Issue link: https://nebusinessmedia.uberflip.com/i/1198617
W W W. M A I N E B I Z . B I Z 17 JA N UA R Y 1 3 , 2 0 2 0 F O C U S 2 0 2 0 E C O N O M I C F O R E C A S T BUILDING ON OUR PROMISE W W W. S H E R I DA N C O R P. C O M A former lumber-storage building was transformed into a world-class precision manufacturing facility. At Sheridan, this is how we build on our promise. CONFLUENT MAINE Windham, Maine Confluent Maine ( Formerly Tube Hollows International ) launched the business with UBS col- leagues Joseph Powers, Helen Andreoli and Jack Piper. Tenney says they were able to bring over the "vast majority" of their clients from UBS. ey launched the business with help from Dynasty Financial Partners, a St. Petersburg, Fla.-based provider of wealth management and technol- ogy platforms for a growing network of independent financial advisory firms. "One of the reasons for the move is that the technology is significantly better, so we can do a better job" serv- ing clients with tools including online scheduling, Zoom cloud computing services and planning software, Tenney says. "ese are not advanced technolo- gies, but we couldn't use them before." Using that technology to serve clients' biggest challenges is among Tenney's priorities for 2020, along with new client development and determin- ing how Great Diamond Partners can have the greatest impact on the com- munity through active participation in nonprofit organizations. "We're taking leadership positions, and that's something we'd like to do more of," says Tenney. We have every intention of growing, and growth will help us further our purpose. — Steve Tenney Great Diamond Partners Steve Tenney, a founding partner and CEO of Great Diamond Partners, at the firm's downtown Portland office. He left UBS after 26 years to launch the boutique wealth management firm in May 2019 with UBS colleagues Joseph Powers, Helen Andreoli and Jack Piper. C O N T I N U E D O N F O L L OW I N G PA G E »