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With over two decades of experience, Chad oversees the firm which specializes in comprehensive wealth management services for individuals and families and has expertise in advising corporate and non-profit retirement plans for organizations across the US.
Managing Partnerchad.firstname.lastname@example.orgRead bio
As a member or our advisory team, Sarah works with clients on all aspects of wealth management and financial planning and assists them to ensure they are well positioned toward their short and long term financial goals. She works with both personal wealth management and corporate retirement plan clients.
As a member or our advisory team, Kevin works with clients on all aspects of wealth management and financial planning and assists them to ensure they are well positioned toward their short and long term financial goals. He works with both personal wealth management and corporate retirement plan clients.
As a member or our advisory team, Mike works with clients on all aspects of wealth management and financial planning and assists them to ensure they are well positioned toward their short and long term financial goals. He works with both personal wealth management and corporate retirement plan clients.
Stephanie has over 21 years of experience providing service and advice to 401K clients. She supports all aspects of retirement plan practice and is integral to the service and advisory support we provide our retirement plan clients.
Retirement Plan Advisorstephanie.email@example.comRead bio
Tiffany is our Director of Operations and oversees all operational aspects of the business. She serves as the main point of contact for incoming clients, aiding them every step of the way to create a seamless experience for new clients. For existing clients, she ensures all needs are met and provides ongoing support.
Director of Operationstiffany.firstname.lastname@example.orgRead bio
Mike is a member of Longtide’s advisory team. He attended Boston University where he earned a Bachelor of Science in Business Administration. Prior to joining Longtide, he held positions with BNY Mellon Wealth Management and WESCAP Group, a Los Angeles-based wealth management firm, where he served as an advisor to high-net-worth individuals and families. Mike has received his Series 65 designation and is a CERTIFIED FINANCIAL PLANNER™ professional.
Mike lives in Needham, MA with his wife, Gabby, and his two girls, Emma and Mackenzie. In his free time, he enjoys traveling, skiing and hiking.
Connor attended Bryant University where he received Bachelor of Arts degree in Financial Services and Applied Analytics. He is pursuing his CERTIFIED FINANCIAL PLANNER™ designation, along with Series 7 and 65. Connor joined Longtide in 2021 as an intern before becoming a Client Services Associate in 2022. He works with advisors to assist clients reaching their financial goals.
Connor resides in Scarborough, Maine and enjoys golfing, hiking, and beating the rest of the company in the Masters pool.
Holly attended Cambridge College where she received her Master of Education degree with a focus in Applied Behavior Analysis and received her Bachelor of Arts degree in Psychology from the University of New Hampshire. Prior to joining Longtide in 2022, she worked at several ABA agencies where she specialized in working with children diagnosed with Autism. She has experience in managing schedules, customer service, and excellent organizational skills. She greatly enjoys working with clients and her coworkers to assist wherever possible.
In her spare time, Holly enjoy kayaking, cooking, archery, and spending time with her Boston Terrier named Loui.
Tiffany attended Baruch University where she earned her Bachelor of Arts degree in International and Intercultural Communication. Prior to joining Longtide, she was a Research Associate at Baron Capital where she oversaw special projects for the Director of Research, recruiting efforts and worked with Investor Relations. She began her finance career at Westwood Partners, specializing in marketing, research and recruiting.
Prior to working in finance Tiffany designed jewelry for several firms, including the Vera Wang LOVE Brand. She lives in New York, NY and loves to explore new cities and create new recipes.
Nick attended the New School for Social Research where he received his Bachelor of Fine Arts degree in Jazz Performance and received an MBA with an emphasis in Finance from San Francisco State University. In 2021, after more than a decade at Commonwealth Financial Network, including most recently as head of the Fixed Income Research department, he joined Longtide as the Director of Research. He works with the advisors to create investment portfolios for all market conditions and client needs.
Nick currently lives in Swampscott with his wife Patricia and enjoys reading and working in his small, but growing, garden.
Stephanie Gallegos joined Samuel Financial in 2016 and has been providing advisory services to employee benefit and retirement plans since 2000. Prior to joining Samuel Financial, Stephanie held positions at The Bostonian Group (now Marsh & McLennan), Commonwealth Financial Network, Thorbahn (now NFP) and Axial Benefits Group.
She lives in Quincy, MA with her husband and two sons. Most of her free time is spent in a hockey rink.
Kevin is a Partner in the firm and member of the advisory team. He attended Assumption College where he earned a BA in Finance with a minor in Accounting. Kevin has experience in the operational and advisory side of Longtide’s business which led him to his current role. He greatly enjoys working with clients in all aspects of the financial planning process. Through day-to-day financial planning and investment advice, Kevin helps clients achieve a more secure financial picture. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds his Series 7 and Series 63 registrations.
In his spare time, Kevin enjoys fishing, golfing, and cheering on all things Boston sports.
Sarah is a Partner in the firm and member of the advisory team. She attended Boston University where she earned her Bachelor of Arts degree in Economics and History. She started her career at Commonwealth Financial Network with experience in both operations and wealth management. In her previous role as an Annuity Consultant, she helped financial advisors and their clients navigate the complex world of annuities and recommended products to best suit each client’s specific goals. During her years at Commonwealth, Sarah received her Series 7, 66, and 24 designations as well as her Insurance license. She is also a CERTIFIED FINANCIAL PLANNER™ professional.
Sarah lives in Waltham, MA with her husband, Danny. In her free time, she enjoys hiking, kayaking, and travelling with friends.
Chad Gutner was a founding member of Longtide Financial Partners (formerly Samuel Financial) and is the firm’s managing partner. He leads a talented team of professionals who advise wealth management and corporate retirement plan clients alike. Chad brings more than two decades of financial services experience to Longtide, which serves as the backbone for the trusted advice the firm delivers to our clients every day.
Chad was named one of the top 50 retirement plan advisors in the country under 40 years of age by the National Association of Plan Advisors* in 2014 and 2015 and as one of the Nation’s Top 401(k) advisors in 2018 and 2019 by the Financial Times.
Prior to joining Longtide, Chad held positions at John Hancock, Wealth Management Group LLC, and Commonwealth Financial Network. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary (AIF®) designee. He earned his BA in Community Development and Applied Economics from the University of Vermont and earned his certificate in Financial Planning from Boston University. He maintains the Series 6, 7, 63, and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network, and holds Life & Health Insurance licenses in Massachusetts, New York, California, Connecticut and Maine.
A long-time resident of Cambridge and Somerville Massachusetts, Chad now resides in Cohasset, MA with his wife, Kelly, and his children Crosby and Hazel.