Advisors at this firm
Greg R
Series 63, Series 65
Bedford, NH
Hampshire Family Office
Greg Reidy is a financial advisor at Hampshire Family Office with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Four Points Capital Partners and Fieldpoint Private Securities, LLC. Reidy serves as CEO and registered investment advisor representative at Hampshire Family Office. Hampshire Family Office provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, families, trusts, qualified purchasers, and institutional clients. The firm employs a variety of analytical methods and strategies, including tactical asset allocation and direct indexing, and manages approximately $884 million with a focus on concentrated, family-office style client relationships.
Dara J
Series 66
Old Greenwich, CT
Hampshire Family Office
Dara Johnson is a Series 66-licensed financial advisor with 24 years of industry experience. She currently works at Hampshire Family Office and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Johnson is the founder and treasurer of Pitch Your Peers, a women's giving circle focused on charitable giving in Greenwich, CT. Hampshire Family Office provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, qualified purchasers, and institutional clients. The firm employs a variety of analytical methods and investment strategies tailored to client objectives, managing approximately $884 million with a focus on concentrated, family-office style relationships.
Nicholas B
Series 63, Series 66
Bedford, NH
Hampshire Family Office
Nicholas Bertha is a financial advisor at Hampshire Family Office with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hampshire Family Office since 2022 and at Fieldpoint Private Securities, LLC since 2011. Outside of his advisory roles, he serves as president of Fieldpoint Private Trust, LLC, a trust company subsidiary of Fieldpoint Private Holdings. Hampshire Family Office provides investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, qualified purchasers, and institutional clients. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both active and passive strategies tailored to client objectives and risk tolerance.