Grandfield & Dodd, LLC

Andrea Netcher is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. She has been with Grandfield & Dodd, LLC since 2016 and previously worked at Third Avenue Management from 2013 to 2016. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm employs a fundamental, long-term investment approach focused on valuation, diversification, and integration of tax and estate planning, while also incorporating socially responsible investing and tax-sensitive municipal strategies.

Cheryl Grandfield is a CFA® charterholder with 14 years of industry experience. She has been with Grandfield & Dodd, LLC since 2001. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm employs a fundamental, long-term investment approach with an emphasis on valuation, diversification, and integration of tax and estate planning, managing approximately $2.03 billion across about 733 client relationships.

Jeffrey Macdonagh is a CFA® charterholder with 18 years of experience at Grandfield & Dodd, LLC, where he has worked since 2008. He serves on the Board of Directors of Pro Mujer, a nonprofit focused on financial services and microfinance. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, foundations, retirement plans, and select not-for-profit institutions. The firm employs a fundamental, long-term investment approach with an emphasis on valuation, diversification, and integrating tax and estate planning.

Tae Gene Cho is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Grandfield & Dodd, LLC in New York, NY. He has been with Grandfield & Dodd since 2002. Grandfield & Dodd provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, foundations, retirement plans, and select not-for-profit institutions. The firm employs a fundamental, long-term investment approach focused on valuation, diversification, and integrates tax and estate planning into portfolio decisions.