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.
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.
Janie Monroe is a Senior 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 II candidate in the CFA program.
Janie lives outside of Boston with her family. She enjoys cooking, exercising, and spending time with her friends and family.
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.
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.
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.
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.
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.
Blake Perkins is an Senior Investment Associate at Daintree Advisors. He provides rebalancing and trading, due diligence, and operational support to Daintree’s investment and client service teams. Blake earned a Bachelor of Arts in History from Amherst College.
Karen is a Managing Director and Director of Operations & 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 a baby girl. She practices yoga and enjoys living in the New Hampshire seacoast community of Hampton Falls where she is sailing and renovating a 38-foot Pearson sloop.