Since 1989, clients have chosen Bob as their lead financial professional for his knowledge, compassion, and genuine concern for their individual needs. What this means to you is knowing that you are being treated well and having someone attentive to your concerns and aspirations. The real benefit is feeling more informed and secure as you work to build a better financial quality of life.
Bob is the Director of Financial Services and founding member of ETHOS Strategic Partners. Bob began his financial services career after receiving his Bachelor of Science degree in Management from Bentley University. He served as a financial representative and sales manager with New York Life Insurance Company, and then held roles at AIG as an Agency Manager and served as a Senior Vice President for Bank of America, CNA-Viaticus, and Citi/Smith Barney before starting his own private Independent Registered Investment Advisory Practice from 2009 to 2013.
Bob has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program which includes an agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.
Bob is a former board member of “Brain Balancing of Greater Boston,” an organization dedicated to improving technology that will change how head injuries, PTSD, ADD, and other conditions are treated.
Known for her patience, reliability, and caring, supportive approach, Samantha is a Senior Financial Advisor, Certified Divorce Financial Analyst® and works closely with clients going through the separation and divorce process. Samantha is the child of divorce and has experienced its impact with many other family members. She can relate to what it is that you and your family are going through, and she is passionate about providing support to families in divorce.
Samantha focuses on educating clients about the assets that they have, the financial implications on division of assets and support payments factoring into cashflow. She also helps clients understand how to feel secure in their financial future as an individual post-divorce. It is important to her that she help you to answer the question “Am I going to be okay?”
Samantha is a founding member of ETHOS Strategic Partners and has guided hundreds of people through the divorce process. Samantha helped form ETHOS Strategic Partners after her attendance at Babson College with a degree in Business Administration. She enjoys traveling, yoga and cooking.
Clients choose to work with Tim for the trust, understanding and dependability he brings to a relationship. Tim has a genuine interest in understanding each client's unique situation and works with them to create a personalized strategy to help them achieve their goals one step at a time. The real benefit is the comfort and confidence clients feel from having a clear understanding of their financial strategy.
Prior to joining ETHOS Strategic Partners, Tim worked as a Regional Manager for Santander Bank, overseeing the bank's Rhode Island branches. Tim has always had a passion for retail banking and has over 30 years of experience in the banking industry. In his current role at ETHOS Strategic Partners, he is able to both reconnect with the relationships he has built over the years, as well as build new relationships, in order to assist his clients with their personal financial strategies and goals.
In his spare time, Tim enjoys exercising, gardening, traveling and spending time at the beach. Tim attended Bryant University and he currently resides in Pawtucket, Rhode Island.
Andrea brings a unique business background to her practice. A 1988 graduate of Suffolk University with a BS in Sociology who had originally planned on going to law school but got talked into entering the insurance business by her dad. He was a life/pension guy who also owned a Property Casualty Insurance Agency. Initially she learned the ropes of running the insurance agency but soon gravitated over to the financial services side of the house and secured her securities licenses and credentials. At that time, her and her dad were registered reps for Aetna Financial Services which later became ING and now is VOYA. As an Invest Advisory Representative with VOYA she has helped many clients develop successful financial plans encompassing retirement, Social Security, Medicare, education planning, pensions, annuities, life, disability and long- term care insurance as well as tax exempt market vehicles such as 457s and 403Bs. It was through her planning business that she first got introduced to working with clients who were going through divorce and they didn’t know where to turn. They were distraught with emotion and uncertainty. Their response to the help she was able to provide them awakened a passion that she never realized before. She knew at that moment that her focus needed to be on providing guidance, support, sound financial advice and technical expertise to divorcing individuals. This passion shift prompted her to step down from running her insurance agency and promoting other family members to take over the reigns so that she can devote herself to becoming the best Certified Divorce Financial Analyst she can be.
Andrea has joined ETHOS Strategic Partners LLC and as a part of the ETHOS team she will continue to provide support, guidance and financial expertise to those divorcing individuals as well as post-divorce support for those clients that require asset management, asset retitling, QDRO facilitation and financial planning.
Cheryl joined ETHOS Strategic Partners LLC in March 2019 as the Office Manager. Cheryl has a varied background in customer service, project management and supporting senior executives, with a little marketing & recruiting along the way as well. She finds the Financial Services industry quite interesting after spending 30 years with John Hancock Financial Services and enjoys supporting clients and Advisors. She primarily handles all administrative duties and client service. Her friendly voice will greet you when you call ETHOS Strategic Partners LLC. She can be reached at 617-219-9735.