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At ETHOS Strategic Partners we believe it takes many different personality types to perform. As our clients have told us, they see cohesiveness and a real caring and concern for their best needs. They know we have many different minds working on their questions and researching all of their options. It brings them a sense of comfort to have our personalities and unique abilities working to support them. We work for your best interests, not ours. We are focused on attentive, responsive communication and follow-through. We do what we say we will do. Our clients are always on our radar and they feel comfortable interfacing with every member of our team. We are focused on you and have an excitement and passion for what we do.

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 seasoned Financial Advisor, Certified Divorce Financial Analyst® (CDFA) designation 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 many people who have gone through the divorce process by answering questions and providing guidance to help them prepare for their financial future. Samantha helped form ETHOS Strategic Partners after her attendance at Babson College with a degree in Business Administration. She enjoys traveling, yoga and cooking.

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.

Pratik Patel joined the Ethos team in 2023 as a Registered Associate and Business Development Officer. In this role Pratik works with the leadership team and our clients to help achieve their financial success.

He has a diverse background in sales, operations and customer service since 2002, Pratik’s time with American Express, Citibank and building a startup, MD Revolution, gives him unique insights for different types of individuals, families and business owners. Pratik has a Series 7, 66, life/health licenses, along with the CDFA and CEPA designations, Pratik has a vast amount of experience in multiple specialties to bring to the table.

Pratik received his medical degree in 2001 and has a B.S. in Psychology/Biology. When not working Pratik is an avid memorabilia collector and active outdoorsman.

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