Jonatán Toledo joined Daintree Advisors in January 2021 as Junior Client Service & Outreach 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.

Posted: January 13, 2021 | In:

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.

Posted: December 3, 2020 | In:

Joe DiGregorio joined Daintree Advisors in December of 2019 as a Junior Investment Associate, working 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.

Posted: June 24, 2020 | In:

Ryan Leitch joined Daintree Advisors in April of 2020 as a Junior 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.

Posted: May 20, 2020 | 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 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 II candidate in the CFA program.

Janie is originally from the Boston area and lives with her husband Akshay in Mansfield. She enjoys spending her free time with friends and family.

Posted: March 27, 2019 | In:

Matthew R. Powell joined Daintree Advisors in February of 2018 as an Operations Associate. He is now a Junior 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.

Posted: August 21, 2018 | In:

Jonathan Dunham is an Associate Client Advisor 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 wife Annie live in Norwood with their dog Pippa. In his free time, he enjoys traveling, golf, and craft beer.

 

Posted: September 20, 2016 | In:

Shadrack Frempong joined Daintree Advisors in June of 2016 as an Operations Associate. He is now a Junior Client Service 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.

Posted: September 20, 2016 | In:

Eric Godes is the Executive Strategist at Daintree Advisors. Eric joined the firm in 2016 and served as President and Chief Operating Officer through October 2020. Eric 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: