About ETHOS

At ETHOS Strategic Partners we believe it takes many different personality types to perform. As our clients have told us, they see cohesiveness and a real caring and concern for their best needs. They know we have many different minds working on their questions and researching all of their options. It brings them a sense of comfort to have our personalities and unique abilities working to support them. We work for your best interests, not ours. We are focused on attentive, responsive communication and follow-through. We do what we say we will do. Our clients are always on our radar and they feel comfortable interfacing with every member of our team. We are focused on you and have an excitement and passion for what we do.

 

 

Robert P. Vona, AIF®
Director of Financial Services

 

 

 


Since 1989, clients have chosen Bob as their lead financial professional for his knowledge, compassion, and genuine concern for their individual needs. What this means to you is knowing that you are being treated well and having someone attentive to your concerns and aspirations. The real benefit is feeling more informed and secure as you work to build a better financial quality of life.

Bob is the Director of Financial Services and founding member of ETHOS Strategic Partners. Bob began his financial services career after receiving his Bachelor of Science degree in Management from Bentley University. He served as a financial representative and sales manager with New York Life Insurance Company, and then held roles at AIG as an Agency Manager and served as a Senior Vice President for Bank of America, CNA-Viaticus, and Citi/Smith Barney before starting his own private Independent Registered Investment Advisory Practice from 2009 to 2013. 

Bob has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program which includes an agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

Bob is a former board member of “Brain Balancing of Greater Boston,” an organization dedicated to improving technology that will change how head injuries, PTSD, ADD, and other conditions are treated.

 

 

Samantha S. Steer, CDFA®
Financial Advisor

 

 

 


Known for her patience, reliability, and caring, supportive approach, Samantha is a Financial Advisor on ETHOS Strategic Partners. She holds the Certified Divorce Financial Analyst® designation and works closely with clients going through the separation and divorce process. Samantha is the child of divorce and has experienced its impact with many other family members. She can relate to what it is that you and your family are going through, and she is passionate about providing support to families in divorce.

Samantha focuses on educating clients about the assets that they have, the financial implications on division of assets and support payments factoring into cashflow. She also helps clients understand how to feel secure in their financial future as an individual post-divorce. It is important to her that she help you to answer the question “Am I going to be okay?”

Samantha is a founding member of ETHOS Strategic Partners and has guided hundreds of people through the divorce process. Samantha helped form ETHOS Strategic Partners after her attendance at Babson College with a degree in Business Administration. She enjoys traveling, yoga and cooking.

 

 

Timothy M. Monahan
Financial Representative

 

 

 


Clients choose to work with Tim for the trust, understanding and dependability he brings to a relationship. Tim has a genuine interest in understanding each client's unique situation and works with them to create a personalized strategy to help them achieve their goals one step at a time. The real benefit is the comfort and confidence clients feel from having a clear understanding of their financial strategy.

Prior to joining ETHOS Strategic Partners, Tim worked as a Regional Manager for Santander Bank, overseeing the bank's Rhode Island branches. Tim has always had a passion for retail banking and has over 30 years of experience in the banking industry. In his current role at ETHOS Strategic Partners, he is able to both reconnect with the relationships he has built over the years, as well as build new relationships, in order to assist his clients with their personal financial strategies and goals.

In his spare time, Tim enjoys exercising, gardening, traveling and spending time at the beach. Tim attended Bryant University and he currently resides in Pawtucket, Rhode Island.