New York, NY Wall Street Office

Team
Updated today

Client AUM

$2,150,432,908

Clients

742

Advisors

3

Of 4 advisors across 2 offices

Location

40 Wall Street, Suite 4700

New York NY 10005

Advisors at this office

3

Advisors at this office

user avatar

Andrea N

CFA®, Series 63

New York, NY

Grandfield & Dodd, LLC

Andrea Netcher is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. She has been with Grandfield & Dodd, LLC since 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’s investment approach focuses on long-term, fundamental equity analysis and diversified portfolios designed to preserve and enhance clients’ real purchasing power, incorporating tax and estate considerations.

ESG / Sustainable investing
user avatar

Jeffrey M

CFA®

New York, NY

Grandfield & Dodd, LLC

Jeffrey Macdonagh is a CFA® charterholder with 18 years of experience at Grandfield & Dodd, LLC, where he has worked since 2008. He has five years of industry experience and is based in New York, NY. Mr. Macdonagh serves on the Board of Directors of Pro Mujer, Inc., a nonprofit organization focused on financial services and microfinance. 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 emphasizes long-term, fundamental equity analysis and diversified portfolios that incorporate tax and estate considerations.

ESG / Sustainable investing
user avatar

Tae Gene C

CFA®, Series 63

New York, NY

Grandfield & Dodd, LLC

Tae Gene Cho is a CFA® charterholder with five years of industry experience. He is a member of the four-advisor team at Grandfield & Dodd, LLC, where he has worked 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 focuses on long-term, fundamental equity analysis and diversified portfolios, integrating tax and estate considerations without offering a separate financial planning service.

ESG / Sustainable investing
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")