Sorry, you need to enable JavaScript to visit this website.
Skip to main content

Jamie Upson

President & CEO

Jamie Upson, CFP®, CMFC, AAMS is President and CEO of Stonehearth Capital Management. Jamie leads the firm with a shared vision to help clients meet their financial goals, continuing the tradition established by the founder, to always do what is in the best interest of our clients. As fiduciaries for the families they  support, it is the team's top priority. 

He has called Amesbury, Massachusetts home since 2002 where he lives with his wife, Mary, and two daughters, Meryn and Adelyn.  In his spare time, Jamie plays and coaches soccer and enjoys time in the White Mountains skiing, boating, and fishing. 

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.