Dick Nohelty, CFP®, MBA
Dick Nohelty, CFP®, MBA
Principal
Office: 617-612-0002
Mobile: 617-901-8113
dick.nohelty@noheltyasset.com
Professional Background
I started in the Financial Services industry over 30 years ago in the MetLife Executive Training program. In 2001, I established Nohelty Asset Management to provide a client centered planning practice whose professionals would advise and assist our clients in a comfortable and welcoming environment. By creating Nohelty Asset Management as an independent firm, I can work with our clients as "I would want my family treated."
Education and Certifications
- BSBA, Salem State University, 1991
- MBA, Babson College, 1992
- Certificate in Financial Planning, Merrimac College, 1995
- Certified Financial Planner, 1996
Why do you do this type of work?
It is always a new day and a new experience. We have a community of people who we enjoy working with and they enjoy having us help them envision and strive for their goals - some for more than three decades. The depth of the relationships and the trust they placed with us is tremendously rewarding.
Favorite Quote
“Fall down seven times, get up eight”
Favorite Books
The Road Less Traveled ~ Scott Peck
Six Frigates ~ Ian Toll
The Book of Joy ~ Gyatso, Tutu and Abrams
Outliers ~ Malcolm Gladwell
Influences on life
My family upbringing, my faith, my wife, my daughters and having survived my experiences.
What makes you happiest when you are not working?
Spending time with my wife Tammy, and daughters Lauren and Kaitlyn. Typically, I am participating in what they are doing, and this has given me a greater appreciation for how blessed my life truly is.
Patsy Scrooc
Patsy Scrooc
Administrative Manager
617-612-0002
patsy.scrooc@noheltyasset.com
Patsy spent 30 years in administrative positions for Raytheon and Hewlett Packard until her retirement in June of 2002. She has been a key person for 20 years at Nohelty Asset Management. Patsy met Dick when he started Nohelty Asset. She is indispensable, handles all our front office needs and has a warm welcome (and fresh coffee) for clients and visitors.
Favorite quote
Do the right thing.
Favorite books
The Red Coat, The Nightingale and anything Patricia Highsmith has written.
What are the values that drive you?
Treat everyone with kindness, respect, and compassion
What do you enjoy doing when you are not working?
Cooking, baking for family and friends, traveling, going to the movies, and listening to music.
What are you happiest doing when you're not working?
Being with family and friends and laughing about all the things we have done and memories we have made through the years.
Susan Attridge
Susan Attridge
Client Relations | Operations
617-612-0002
susan.attridge@noheltyasset.com
What are your credentials/experience, for working in your position?
After attending Salem State University, I went on to train and manage employees in service-based companies, both large and small. I was a founding member of a medical software company and owned my own business in freelance graphic design and decorative wares.
Favorite Quote
How far you go in life depends on your being tender with the young, compassionate with the aged, sympathetic with the striving and tolerant of the weak and strong. Because someday in your life you will have been all of these. – George Washington Carver
Favorite Books
The Emperors of Chocolate - Joel Glenn Brenner
The E Myth – Michael Gerber
Harriet the Spy – Louise Fitzhugh
What are the values that drive you?
Integrity, Kindness, Compassion
What do you enjoy doing when you are not working?
I have enjoyed cooking and baking since I was young. In the past few years, it has turned into a hobby business making custom decorated shortbread cookies.
What are you happiest doing when you’re not working?
My most enjoyable times are spent with family, especially the little ones. I spend one day a week with my grandson Oliver. I also have a little lake cottage that’s been in my family for 3 generations. It has no tv and no internet so it’s a great place to unwind.
Connor Demore
Connor Demore
Paraplanner
Office: 617-612-0002
Mobile: 617-416-3539
connor.demore@noheltyasset.com
What are your credentials/experience, for working in your position?
I attended Suffolk University’s Sawyer Business School, completing a major in Wealth Management with a minor in Finance. Prior to starting at Nohelty Asset Management, I worked for an RIA in Boston for four years, two as an intern and two full time working on investment research, financial planning, and client servicing.
Favorite quote
"Everyone wants to eat, but few are willing to hunt.”
Favorite podcasts
The Huberman Lab, The Knowledge Project, and the All-In podcast.
What is your favorite TV Show?
Entourage. A classic HBO show.
What are you happiest doing when you’re not working?
I’m definitely on the golf course if I’m not working. But for some reason if I’m not on the course, then I am hanging with my two dogs Bella (black lab) and Zorro (shih tzu).
Do you have any skills or talents that most people don’t know about?
I intern with Gourmet Goods by Gianna, a very talented local baker during her busy seasons and I also am a licensed real estate agent in the State of Massachusetts.
