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Address:

199 Rosewood Drive, Suite 200
Danvers, MA 01923

Phone:

978.624.3000

Fax/Other:

978.624.3007

Jamie Upson CFP®, CMFC, AAMS

Jamie Upson CFP®, CMFC, AAMS

President & CEO

I was born and raised in Merrimack, New Hampshire and I am a proud member of the graduating class of 1995. I didn’t stray too far when it came time to head off to college. I attended Saint Anselm College in Goffstown, New Hampshire, class of 1999, majoring in Environmental Science. You heard me correctly, Environmental Science. 

After graduation, I joined Fidelity Investments as a trader. At the time, I didn’t even know what a mutual fund was, but Fidelity assured me that they would teach me everything I needed to know, which they made good on their promise. It was a short stay at Fidelity, as my future wife “suggested” that I move to Massachusetts to be closer to her. In 2000, I responded to an ad on Monster.com which is how I met Richard Prout, the founder of Stonehearth Capital Management. 

For the first couple of years at Stonehearth, I was entrenched in portfolio management design, strategy, and product analysis. I learned a lot in those first couple of years, which also coincided with the dotcom crash. At the time, Rich told me that this experience would forever change who I am, how I think, and how I manage money. Boy was he right. 

In 2006, I passed the Certified Financial Planner® (CFP) exam. The CFP® was designed to teach designee’s how to help families meet their financial goals and to plan for their future. I spent the next 11 years co-managing client portfolios and building, analyzing, and monitoring client financial plans. 

In 2017, I purchased Stonehearth Capital Management and now serve as the firm’s President and CEO. It is with great pride and excitement that I will lead our firm forward, surrounded by an intelligent and supportive team with a shared vision to help clients meet their financial goals. I will continue the tradition established by our founder, to always do what is in the best interest of our clients. As fiduciaries for the families we support, it is our obligation and our top priority. 

I have called Amesbury, Massachusetts home since 2002 where I live with my wife, Mary, and two daughters, Meryn and Adelyn.  In my spare time, I play and coach soccer and enjoy time in the White Mountains skiing, boating, and fishing. 

Phone 978.624.3000
Fax 978.624.3007
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck