of Daintree’s Divorce Consulting Practice and effectively coaches women through transition, including sudden wealth, loss of a loved one, and divorce. She has completed MWI’s Forty-Hour Mediation Training Program and MCLC’s Interdisciplinary Collaborative Law Training.

Prior to joining Daintree Advisors, Darlene spent over nine years as a Senior Vice President and Associate Director of Client Management at Wells Fargo Family Wealth (and its predecessors Wachovia and Tanager Financial Services). Previous to Wells Fargo, Darlene provided comprehensive personal financial and individual tax planning services at Ernst & Young LLP and served as the Quality Control Director at Tonneson & Company CPA’s PC.

Darlene earned a B.A. in Business Economics and Accounting from North Dakota State University. She holds the CPA/PFS (Certified Public Accountant/Personal Financial Specialist), the CDFA®(Certified Divorce Financial Analyst®), and the AEP® (Accredited Estate Planner) designations. Darlene was named a Five Star Wealth Manager as featured in Boston Magazine for 2018 and 2019.

Darlene lives in Danvers and is the proud mother of two sons. She enjoys golfing and spending time with her grandchildren.

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Lauren N. Desforge, CFP®, CPA/PFS, CDFA®, AEP® Photo
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Lauren N. Desforge, CFP®, CPA/PFS, CDFA®, AEP®

Senior Client Advisor
Lauren N. Desforge

Lauren N. Desforge, CFP®, CPA/PFS, CDFA®, AEP®

Senior Client Advisor
Managing Director


617.848.3449

ldesforge@daintreeadvisors.com

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Lauren N. Desforge is a Managing Director at Daintree Advisors, joining the firm in 2011. She has been advising high net worth individuals and families for over 25 years. Lauren provides her clients with investment advisory and financial planning services with the goal of helping clients realize their financial goals and achieve peace of mind. Lauren is a member of Daintree’s Divorce Consulting Practice, assisting individuals and couples in transition with the financial aspects of divorce. Lauren has completed MCLC’s Interdisciplinary Collaborative Law Training.

Prior to joining Daintree Advisors, Lauren was a Vice President at Wells Fargo Family Wealth, the family office division of Wells Fargo’s Private Bank (and its predecessors Wachovia and Tanager Financial Services). Lauren also provided financial planning and tax planning services at Tofias, Fleishman Shapiro and KPMG.

Lauren earned an M.B.A. from the John Anderson School of Business at UCLA, a Masters of Science in Taxation and a B.A. degree in Accounting from Bentley University. She holds the CERTIFIED FINANCIAL PLANNER™ certification, the CPA/PFS (Certified Public Accountant/Personal Financial Specialist) designation, and the Certified Divorce Financial Analyst® and AEP® (Accredited Estate Planner) designations.

Lauren is a member of the Public/Community Outreach Committee of the Boston Estate Planning Council. Lauren has also served as a financial coach for Budget Buddies, an organization that promotes financial literacy among low income women. Lauren was named a Five Star Wealth Manager as featured in Boston Magazine for 2017, 2018, 2019, and 2021.

Lauren has two children and enjoys spending time with her large extended family at the family cottage in New Hampshire. Lauren continues to work on her golf game with the hope of having a handicap that is worthy of discussion.

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Joseph DiGregorio

Investment Associate
Sam Afari-Aikins

Joseph DiGregorio

Investment Associate


617.848.3450

jdigregorio@daintreeadvisors.com

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Joe DiGregorio is an Investment Associate at Daintree Advisors, joining the firm in December of 2019.  He works with the investment team and clients to help them understand, implement, and achieve their investment goals.

Prior to joining Daintree Advisors, Joe worked as an Associate Financial Advisor at New England Wealth Management. There he assisted in managing the firm’s corporate wealth management business and had a large role in developing the firms models for private wealth management clients.

Joe earned a Bachelor of Science in Finance from Endicott College.

Joe lives on the North Shore and is an avid NY sports fan. He enjoys spending time with friends and family.

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Jonathan Dunham, CFP®

Associate Client Advisor
Jonathan Dunham

Jonathan Dunham, CFP®

Associate Client Advisor


617.848.3434

jdunham@daintreeadvisors.com

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Jonathan Dunham is an Associate Client Advisor at Daintree Advisors, joining the firm in June of 2016. Jon provides clients with comprehensive financial planning and investment management services.

Jon attended the University of New Hampshire where he graduated with a B.S. in Business Administration. Prior to joining Daintree, he earned a Master of Science in Financial Planning (MSFP) from the McCallum Graduate School of Business at Bentley University. He holds a CERTIFIED FINANCIAL PLANNER™ certification.

Jon and his wife Annie live in Norwood with their dog Pippa. In his free time, he enjoys traveling, golf, and craft beer.

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Kent M. Forkner

Partner & Chief Investment Officer
Kent M. Forkner

Kent M. Forkner

Partner
Chief Investment Officer


617.674.2400

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Kent M. Forkner is Chief Investment Officer and a Partner at Daintree Advisors. Kent joined Daintree at its inception in early 2010 and oversees Daintree’s investment advisory process. He sets investment strategy and manages ongoing due diligence and implementation for client portfolios. He also serves as Chief Investment Officer of Veriti Management, an affiliated company of Daintree, providing direct indexing and values-based investing.

Kent’s career spans a broad spectrum of investment research and management on specific industries to global asset allocation of public and private securities. Over his career in both large and smaller money management firms, he has learned the importance of using and understanding the right tools whether it is fundamental, technical, quantitative, tax, or risk analysis. Kent especially enjoys considering with clients which items are at the intersection of greatest control and those that will truly make a difference for them.

Previously, Kent was a Senior Vice President and Portfolio Manager at The Boston Company and Director of Research for Mellon Growth Advisors LLC. Prior to that, Kent worked as a Senior Equity Analyst at State Street Global Advisors. Kent began his post-business school investment management career at Alex. Brown where he was an Associate Analyst covering the insurance industry.

Kent received his M.B.A. from the Olin Graduate School of Business at Babson College and his B.A. from Wheaton College (IL).

Kent and his wife Lisa live in Hingham and have three adult children. Kent provides counsel to several non-profit interests, serving in various volunteer leadership roles at Boston Trinity Academy, Wheaton College (IL), and South Shore Baptist Church in Hingham.

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Shadrack Frempong

Senior Client Service Associate
Shadrack Frempong

Shadrack Frempong

Senior Client Service Associate


617.848.3418

sfrempong@daintreeadvisors.com

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Shadrack Frempong joined Daintree Advisors in June of 2016, starting as an Operations Associate before moving on to the role of Client Service Associate. Today, he is a Senior Client Services Associate, working with individuals and families to help them understand, implement, and achieve their financial goals.

Prior to joining Daintree Advisors, Shadrack worked as a Loan Servicing Associate at State Street Bank in Boston, MA.

Shadrack earned a Bachelor of Science in Finance from Western New England University, where he was a member of the Finance Club, and participated in a special semester-long portfolio investment project where his class was entrusted with selecting $100,000 of stocks for the Cohen Student Managed Fund, and personally managed the energy sector allocation of $10,000. He is currently working towards obtaining the CERTIFIED FINANCIAL PLANNER™ certification.

Shadrack hails from Ghana. He enjoys soccer, reading, and spending quality time with family and friends.

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Alexander J. Gross, CPA/PFS, CFP®, AEP® Photo
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Alexander J. Gross, CPA/PFS, CFP®, AEP®

Partner & Senior Client Advisor
Alexander J. Gross

Alexander J. Gross, CPA/PFS, CFP®, AEP®

Partner

Senior Client Advisor


617.848.3412

agross@daintreeadvisors.com

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Alexander J. Gross is a Partner at Daintree Advisors, joining the firm in December 2011. In his role as a Senior Client Advisor, Alex provides holistic financial planning to clients in the context of their investment management, estate and income tax planning, philanthropy, insurance and cash flow management.

Prior to joining Daintree Advisors, Alex was an Associate Director of Client Management at Wells Fargo Family Wealth (and its predecessors Wachovia and Tanager Financial Services). Before Wells Fargo, Alex provided financial and tax planning services at Arthur Andersen LLP.

Alex earned a B.A. in Financial Accounting from Bryant University, where he was inducted into the Beta Gamma Sigma honor society. Alex subsequently completed a Masters in Taxation and Master Personal Financial Planner Certificate at Bentley University. He is a Certified Public Accountant with a Personal Financial Specialist designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. In 2019, Alex received the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils.

Alex is a member of the Boston Estate Planning Council and serves on the Board of Directors of the Maynard Youth Soccer Association. He was named a Five Star Wealth Manager as featured in Boston Magazine for the last five years (2017-2021).

Alex lives in Maynard with his wife Michel and their young sons Evan and Justin. Alex and Michel are avid travelers and have wonderful memories of stops in the Hawaiian Islands, St. Lucia, and Machu Picchu in Peru.

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Arlene James

Operations Manager


Arlene James is an Operations Manager at Daintree Advisors. She supports the overall operational processes of the firm, and in particular the on-boarding process, coordinating all aspects of our clients’ transition to Daintree and the quarterly client reporting, focusing on data integrity.

Prior to joining Daintree, Arlene worked in Client Service at Bank of America – US Trust. Arlene earned a Bachelor of Science in Accounting from Northeastern University.

Arlene migrated the Caribbean, and loves travelling back there to enjoy the warm weather. In her spare time, she enjoys volunteering at her church in different arears that support the community they serve.


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Evan P. Kaplan, CFP®, CFA®  Photo
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Evan P. Kaplan, CFP®, CFA®

Director & Client Advisor
Evan P. Kaplan

Evan P. Kaplan,  CFP®, CFA®

Director

Client Advisor


617.848.3409

ekaplan@daintreeadvisors.com

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Evan Kaplan is a Director at Daintree Advisors. In his role as Client Advisor, Evan works with clients to help them understand, implement, and achieve their financial goals and is a member of the firm’s rebalancing and trading team.

Prior to joining Daintree, Evan worked for an investment management and commercial real estate holding company in Portland, Maine.

Evan attended Colby College where he graduated with honors in history. He holds a CERTIFIED FINANCIAL PLANNER™ certification and is a CFA® charterholder. Evan is a member of the CFA Society Boston and the CFA Institute.

Evan and his wife Sarah live in Plymouth, New Hampshire. He enjoys traveling, cycling and sailing off the coast of Maine.

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Greg Larson

Senior Investment Associate
Greg Larson

Greg Larson

Senior Investment Associate


617.848.3416

glarson@daintreeadvisors.com

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Greg Larson is a Senior Investment Associate at Daintree Advisors, joining the firm in February of 2014. He provides trading and rebalancing support to our advisors and serves as a liaison between Daintree and our Due Diligence, Custodial, and Investment Manager relationships.

Prior to joining Daintree, Greg worked for AXA Enterprise Funds in Atlanta, Georgia, in a number of roles including Retirement Plan Services, Operations, and Support to Tomorrow’s College Investment Plan, a 529 Plan sponsored by the state of Texas.  Prior to AXA, Greg worked for FSC Securities, a Broker/Dealer, also in Atlanta.

Greg earned a Bachelor of Business Administration from the University of Michigan and was awarded the CFA Institute Investment Foundations™ certificate (2017). In 2019, Greg achieved the Chartered SRI Counselor or CSRIC™ Professional Designation.

Greg lives in Quincy and enjoys his view of Quincy Bay and the Boston skyline. He is an avid Boston and University of Michigan sports fan. He also enjoys attending live music concerts and trivia nights, reading, and is an extensive traveler, particularly to Central America, where he supports ASAPROSAR, an NGO in El Salvador.

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Ryan Leitch

Client Service Associate
Sam Afari-Aikins

Ryan Leitch

Client Service Associate


617.848.3537

rleitch@daintreeadvisors.com

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Ryan Leitch joined Daintree Advisors in April of 2020 as a Client Service Associate, working with individuals and families to help them understand, implement, and achieve their financial goals.

Prior to joining Daintree Advisors, Ryan worked as a Fund Accountant at Brown Brothers Harriman in Boston, MA.

Ryan earned a Bachelor of Science in Business Administration with a concentration in Finance from the University of Rhode Island. He is currently a Level I candidate in the CFA Program and working towards obtaining the CERTIFIED FINANCIAL PLANNER™ certification.

Ryan lives in South Boston and is an avid sports fan. He enjoys keeping active and spending time with friends and family.

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Madiha Molani

Operations Associate
Sam Afari-Aikins

Madiha Molani

Operations Associate


617.848.3430

mmolani@daintreeadvisors.com

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Madiha Molani is an Operations Associate at Daintree Advisors. Her responsibilities include supporting Daintree’s staff with office, administrative, and operations functions. She earned a Bachelor of Arts in Environmental Science with a minor in Applied Music from Colby College.

Madiha lives in Boston and enjoys baking, hiking, playing squash, and performing jazz.

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Janie Monroe, CFP®

Associate Client Advisor
Janie Monroe

Janie Monroe, CFP®

Associate Client Advisor


617.848.3461

jmonroe@daintreeadvisors.com

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Janie Monroe is an Associate Client Advisor at Daintree Advisors, where she helps individuals and families manage their wealth in line with their goals and values. She works with many of the firm’s multi-generational clients who have complex financial planning and investment management needs.

Before joining Daintree Advisors in November of 2018, Janie worked with several Registered Investment Advisors in the greater Boston area providing financial planning and investment advisory services to high net worth individuals and families. She obtained a Bachelor of Science in Corporate Finance and Accounting with a minor in Law from Bentley University, as well as a Master of Science in Financial Planning from the McCallum Graduate School of Business at Bentley University. She holds a CERTIFIED FINANCIAL PLANNER™ certification and is a Level III candidate in the CFA program.

Janie is originally from the Boston area and lives with rescue dog, GG, in Mansfield. She enjoys spending her free time with friends and family, practicing yoga, and traveling.

 

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Stephen P. Oliver, CFA®, CFP® Photo
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Stephen P. Oliver, CFA®, CFP®

Partner & Senior Client Advisor & Portfolio Manager
Stephen P. Oliver

Stephen P. Oliver, CFA®, CFP®

Partner
Senior Client Advisor
Portfolio Manager


617.848.3465

soliver@daintreeadvisors.com

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Stephen P. Oliver is a Partner and Portfolio Manager at Daintree Advisors. His primary role is as Senior Client Advisor, providing family office services to some of the firm’s wealthiest families. Steve is a CFA (Chartered Financial Analyst) Charterholder and serves on Daintree’s Investment Committee. Steve has an extensive background and experience in working with families, listening and helping to discover and understand their goals and how to achieve them.

Steve joined Daintree in October 2010. Steve’s career in financial services has included creating and managing Haemonetics’ Investor Relations during their IPO. With David Beatty, Steve was a co-founder of Tanager Financial Services in 1995, which was later sold to Wachovia in 2004. Steve became a Regional Director for Calibre, responsible for the family office practice at Wachovia.

Steve received his B.A. from the University of North Carolina and earned an M.S. in Finance from Boston College and an M.Div. from Fuller Seminary. In addition to the CFA®, Steve holds the CERTIFIED FINANCIAL PLANNER™ certification.

Steve is passionate about wine, ever learning more about it and constantly sharing it with friends, tapping into his personal wine cellar in his 200 year old home in Hingham. He is a Chevalier and Officer in La Confrerie des Chevaliers du Tastevin, an international Burgundy wine society, serving as Prévôt of the Sous-Commanderie du Massachusetts. He enjoys golf, exercising, and generally being outdoors. Steve serves on the Board of Advisors for La Vida, an outdoor education and leadership program.

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Blake Perkins

Senior Investment Associate
Blake Perkins

Blake Perkins

Senior Investment Associate


617.848.3446

bperkins@daintreeadvisors.com

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Blake Perkins is a Senior Investment Associate at Daintree Advisors, joining the firm in April of 2015. He works closely with Daintree’s Chief Investment Officer and Investment Committee on investment strategy, portfolio construction, manager diligence, performance reporting, and trade support.

Prior to his current role, Blake was an Operations Associate at Daintree, where he processed client account service requests and coordinated the firm’s alternative investment, tax document, and online portal workflows. He transitioned over to the Investment Team in April 2016 as an Investment Associate.

Blake earned a Bachelor of Arts in History from Amherst College.

Blake lives a short walk away from the office in Boston’s Seaport. In his spare time, he enjoys playing and watching soccer, reading, and spending time outdoors whether it is golfing, fly fishing, or hiking.

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Matthew R. Powell

Senior Client Service Associate
Matthew R. Powell

Matthew R. Powell

Senior Client Service Associate


617.848.3417

mpowell@daintreeadvisors.com

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Matthew R. Powell joined Daintree Advisors in February of 2018 as an Operations Associate. He is now a Senior Client Service Associate, working with individuals and families to help them understand, implement, and achieve their financial goals.

Prior to joining Daintree Advisors, Matt worked as an Associate FIX Account Manager at Charles River Development in Burlington, MA.

Matt earned a Bachelor of Science in Economics-Finance with a minor in Law from Bentley University, where he was a member of the Men’s Track and Field team. He is currently working towards obtaining the CERTIFIED FINANCIAL PLANNER™ certification.

Matt lives in Boston and enjoys tennis, golf, and going to concerts.

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Mary M. Shahian, CFP®, ChFC, CDFA®  Photo
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Mary M. Shahian, CFP®, ChFC, CDFA®

Partner & Senior Client Advisor
Mary M. Shahian

Mary M. Shahian, CFP®, ChFC, CDFA®

Partner
Senior Client Advisor


617.848.3423

mshahian@daintreeadvisors.com

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Mary M. Shahian is a Partner at Daintree Advisors, joining the firm in 2010. She is a member of Daintree’s Divorce Consulting Practice and has extensive experience working with women in transition. With over 20 years of experience in wealth management, Mary provides comprehensive investment and financial planning services with the goal of helping clients preserve and grow their wealth.

Prior to joining Daintree Advisors, Mary spent ten years as a Senior Vice President and Investment Manager at Wells Fargo Private Bank (and its predecessors Wachovia Wealth Management and Tanager Financial Services). Working collaboratively with their attorneys and accountants, Mary had oversight for all aspects of her clients’ financial well-being. Prior to her time with Wells Fargo, Mary was an Investment and Client Relationship Manager at Ronald Blue & Company LLC, an Investment Officer at the Bank of Boston, and a Portfolio Manager at First Chicago Corporation.

Mary earned an M.B.A. with high distinction from the Olin Graduate School of Business at Babson College, and also received an M.Ed in Business Education from Boston University, and a B.S. magna cum laude from Salem State College. She holds the CERTIFIED FINANCIAL PLANNER™ certification, ChFC designation, and the Certified Divorce Financial Analyst® certification. Mary was named a Five Star Wealth Manager as featured in Boston Magazine five times, most recently in 2021.

Mary lives in Sudbury with her husband David. They are the parents of three adult children and enjoy skiing, tennis, and classical music. She serves on the Board of Directors for Adolescent Consultation Services and is a member of the Finance Committee at Gordon College.

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William G. Speciale, J.D., AEP®

Partner & Senior Client Advisor
William G. Speciale

William G. Speciale, J.D., AEP®

Partner
Senior Client Advisor


617.848.3408

wspeciale@daintreeadvisors.com

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William G. Speciale is a Partner at Daintree Advisors, joining the firm in March of 2012. Bill has been advising high net worth individuals and families for over 30 years. In his role as Senior Client Advisor, Bill provides objective, comprehensive financial planning and investment management to clients.

Prior to joining Daintree, Bill spent six years as a Director of Client Management at Wells Fargo Family Wealth, the family office division of Wells Fargo’s Private Bank (and its predecessor Wachovia). Before Wells Fargo, Bill advised clients at the Financial Planning Group of Babson Capital Management.

Bill earned a B.S. in Finance magna cum laude from Bentley University and went on to obtain his Masters in Taxation at Bentley. Subsequently, Bill earned his Juris Doctorate cum laude from New England Law | Boston. He is a member of the Massachusetts Bar and the U.S. Supreme Court Bar. In 2012, Bill received the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils. He was named a Five Star Wealth Manager as featured in Boston Magazine for 2019, 2020, and 2021.

Bill is a member of several professional organizations, including the Boston Estate Planning Council and the Bentley University Executive Club. He also serves as a board member for several charities and volunteers his time participating in town committees.

Bill lives in Bedford with his wife and their two sons. They enjoy making the most of the wonderful outdoor activities New England offers each season.

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Jonatán Toledo

Client Service & Community Engagement Associate
Sam Afari-Aikins

Jonatán Toledo

Client Service & Community Engagement Associate


617.848.3413

jtoledo@daintreeadvisors.com

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Jonatán Toledo joined Daintree Advisors in January 2021 as a Client Service & Community Engagement Associate. He is passionate about education and economic development with a driving desire to develop strategic partnerships that empower individuals, families, and small business owners through education, financial literacy, and social services.

Prior to joining Daintree, Jonatán worked as a fundraising professional for the MIT Sloan School of Management in Cambridge. During his tenure, he worked with many domestic and international alumni donors helping facilitate their professional, philanthropic, and volunteer engagement with the Institute according to their interests and values.

Jonatán was born and raised in the Dominican Republic and completed his undergraduate studies at the Universidad Autónoma de Santo Domingo. He moved to the United States in 2006 and now considers Boston home away from home. He holds an M.Div. from Gordon-Conwell Theological Seminary, and a Professional Graduate Certificate in Strategic Management from Harvard University. He is working towards obtaining the CERTIFIED FINANCIAL PLANNER™ certification.

Jonatán is actively involved at his local church where he teaches basic financial literacy courses to immigrant families. He enjoys helping low-income individuals learn how to better manage their finances, reduce unnecessary expenses through budgeting and cash flow planning, and prioritize reducing debt.

Jonatán and his wife live in Roxbury. He enjoys traveling, eating new foods, spending time with friends, and learning about other cultures and traditions.

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Carmen Tu

Senior Operations Associate
Carmen Tu

Carmen Tu

Senior Operations Associate


617.848.3426

ctu@daintreeadvisors.com

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Carmen Tu joined Daintree Advisors in May 2015 to provide back-office support and operational efficiency to the Ops and Client Service teams.  As a Senior Operations Associate, she assists with fee/billing processes, firm-wide internal audits, and the training of new staff.

Prior to joining Daintree, she worked at The Langham hotel in Boston, in the Finance and Accounting department.  Carmen graduated from Simmons College where she earned her Bachelor of Arts degree in Economics.  

Carmen immigrated from Vietnam. She is grateful and proud to be a US citizen.  She enjoys travelling, floral arrangement, photography, learning languages, and singing praise songs. 


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