Our Team

Our Team

What is in the name, Grandview?  

The name “Grandview” represents imagery consistent with that of pursuing one’s financial goals and aspirations. We at Grandview are committed to helping you successfully pursue yours.  “Grandview” was also the name of a dairy farm that Peter’s great-grandfather, George, and grandfather, James, owned and operated for much of the early and mid-1900s. The farm was situated in central Massachusetts with views of a large valley and rolling hills. After selling the farming rights to a large local milk distributor in the '80s, James sectioned off the land for each of his five daughters. He and his wife, Jean, still reside on the former farmland today.

Douglas R. Mavilia, CFP®

CERTIFIED FINANCIAL PLANNER™

Doug serves as a CERTIFIED FINANCIAL PLANNER™ professional at Grandview Partners™, an independent financial planning and investment management firm. He has more than 14 years of experience in the financial services industry and focuses on providing sophisticated wealth planning and investment management strategies to affluent families, executives, and small institutions. His goal is to use his broad experience to help his clients maintain their lifestyles throughout their retirement years, with thoughtful and prudent planning.

As a company of independent financial professionals, the Grandview team works together to ensure the success and financial confidence for all its clients. It takes an integrated approach to wealth management by offering a comprehensive array of financial services. It also works closely in tandem with your attorneys, accountants, and any of your other advisors to ensure that the suggestions you are given align with all of your goals.

Doug grew up on the South Shore of Boston. He graduated in 2002 from Bentley University with a finance degree and went on to pursue his certificate in financial planning at Boston University. He started his career in the financial industry in 2001 with Northwestern Mutual/Robert W. Baird, Inc. In 2008, he decided to join Commonwealth Financial Network®. His goal was to enhance his existing full-service wealth management model and deliver it in a more highly personalized way. To become independent from any institution and to have a more intimate and less corporate "client experience" was the achieved objective.

Doug holds FINRA Series 6, 7, 26, 63, and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®.  In 2009, he earned the CERTIFIED FINANCIAL PLANNERTM certification, which is recognized as the highest standard in personal financial planning. Although many professionals may call themselves “financial planners,” CFP® professionals like Doug have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

Doug enjoys spending time with his wife, Lisa, and their two young boys, Dean and Drew. The Mavilias reside in Hanover, Massachusetts, and enjoy spending their free time near the water. When Doug is not chasing around his two boys, he enjoys sports, live music, and is an avid car enthusiast. Doug is also an active member of the Larz Anderson Auto Museum.

Recent Honors

  • Doug was named a Five Star Wealth Manager by Boston Magazine for each of the past six years.1
  • Doug was named to Forbes’  Top 500 Next-Generation Wealth Advisors list for 2017.2
  • Doug was named to Forbes’  Top 1000 Next-Generation Wealth Advisors list for 2018.3

1 Five Star Award is based on 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. In 2017, 2,530 Boston wealth managers were considered for the award; 632 (25 percent of candidates) were named Five Star Wealth Managers. The award is not indicative of the wealth managers' future performance. For more information please visit www.fivestarprofessional.com.

2 The 2017 ranking of Forbes’ Top 500 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 2,356 advisors were considered, and 500 (21 percent of candidates) were recognized. Click here for the full methodology2 that Forbes developed in partnership with SHOOK Research.

1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.

2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

3The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology2 that Forbes developed in partnership with SHOOK Research.

1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.

2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

 

 

 

Timothy A. Ryan, CRPC®

FINANCIAL PLANNER

Tim is a financial planning professional at Grandview Partners™, an independent financial planning and investment management firm. He has more than 11 years of experience in the financial services industry. Tim serves a wide range of clients, from mid-career professionals to those in or near retirement. He prides himself on having an intimate understanding of his clients’ unique needs and enhancing their confidence with how they are positioned for the future.

As a company of independent financial professionals, the Grandview team works together to ensure the success and financial confidence for all its clients. It takes an integrated approach to wealth management by offering a comprehensive array of financial services. It also works closely in tandem with your attorneys, accountants, and any of your other advisors to ensure that the suggestions you are given align with all of your goals.
 
Tim grew up in Longmeadow, Massachusetts, and graduated in 2001 from Providence College with an English degree. He started his career in the financial industry with Ameriprise Financial in 2003 in Waltham, Massachusetts. Tim holds FINRA Series 7 and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®, is licensed in insurance and is a Certified Retirement Planning CounselorSM (CRPC®). He joined Commonwealth in October 2015 in order to become independent from any institution and to be able to provide a more intimate and less corporate "client experience." This allows Tim to enhance his clients' existing full-service wealth management model and deliver it in a more highly personalized way.
 
Tim enjoys spending time with his wife,  Jodi, and their two young children, Sophie and Harper. The Ryan family resides in Needham, Massachusetts, and they love to ski at Mount Snow, spend time on Cape Cod in the summer, and search for the best playgrounds in the area. Tim does philanthropic work for various charities in the Boston area, including the Jimmy Fund and the Whole in the Wall Gang.

Recent Honors

  • Tim was named a Five Star Wealth Manager by Boston Magazine for 2017 and 2018.

*Five Star Award is based on 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. In 2017, 2,530 Boston wealth managers were considered for the award; 632 (25 percent of candidates) were named Five Star Wealth Managers. The award is not indicative of the wealth managers' future performance.  For more information please visit www.fivestarprofessional.com.

Peter J. Smith, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™

Peter is a CERTIFIED FINANCIAL PLANNER™ professional at Grandview Partners™, an independent financial planning and investment management firm. Peter focuses on holistic financial planning and investment management. He serves a wide range of clients, from mid-career professionals to those in or near retirement with a focus on multigenerational wealth.

As a company of independent financial professionals, the Grandview team works together to ensure the success and financial confidence for all its clients. It takes an integrated approach to wealth management by offering a comprehensive array of financial services. It also works closely in tandem with your attorneys, accountants, and any of your other advisors to ensure that the suggestions you are given align with all of your goals.
 
Peter has acquired extensive experience in the financial industry. He earned the CERTIFIED FINANCIAL PLANNER™ certification in 2014, which is recognized as the highest standard in personal financial planning. Although many professionals may call themselves “financial planners,” CFP® professionals like Peter have completed extensive training and experience requirements and are held to rigorous ethical standards. Peter has also earned the Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies.

Peter received his BS in finance from Boston University Questrom School of Business and also received his Certificate in Financial Planning from Boston University. He holds FINRA Series 7, 63, and 65 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®. 

Peter lives in Boston’s South End with his wife,  Jillian, and their French bulldog, Fritz. Peter is a proud supporter of Find the Cause Breast Cancer Charity where he is a board member and chairperson of the Professionals for Prevention Society. Find the Cause funds scientific research on the environmental causes of breast cancer and works to educate the public on how prevention can be achieved.

Recent Honors

  • Peter was named a Five Star Wealth Manager by Boston Magazine for 2017 and 2018.
  • Peter was named to Forbes’  Top 500 Next-Generation Wealth Advisors list for 2017.

*Five Star Award is based on 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. In 2017, 2,530 Boston wealth managers were considered for the award; 632 (25 percent of candidates) were named Five Star Wealth Managers. The award is not indicative of the wealth managers' future performance.  For more information please visit www.fivestarprofessional.com.

The 2017 ranking of Forbes' Top 500 Next-Generation Wealth Advisors (1) recognizes advisors born in 1980 or later with a minimum of four years of experience. The advisor was rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. Shook Research also employs an opinion-based weighting system that prioritizes its preferred "best practices," which include business models, activities, processes, and structure. 2,356 advisors were considered and 500 (21 percent of advisors) were recognized. For the full methodology (2) that Forbes developed in partnership with SHOOK Research, please visitwww.forbes.com/top-millennial-advisors.

(1) This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.

(2) Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. SHOOK does not receive a fee in exchange for rankings

Lindsey A. Knapp

CLIENT SERVICE DIRECTOR

Lindsey joined Grandview Partners in December 2017 as a client service associate, supporting Doug, Peter, and Tim. Her responsibilities include keeping clients informed of administrative services, assisting with client support, and account servicing.
 
Lindsey grew up in Pittsburgh, Pennsylvania, and graduated in 2012 from Point Park University with a degree in economics and finance and a minor in business management. She started her career in finance with Federated Investors as an internal sales consultant. Lindsey has been in the industry for more than five years. She holds her FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.
 
Lindsey resides in Ashland, Massachusetts, with her boyfriend, Brian, and stepson, Billy, along with their one-of-a-kind dog, Bodhi.

Jenny M. Lynch

CLIENT SERVICE ASSOCIATE

Jenny joined Grandview Partners in May 2019 as a Client Service Associate. She will be handling client outreach, office operations, and marketing.
 
Jenny grew up in Milton, MA and graduated from Stonehill College in 2006 with a degree in Psychology and a minor in Business Administration. She has over 13 years of experience in the financial industry. She started her career in finance with Columbia Threadneedle as a mutual fund sales consultant and then worked as a relationship manager for Ned Davis Research, an industry leading investment research firm. Most recently, Jenny worked as a Field Development Consultant at the Commonwealth Financial Network home office where she acted as a liaison for prospective advisors, giving them a detailed understanding of the firm. She holds her FINRA Series 7 registration through Commonwealth Financial Network®.
 
Jenny resides in Milton, MA with her husband, Kevin, and their three children, Thomas, Lily, and Harrison.