#231 - Grandview and Company with Steve Tenney

Hosts Michael Connaughton and Chris Boyd are joined by Steve Tenney,
Founder of Grandview and Company.
Steve Tenney is the Founder of Grandview & Company.  After 26 years as
a Senior Portfolio Manager and Senior Vice President at UBS, Steve and
his team launched Great Diamond Partners, a $700M independent wealth
management firm in Portland, Maine. As CEO and Founding Partner, Steve
strategically led the firm, focused on business development activities and
directed the investment strategy. Always curious, Steve engages with other
industries and companies, in addition to wealth management firms, learning
from their experiences. This curiosity and an abundance mindset fuels his
entrepreneurial spirit, always thinking about how he can help others reach
their self-described definition of success, pushing limits and creating
original solutions. In June 2024, after considerable reflection, Steve
decided he could have a greater impact on the industry, including all of the
clients it serves, and also gain greater personal satisfaction as a coach.
Like the rest of his career, he views Grandview & Co. as a journey, one that
will continually evolve.
They discuss:
 Steve’s journey from advisor at a wirehouse, to founding a RIA
to now coach and consultant
 Grandview’s engagement process and client profile
 Grandview’s RIA asssement and much more.

More on Steve and Grandview:
https://www.grandviewandco.com/
Contact Steve
Phone: 207 329 1806
Email: Steve@GrandviewandCo.com
Linkedin: https://www.linkedin.com/in/steventenney/