The Hanover Casco Bay Group at Morgan Stanley

Deanna serves as a lead relationship manager for women in transition and multi-generational families with a focus on next generation education, guidance and planning. She co-founded The Hanover Casco Bay Group to unite a group of experienced advisors with diverse experience in family wealth management to provide broad and deep advice to the team’s clients. She leverages her extensive financial background to support and guide clients as they plan and prepare for the future. Deanna is the chief operating officer for the team, leading client relations and operational efficiencies to provide the highest level of service.

Prior to joining Morgan Stanley in 2018, Deanna began her career in finance as a public accountant in Chicago where she earned her CPA. Following her auditing and financial services role at Coopers & Lybrand, she served as the CFO for two public companies where she also managed Human Resources and provided technology support. Following a move to the east coast, she spent 15 years in senior management roles relating to finance and administration in the not-for-profit education arena serving both a K-12 organization and an international education institution.

Deanna earned a BS in Accounting from Indiana University. In addition to holding a CPA (non-practicing), Deanna attained the CDFA (Certified Divorce Financial Analyst) designation to best serve clients who are going to or have recently been divorced, an event that can be an emotional and complex process.

A recreational triathlete, Deanna enjoys all aspects of sports. She also enjoys cooking, exploring new cities, listening to all kinds of music and volunteers for various not-for-profit boards including Time to Compete, a charity inspired by her late son, that serves young adults with cancer. Deanna lives in Yarmouth, Maine with her husband Kendall and continues to follow their daughter around as she explores post-college pursuits.

James serves as a lead relationship manager for entrepreneurs, business owners, and multi-generational families. He co-founded The Hanover Casco Bay Group to unite a group of experienced advisors with diverse experience in family wealth management to provide broad and deep advice to the team’s clients. He utilizes his experience in the analysis of complex systems in his primary responsibilities focusing on intergenerational family wealth and business transition planning efforts.

Before joining Morgan Stanley’s predecessor firm Smith Barney in 2007, James enjoyed a 17-year career in engineering and applied science in which he earned over 20 patents and authored numerous technical publications. He earned a BS in Physics from Bates College and an M.S. in Materials Science and Mechanical Engineering at Worcester Polytechnic Institute.

A former collegiate athlete and competitive cyclist, James’ continues to participate in and coach a variety of sports. Other interests include working with children (especially the disadvantaged and marginalized), the creative arts (music, writing, art), vintage automobiles, history, literature and hiking.

James and his wife Erica have three children. They as well as their Great Dane, Harper and Labrador Retriever, Archie, live in Old Orchard Beach, Maine.

John serves as a lead relationship manager for entrepreneurs, business owners, and multi-generational families. He co-founded The Hanover Casco Bay Group to unite a group of experienced advisors with diverse experience in family wealth management to provide broad and deep advice to the team’s clients. He provides clients with family-office like wealth management advice, investment philosophies, and services to clients framed by a unique combination of educational background as well as a lifetime spent in the cross-disciplines of financial planning, economic research, investment management, and insurance.

John has been with the firm since 2005 assisting clients to achieve what is important to them through a consultative process focused on identifying, quantifying, and managing to current and evolving goals. He began his career in 1998 at a Boston- based investment management firm working with portfolio managers and conducting economic research. Prior to moving to the Upper Valley in 2002 and becoming a financial advisor, John spent was involved in consulting and private equity research in the Boston area. John is a graduate of The College of the Holy Cross with an AB in Economics. He holds both the CFA designation and the Certified Financial Planner^® designation, as well as the Certified Exit Planning Advisor designation.

John has given back to his community through extensive volunteer experience and board membership. He has served on the board of the Friends of Dartmouth Cancer Center since 2005 where he was Chair for seven years. John currently resides in Hanover with his wife, their four school-aged children, and two dogs. Together they enjoy hockey, skiing, running, and spending time outdoors. John also enjoys rowing when he gets the opportunity.

Peter serves as a lead relationship manager for individuals and multi-generational families. He co-founded The Hanover Casco Bay Group to unite a team of tenured advisors with diverse experiences in family wealth management to provide broader and deeper advice. He works with clients through the lens of a multi-disciplinary framework built on over forty years of experience in wealth management, investment and commercial banking, as well as insurance and real estate.

After graduating from Brown University and The Tuck School of Business at Dartmouth Peter worked in New York for a major commercial bank, investment bank, as well as the international investment arm of a foreign insurance company. He relocated to the Upper Valley in 1993 to assist Dartmouth College in major gift fundraising before joining the firm in 1997.

Active in his community, Peter has considerable volunteer experience through board memberships for several arts and human services organizations as well as extensive fundraising for elementary, secondary, and higher educational institutions. The parents of five adult children, Peter and his wife, Kim, reside in Lyme, New Hampshire with their Golden Retriever, Tucker. Peter enjoys skiing, playing squash, and participating in a men’s book club.

Kris is responsible for the team’s investment management implementation for clients. An experienced professional with Morgan Stanley since 2000, Kris supports portfolio management and financial planning efforts by providing investment due diligence, risk-reward analysis, and portfolio implementation for the clients that we serve. He brings an exceptional attention to detail and a deep understanding of all aspects of the comprehensive wealth management services that we offer.

Born and raised in Maine, Kris graduated from the University of New Hampshire with a Bachelor of Science degree in Business Administration and a minor in Finance.

He and his wife, April, and daughters, Sydney and Ava, reside in Limington, Maine. When out of the office, Kris enjoys watching sports, traveling, attending music concerts, and eating great food with friends and family.

Jen helps lead our client service team as she is often the first line of contact for the clients and professionals that we serve. Based in our Portland office, she diligently addresses needs ranging from involved tasks to smaller requests with a commitment to timely response and pleasant communication. She is committed to developing deep and meaningful relationships, striving to make the lives of our clients easier and exceeding expectations. Jen is also responsible for the implementation and oversight of managed account platforms, execution of investment modifications, and assisting the group with business management tasks such as appointment scheduling and client meeting preparation.

Jen brings more than 20 years of experience in finance, client service, and organizational support. She began her career at JP Morgan, working with both Fixed Income and Equity Sales teams in San Francisco and New York, where she coordinated IPO roadshows and supported international equity operations. After returning to Maine, she held client service roles with UBS Financial Services and Ameriprise Financial Services and later served as Office Administrator in Human Resources at Stone Coast Fund Services.

Jennifer earned her Bachelor of Science in Marketing with a minor in Human Behavior from Babson College in Wellesley, MA. A former Babson women’s soccer player, she remains an avid athlete who enjoys skiing, running, and outdoor adventures. She also loves live music, traveling, and supporting her children’s sports. Jen lives on the Seacoast of New Hampshire with her family including two dogs.

Brooke helps lead our client service team as she is typically the first line of contact for the clients and professionals we serve. Based in our Hanover office, she diligently addresses client needs ranging from involved tasks to smaller requests in a timely manner. She is committed to developing deep and meaningful relationships, striving to make the lives of our clients easier and exceeding expectations.

Brooke first joined the team as an intern in the Portland, Maine office where she gained valuable experience and reinforced her early interest in Wealth Management. Upon graduation, she returned to the team full-time and has since continued to grow her expertise in providing comprehensive support to both clients and colleagues.

Raised in the coastal town of Yarmouth, Maine, Brooke earned her Bachelor of Arts in Economics from the University of Vermont, where she built a foundation in financial analysis, critical thinking, and problem solving. She utilizes these skills to help ensure that our clients receive thoughtful and detail-oriented service.

Outside of work, Brooke is an outdoor enthusiast who enjoys hiking, skiing, and running. She also values time spent exploring the Upper Valley community, where she resides with her dog, Buggie.