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Updated: July 2, 2024

Former Portland wealth management CEO hangs out a shingle as coach, consultant

Steven Tenney of Grandview & Co. File Photo / Jim Neuger Steve Tenney has launched Grandivew and Co., a personal coaching and business consulting firm, to support leaders in the wealth management industry.

A month after leaving Great Diamond Partners in Portland, Steve Tenney has hung out a shingle as a personal coach and business consultant to leaders in the wealth management sector.

Grandview & Co., named for the Castine home that’s been in Tenney’s family since 1883, is a new one-person business based out of his home office in Falmouth.

“The focus is independent wealth management firms and advisor teams who want to become independent,” Tenney said in a phone interview from Castine. “It’s a hard transition to make with a lot of pitfalls and a heck of a lot of work. I can help out because I went through it myself.”

Tenney has worked in wealth management for more than three decades, including 26 years as a senior vice president at Paine Webber/UBS and five years as CEO of Great Diamond Partners, an independent, $700 million firm.

Tenney teamed up with three former colleagues to launch the firm in 2019, an experience he talked about in an episode of the Mainebiz podcast "The Day That Changed Everything."

Self, strategy, community 

During his own career, Tenney said he has worked with a couple of coaches. For clients of Grandview & Co., the goal is to focus first on self, and then on strategy.

“A lot of coaches will spend time on strategy, but focusing on the ‘self’ is so important,” Tenney said. During an eight-week sabbatical earlier this summer, Tenney did that by meditating, writing in a journal and “checking in with myself in terms of what’s important to me," he said.

“I want to go that deep with my clients,” he added.

Community will be a third pillar of Tenney’s business model, as he is already doing in Portland via a group that meets regularly for lunch and virtually.

“I believe that a group of people that are smart, caring and willing can solve just about any challenge. They can fix anything,” he said, “so why not learn from each other?”

Tenney said that while he doesn't have any clients yet, he has several prospective ones. He also plans to become Gallup-certified, though that's not a prerequisite for working as a coach.

"The biggest way for me to learn," he says, "is to reflect on past experiences and to talk to an awful lot of people, both coaches and other professionals."

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