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| Alicia M. André, CFA |
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| Managing Director |
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Since 1993, Alicia M. André has served as a Silver Bridge Managing Director, partnering with her clients to grow, manage and protect their assets. Ms. André has particular expertise in working with corporate executives, professionals, and multi-generational families. Leveraging her 23 years of financial services experience, Ms. André works closely with her Silver Bridge colleagues and clients’ external advisors to provide thoughtful investment and wealth management solutions, within the context of each client’s retirement, estate and tax planning needs and objectives. Ms. André has extensive experience developing strategies for clients who hold restricted and concentrated stock positions.
Prior to joining Silver Bridge, Ms. André was a Portfolio Manager with Boston Safe Deposit and Trust Company, where she managed agency accounts, personal trusts and charitable endowments. Prior to joining Boston Safe Deposit and Trust Company, she was a Financial Analyst in the venture capital industry.
Ms. André, was recently named one of Boston Magazine's 2010 FIVE STAR Wealth Managers, a list made up of less than four percent of the area's 14,600 wealth managers. She holds the Certified Financial Analyst designation, and is a graduate of the Rochester Institute of Technology where she received an MBA in Finance and a BS in Business Administration. She is a member of the Boston Security Analysts Society and the CFA Institute. Ms. André is also an avid sailor.
The 2010 FIVE STAR Wealth Manager list was compiled by Crescendo Business Services, an independent research firm. Crescendo, in conjunction with Boston Magazine, surveyed 105,000 high-net-worth Boston-area residents and 10,200 financial services professionals. Using nine established criteria, respondents evaluated only wealth managers they knew through personal experience. Crescendo screened each wealth manager for regulatory violations, and a blue-ribbon panel of financial services professionals also reviewed each finalist. Only 536 (4%) of the top-scoring wealth managers in the Boston area made the 2010 list. The results of the survey should not be interpreted as reflecting the approval or disapproval of the adviser’s services by clients, and is not intended to be indicative of or a promise of future performance.
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| Alicia M. André, CFA |
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| Managing Director |
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| "At Silver Bridge, we don't just look at strategies to help a client achieve a specific goal; we also consider how the strategies work in tandem with other strategies already in place. We take the time to fully understand each client's situation before building a holistic plan that integrates all of the client’s needs." |
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| Client Team |
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| Lynne M. Dombroski, CFA, CTFA |
| Senior Client Advisor |
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| Jennifer Loveless |
| Client Associate |
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| Todd C. Mills, CFP® |
| Senior Client Advisor |
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| H. Calvin Place |
| Managing Director |
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| MaryEllen Ryan |
| Client Advisor |
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| Andrea Saum, CTFA |
| Client Advisor |
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| Dune Thorne, CWS®, CTFA |
| Managing Director |
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| Shannon Webb |
| Client Associate |
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