Sandy Nguyen is an Operations Associate at Daintree Advisors. Her responsibilities include supporting Daintree’s staff with office, clerical, and marketing functions. She earned a Bachelor’s of Arts in Religion with a minor in Deaf Studies from Boston University. Sandy is currently pursuing a certificate in Graphic Design at the School of the Museum of Fine Arts at Tufts University.

Posted: March 27, 2019 | In:

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.

Posted: March 27, 2019 | In:

Janie Monroe is a Client Service Associate at Daintree Advisors, joining the firm in November of 2018. She works with individuals and families to help them understand, implement, and achieve their financial goals.

Janie obtained a Bachelor of Science in Corporate Finance and Accounting, with a minor in Law from Bentley University. After graduating, she started her career at Ballentine Partners, where she provided financial planning and investment advisory services to high net worth clients. She obtained her 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 I candidate in the CFA program.

Janie lives in Needham with her husband. She enjoys cooking, exercising, and spending time with her friends and family.

Posted: March 27, 2019 | In:

Megan is a Senior Associate at Daintree Advisors where she focuses on design, marketing, and communications. Prior to joining Daintree, she lived and worked in China for seven years. Megan earned a Bachelor of Arts from Wheaton College, where she studied business, anthropology, and theology.

Posted: August 21, 2018 | In:

Matthew R. Powell is an Operations Associate at Daintree Advisors. He works alongside the client service team and assists with onboarding clients and maintaining client portals. Matt is also responsible for tracking statements and processing capital calls and distributions.

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

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.

Posted: August 21, 2018 | In:

JonPaul McBride is a Senior Client Service Associate at Daintree Advisors, joining the firm in May of 2018. JonPaul works closely with clients helping them to understand, implement, and achieve their financial goals.

Prior to joining Daintree Advisors, JonPaul was a Wealth Advisor at North American Management in Boston, and a Trust Administrator with Cumberland Trust in Nashville.

JonPaul earned a B.A. degree in History from Yale University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

He lives in Jamaica Plain with his wife and their daughter. He enjoys podcasts, hiking, and hot yoga. JonPaul is a member of the Leadership Committee for The Tide, the New England Aquarium’s community of young supporters.

Posted: August 21, 2018 | In:

Jonathan Dunham is a Senior Client Service Associate at Daintree Advisors, joining the firm in June of 2016. Jon works with clients to provide 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 fiancée live in Norwood. In his free time, he enjoys golf, softball and craft beer.

Posted: September 20, 2016 | In:

Shadrack Frempong is an Operations Associate at Daintree Advisors. He works closely with the client service teams to provide daily operational services to help clients achieve their financial goals. He is currently pursuing a  CERTIFIED FINANCIAL PLANNER™ certificate at Boston University. Shadrack earned a Bachelor of Business Administration with a concentration in Finance from Western New England University.

Posted: September 20, 2016 | In:

Eric Godes is President and Chief Operating Officer at Daintree Advisors, joining the firm in September 2016. Eric is responsible for day-to-day management and operations, and brings over 25 years of accomplishment in the wealth management and family office industry.

Prior to joining Daintree, Eric was COO and Chief Wealth Advisory Officer at Federal Street Advisors/Pathstone Federal Street in Boston. Before joining Federal Street Advisors, Eric co-founded Kobren Insight Management in Wellesley. He held a variety of senior management positions, including President and COO, with responsibilities including sales/relationship management, marketing, operations, and product development. In 2011, Kobren merged with Adviser Investments, a nationally known wealth management firm.

A graduate of University of Vermont, Eric earned his MBA from Babson College. He serves on the Investment Committee of the Massachusetts Service Alliance, a nonprofit organization that serves as the state commission on service and volunteerism, Institutional Investor’s Registered Investment Advisor Advisory Board, as well as Fidelity’s Institutional Wealth Services Advisor Council.

Eric lives in Needham with his wife and three children. He is an avid golfer, skier, platform tennis and squash player.

Posted: September 6, 2016 | In:

Carmen Tu is a Senior Operations Associate at Daintree Advisors. She works closely with the client service teams to assist with the on-boarding process and daily operational services.  She also performs bill pay and bank reconciliations support.  She earned a Bachelor of Arts in Economics from Simmons College.

Posted: June 4, 2015 | In: