OUR TEAM

 

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Today. Tomorrow. Together.
SINCE 1921.

Gaudreau Wealth New England was formed in 2015 when Wealth New England merged with the award-winning, and nearly century old Gaudreau Group (locally founded in 1921). The result was the birth of our next-generation, truly world-class firm. While we are large enough to easily handle large private clients and corporate group accounts, we deeply value every one of the personal relationships that we continue to forge across the country -- regardless of the client's size or net worth. Whether you’re the owner of a family business that we’ve been working with for 50 years or a family who has just been referred to us, it is our commitment to always provide you with the very highest levels of integrity & service. From all of us at Gaudreau Wealth New England, Thank you for the opportunity to serve you.

 
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JULES | Senior Partner


Jules Gaudreau II, ChFC, CIC, CRM is Senior Partner at Gaudreau Wealth New England, and President of The Gaudreau Group, a multi-line Insurance and Employee Benefits Agency, insuring over 6,000 businesses and families in 14 states with combined annual premiums of over $100 million. He works primarily in the corporate market with a focus on employee benefits, estate and business applications of life insurance and commercial property/casualty lines. Jules is also the past President of NAIFA, the National Association of Insurance and Financial Advisors, and for the past two decades has traveled the world speaking to groups and lobbying on Capital Hill on behalf of financial consumers and their advisors. 


danny | Partner


Daniel S. Kates, MBA, AIF, PPC, CLTC is a Partner and Wealth Manager at Gaudreau Wealth New England, actively managing the firm's daily operations. In his practice, he focuses on managing the assets of high net worth families and individuals, as well as running the retirement plans and succession plans for many of our corporate group accounts. After getting his MBA in 2006, Danny proudly went on to become an Accredited Investment Fiduciary and Professional Plan Consultant for retirement plans. Danny was named to BusinessWest's Forty Under 40 Class of 2013.

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Michelle | director of accounting


Michelle Grasso is Gaudreau Wealth New England's Director of Accounting & Finance. She assists the Partners in all financial functions and is responsible for daily accounting transactions, accounting procedures and financial reporting. Michelle is an experienced Internal Auditor within the insurance & financial industries and also brings years of experience preparing corporate and personal income tax returns to our team. 


MATT | DIRECTOR OF BUSINESS DEVELOPMENT

Matt Haddock is Gaudreau Wealth New England's Director of Business Development and Practice Manager, bringing a robust background in employee benefits, marketing and project management to the team. He is uniquely trained to operate across a variety of different areas of the business, but focuses the majority of his time on business development, overseeing client relationships, and enhancing the client concierge experience.

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KATE | DIRECTOR OF MARKETING

Kate Roy is Gaudreau Wealth New England's Director of Marketing. She brings her experience in several different media channels to the firm, helping to communicate our mission -- "We help our clients gain more confidence, clarity and control over their financial situations." Prior to her years in the marketing and financial industries, Kate was a videographer and editor for a local NBC TV affiliate. 


PATTI | ADMINISTRATIVE SPECIALIST

Patti Mancuso is the team's Administrative Specialist. She has worked in the insurance and financial industries since 1996 and joined The Gaudreau Group team in 2006. She has experience in both Commercial and Personal accounts, with a current focus on providing support for the Private Client Group. A true team player, Patti uses her vast experience to ensure clients’ accounts are accurate and that any updates are processed quickly and correctly. 

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KELLY | EXECUTIVE ASSISTANT

Kelly Butler is the firm's Executive Assistant, and while her organizational and communication skills are critical to her success, her core focus at Gaudreau Wealth New England is getting things done. Kelly spends the majority of her time assisting the Partners in streamlining executive communications, managing calendars, coordinating meeting and event logistics, arranging travel itineraries, and preparing internal business reports. 


NOW HIRING: OFFICE MANAGER

Seeking a dynamic individual who thrives in a fast-paced environment, has a positive attitude and a passion for helping people!

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Who we are looking for:
+ Do you like the challenge and excitement of solving problems?
+ Do you have great customer service skills?
+ Are you computer-savvy?
+ Are you a creative, quick study that can assess many variables and formulate and recommend a plan of action?
+ Can you envision problems before they happen and anticipate the proper course of action?

The responsibilities of the Office Manager include:
+ Provide administrative support to consultants and handle all customer inquiries and concerns.
+ Answer all incoming calls and forward to appropriate person. 
+ Order and maintain office supplies.
+ Build and maintain client relationships with great customer service.
+ Provide top-notch customer service to all clients.

You will thrive in this position if you are:

A natural people person: you enjoy making others happy and are willing to go above and beyond to meet the needs of our clients.

Relationship builder: you are a master at building genuine, trusting, influential, long term sustaining relationships with people at all levels inside and outside of an organization. Whether they’re a type A, B or Z personality, you easily establish a rapport, building an effective network around you.

Organized, structured, process-driven: you are able to maintain organization through a system of processes that keep you from missing details, allow you to help the rest of the team stay on top of things, and aid you in making sure we’re always prepared with what we need.

Positive, upbeat, and FUN: We are all about working hard and having fun! We also care about each other’s personal lives and focus on a work-life balance. It is absolutely essential that you be someone who is fun and engaging to be around and will contribute to our exciting atmosphere.

Able to push back and speak up: Having great ideas or strong intuition serves no one if you can’t speak up. Everyone is encouraged to kindly and tactfully challenge one another in order to take an idea and make it great. There are a lot of Type-A personalities here so the Office Manager should be someone who can comfortably say what they are thinking.

Take feedback and do something with it: you are receptive and listen to feedback and are willing/able to make sustainable change. We are a very supportive group here and do not shy away from giving each other developmental feedback when appropriate. The Office Manager needs to be someone who can positively accept that he/she has areas of development and must also be able to deliver feedback to the rest of us. No one is perfect and that’s okay!

Work independently, without being independent: independent people prefer to do their own thing, which flies in the face of team work. Mavericks, who hate being told what to do, and like their own freedom and pace of play would not survive in our culture. What we DO need, is someone who is comfortable working independently at times, in an office of only a handful of teammates any given day. We need someone who can move a lot of dirt (get a lot done), without needing to have a meeting 24/7, but loves human interaction.

Qualifications:

  • 5 years’ experience as an executive or administrative assistant or office manager, preferably in a sales marketing environment.
  • Experience supporting and organizing at an Executive Level. 
  • Must have strong Microsoft Office and PC abilities, communication and follow-up skills, be a team player, and be able to learn very quickly.
  • Must be a creative thinker and problem solver. 
  • Ability to “push-back” when it needs to be done.
  • Experience demonstrating the ability to provide engaging and attentive communication; the ability to create and communicate questions in personal awareness, and the ability to provide nonjudgmental services.
  • Proven ability to deliver quality materials at the appropriate level, on time and with minimal supervision.
  • Organized, process-driven, and detail-oriented.
  • On your feet quick thinker with the intuition to read a person or a room, tailoring your delivery to the individual or situation.
  • Strong sense of humor, integrity, and all-around driver of fun!
     

IF YOU OR SOMEONE YOU KNOW IS THE TYPE OF CANDIDATE WE ARE LOOKING FOR, DON'T HESITATE TO REACH OUT HERE OR CONNECT DIRECTLY WITH THE EXECUTIVE SEARCH FIRM WE USE, GIOMBETTI ASSOCIATES, AT (413)566-3863.