Our Firm

Reimagining the Client Experience.

The SlateStone Advantage

Where your aspirations meet our inspiration.

The cornerstone of sound financial advice begins with a broad understanding of your objectives. Our clients are wealthy individuals and families who want to partner with an independent advisor who takes the time to truly understand their goals and aspirations.

That’s why we start by learning about what is most important to you, your needs and investment objectives. Then, we put these insights into action by crafting an actionable wealth plan and customized investment solutions designed to keep you on a path of success.

We measure success by the peace of mind our clients achieve in the process. The key for achieving it is straightforward – focus on our client’s agenda, not anyone else’s. This, is what sets us apart.

Our partnership with you is comprehensive; we offer creative solutions based upon thorough understanding, detailed analysis and consistent follow through.
Sherri Daniels
Co-Founder, Managing Partner

Our Corporate Leadership Team

We have built a culture where inspiration, improvement and accomplishment are words that bind us in our mission to help our clients realize their life’s goals and aspirations.
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Sharon “Sherri” Daniels

Founder, Co-CEO
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Patrick E. Tylander

Founder, Co-CEO
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Milagros “Millie” Kleiner, MBA

Founding Partner
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Daniel D. Payne, CFA

Chief Investment Officer, Partner
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Dennis Harkin

Chief Operating Officer, Partner
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Michael J. Coady

Chief Strategy & Growth Officer, Partner
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Christopher Kolb

Chief Information Officer
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Kenny Polcari

Chief Market Strategist, Partner
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Erin Gibbs

Chief Equity Strategist
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Russell W. O’Brien, CFP®

Managing Director & Senior Wealth Advisor, Partner
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David Bottoms, JD

Managing Director, Senior Portfolio Manager, Partner
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Ryan D. Erickson, CFA®

Managing Director, Senior Portfolio Manager, Partner
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Jason Joanis, CFA®

Director of Investments, Senior Portfolio Manager, Partner
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Jennifer Ridley Hanson, CFP®, CDFA®

Director of Wealth Planning and Senior Wealth Advisor, Partner
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Kimberly L. Pierce, CFA®

Senior Portfolio Manager, Partner
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Josh Rudolph, CFP®

Managing Director, Family Office Services
See Bio
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Troy C. Sorel, MBA

Managing Director, Sr. Wealth Advisor, Partner
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Charles J. Daniels, Jr

Senior Wealth Advisor
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Lisa Tomczak

Senior Client Advisor
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Tom Griffin

Senior Portfolio Manager
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Robert Levin

Senior Portfolio Manager
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Jacob Metro

Director of Trading & Portfolio Advisory
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Elliott Bottoms

Alternative Research Analyst
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Michelle Bonney

Controller
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Denise Karp

Administrative Manager, Family Office Services
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Sue Tetreault

Client Service Associate
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Colin Duncan

Client Service Associate
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Gianna Moretto, IACCP®

Compliance Associate
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Sharon “Sherri” Daniels

Founder, Co-CEO
[email protected]

Sherri is the Founder and Co-CEO of SlateStone Wealth. She has extensive leadership experience with over 30 years investment industry experience in areas including firm operations and business management, portfolio management and investment strategy, compliance, relationship management, and business development and marketing.

Prior to co-founding SlateStone Wealth, she served as Chief Operating Officer at Boston Private Wealth Management which acquired Banyan Partners LLC in late 2014, forming a multi-billion dollar wealth management entity with nationwide reach. From 2011 – 2014 she was instrumental in the growth of Banyan Partners, as Chief Operating Officer and Partner helping drive significant growth in assets under management and building a national brand recognition. She was responsible for partner integration and strategic initiatives as well as oversight of operations, client engagement, marketing and compliance.

Prior to Banyan Partners, Sherri served as President of Weiss Capital Management, a Florida-based independent investment adviser, before it was acquired by Banyan in January 2011. Over the period of 1990 – 2011, she also served as President of Weiss Capital Securities, a FINRA registered broker-dealer and The Weiss Funds, an investment company, as well as holding various roles with increasing responsibility, including Executive Vice President of The Weiss Group. Sherri received her BA from Southwest Texas State University (currently Texas State University). She lives with her husband, daughter, and son plus their golden retriever, Sailor, and her rescue, a miniature pinscher named Kai. She enjoys long walks with her dogs, reading, cruising to the Bahamas and travel, plus gourmet cooking and entertaining her family and friends. She has served as Chairperson on various charities, also serving on many committees over the years, including Easter Seals and various animal rescues.

Patrick E. Tylander

Founder, Co-CEO
[email protected]

Patrick is the Founder and Co-CEO of SlateStone Wealth. Executing strategic business initiatives, as well as managing the technology platform to drive enterprise innovation, efficiency and scalability.

In addition, he leads the company’s strategic M&A efforts of various advisor teams and independent RIAs. Patrick has 15 years of corporate finance and business management leadership and has honed his vast entrepreneurial skill set over the years. His experience in banking and investment advisory services has served to deliver significant growth and success over the years at the firms he’s been instrumental in growing.

Prior to co-founding SlateStone Wealth with Mrs. Daniels, Patrick was Chief Financial Officer of Boston Private Wealth Management following the acquisition of Banyan Partners, LLC in October 2014. While at Banyan Partners, as Chief Financial Officer, he was instrumental in the firm’s strategic growth specializing in new partner development and integration, legal engagement, and financial and technical operations. During his tenure, Banyan acquired seven independent investment advisory firms between 2008 – 2014, growing from $30 million in assets to $4.5 billion before it’s transaction with Boston Private Financial Holdings. Patrick is a graduate of the University of Florida with a degree in Business Administration and Finance. Patrick is a fourth generation native Floridian and lives with his wife and two sons in Jupiter FL. He enjoys taking frequent trips to the Bahamas, spending time with his family and friends, and enjoying every aspect of what South Florida represents.

Milagros “Millie” Kleiner, MBA

Founding Partner
[email protected]

As Founding Partner, Millie provides a deep wealth of knowledge gained over a 25-year career Millie has held positions as Director of Operations and Chief Compliance Officer.

Her broad knowledge base of the various facets in the independent advisory services industry plus regulatory oversight and supervision bring enormous value to the firm and its clientele.

From 1987-1998, she held several management roles at JPMorgan Chase and was part of the Transition Team of the Mergers and Acquisitions Department, overseeing the integration of processes and products at individual branches during the Chase/Chemical merger. Mille holds a Master of Finance degree from St. John’s University and completed her Bachelor of Science at Adelphi University. Millie enjoys reading, traveling and time with family.

Daniel D. Payne, CFA

Chief Investment Officer, Partner
[email protected]

Dan serves as Chief Investment Officer at SlateStone Wealth, and is responsible for setting the overall investment strategy for the firm. Beginning his investment career as a financial analyst in the early 1990’s, Dan has three decades of experience in the asset management industry. Throughout his career, he has excelled in various areas, including financial analysis and research, institutional mutual fund management, and portfolio management for high-net-worth individuals and institutions.

Previously, Dan held the position of Senior Vice President & Senior Portfolio Management Director with The Excelsior Group at Morgan Stanley. His previous experience includes positions as Senior Vice President at PNC Wealth Management and Vice President/Senior Portfolio Manager in U.S. Trust’s Palm Beach office. As a senior portfolio manager, he successfully managed investment portfolios for individuals, families, trusts, and endowments totaling just under $1 Billion in assets. Prior to his tenure at U.S. Trust, Dan was a Vice President and Fund Manager in a regional bank’s asset management group where he managed one of the bank’s proprietary mutual funds. The six-person funds management team oversaw six funds with a combined total of over $1.4 Billion in assets. During this time, Dan also managed individual accounts for high net worth individuals.

Mr. Payne is a Chartered Financial Analyst (CFA) charter holder and an active member of the CFA Institute. He has also served as a president of the Jacksonville Financial Analyst Society, dedicating four years to the organization’s board. Dan holds an MBA in Finance from the University of Florida and a BA in Business Administration from Furman University. During his time at Furman, he was a student-athlete on the NCAA Division 1 Track and Field Team, earning three varsity letters.

Dennis Harkin

Chief Operating Officer, Partner
[email protected]

Dennis serves as Chief Operating Officer at Slatestone Wealth responsible for the oversight and administration of our portfolio management systems and the overall integrity and accuracy of our client information and reporting. Dennis also provides advice and guidance to a select number of SlateStone clients.

Dennis is a member of SlateStone’s Executive, Investment Policy and Asset Allocation Committees. As an active member of both the Investment and Advisory teams, Dennis ensures technology is leveraged to gain efficiencies and enhance the overall client experience. Dennis has over 15 years of experience in data management, systems integrations, and portfolio accounting and performance reporting.

Dennis’ background spans time at Merrill Lynch, Fidelity Investments, Banyan Partners and Boston Private Wealth. Throughout his wealth management career, he has spent time as an advisor, consultant, and led a team of technology and operations specialists. His broad experience allows him to see challenges from all sides and his expertise in portfolio management technology helps him creatively solve them. He brings a unique perspective to SlateStone’s clients who benefit from his broad Financial Services experience and knowledge.

Dennis graduated with a Bachelor of Arts from Providence College with a concentration in Business Studies. Outside of the office he enjoys spending time with his family and friends and sharing his joy of cooking.

Michael J. Coady

Chief Strategy & Growth Officer, Partner
[email protected]

Michael J. Coady serves as Chief Strategy & Growth Officer, delivering concierge-level service to ensure our clients’ success. With his background as a former Senior Vice President in the private, commercial, and business banking sectors, Michael has been instrumental in devising strategies and implementing customer-centric practices that have earned the trust of community business leaders who rely on his expertise. His priority focus is on driving enterprise growth.

Michael collaborates with business owners, corporate executives, philanthropists, and charitable foundations providing them with private wealth management guidance for their most complex financial and investment challenges.

Throughout his career, Michael consistently achieved predictable results by developing and executing high-level sales systems and processes. His strategic hallmark lies in his go-to-market plans, and one of his significant achievements includes transforming chaos into cadence by stabilizing organizational growth and scalability, the recruitment of top talent, mentoring high performance teams, and driving consistent execution.

Michael is renowned for his leadership expertise, gained from two decades of combined experience in financial institutions such as Ameris Bank, TD Bank, National City Bank, First Citizens Bank, and Fidelity Federal among others.

Michael possesses a Bachelor of Arts in Political Science from the University of Connecticut. He has completed the Executive Curriculum certificate from the MIT Sloan School of Management and is currently enrolled in the CFP Program at University of Georgia Terry School of Business.

Outside of his professional endeavors, Michael is a master swimmer and a former Infantry Officer with the Army National Guard, having received the Army Achievement award and Commendation Medals. He is an active member of The Forum Club. His wife, Jennifer, holds a senior leadership position in her profession. They have two sons and share interests in various activities.

Christopher Kolb

Chief Information Officer

With more than 25 years’ experience in information technology, security, and application development, Christopher serves as Chief Information Officer and is a member of the firm’s Executive Committee.

He is responsible for overseeing all aspects of the firm’s technology functions including infrastructure and networks, cyber security, business continuity, disaster recovery, process documentation, and training and support across the enterprise.

With a career spanning 25 years, Christopher’s experience helps drive innovation and digital transformation that streamlines operational and technology efficiencies. Prior to joining SlateStone, Christopher was the Director of Information Technology at Boston Private Wealth from 2014 to 2016 and at Banyan Partners from 2011 to 2014.

Christopher holds a Bachelor’s degree in Business Administration with a specialization in Database Systems Development and Management Information Systems from West Virginia University. He resides in south Florida with his wife and two sons. He is active in the Boy Scouts of America serving as the Scoutmaster for his local Boy Scout troop and enjoys spending time with his family, camping, hunting, and fishing.

Kenny Polcari

Chief Market Strategist, Partner
[email protected]

Kenny joined SlateStone Wealth in October 2019 as Chief Market Strategist. With over forty years of executive management experience and over twenty years of leadership in industry advocacy, he is a well-known personality in the financial services business.

Kenny is also a regular contributor on Fox Business Network and you can find him featured across their programming schedule.

Early in his career, he built the U.S. equities business at the largest interdealer broker, ICAP, and was among the first traders to go direct to institutional money managers, executing on the opportunities market evolution created, and bringing greater transparency and accessibility to the customer. Before that, Kenny ran the Salomon Brothers New York Stock Exchange (NYSE) division during the nineties bull market and was a part of the team that launched the first electronic order delivery system in the industry.

Kenny began his career on the floor of the NYSE in 1985. He served as a member of the exchange for nearly forty years and as a NYSE Governor for more than a decade, representing the interests of institutional asset managers in the global equities markets. Kenny is a passionate speaker with an infectious interest in the markets. He educates investors, market professionals, and business students about the evolution of the modern markets. As a voice on the markets, he first started working with the news media after 9/11, at the request of the NYSE, and became a regular contributor during the financial crisis, developing a reputation for being an advocate for Main Street and the investing public.

Kenny is an advisory board member for the Headstrong Project (getheadstrong.org), a nonprofit providing free, world-class treatment to veterans coping with the psychological wounds of war. He has a BSBA in Finance from the Boston University School of Management. Kenny met his wife, Evelyn, on the trading floor in 1983, when she was the first female Latina to become a member of the NYSE, they reside in Palm Beach, FL and have two daughters.

Erin Gibbs

Chief Equity Strategist

Erin Gibbs brings more than 25 years of distinguished experience in quantitative equity research, portfolio strategy, and wealth management to her new role as Chief Equity Strategist at SlateStone Wealth.

At SlateStone, as Chief Equity Strategist, Erin is responsible for leveraging mathematical and statistical models to develop, implement and manage proprietary investment strategies designed to optimize returns for the firm’s clients. Additionally, she serves on the firm’s Investment Policy Committee and collaborates with the advisory team and business development team to ensure investment strategies align with company objectives.

Before joining SlateStone, Erin served as Chief Investment Officer at Main Street Asset Management LLC, where she co-led multi-asset portfolios for high-net-worth clients. Prior to that, as Equity Chief Investment Officer at S&P Investment Advisory Services (SPIAS), she managed a portfolio of over $15 billion in long-only equity products and oversaw all equity active portfolio strategies.

Her career also includes senior analytical roles at Liberty Ridge Capital, Citigroup, and Sanford Bernstein, underpinning her decades-spanning expertise in equity markets.

Erin earned her B.B.A. in International Management with a concentration in Finance from Pace University and pursued graduate coursework in Mathematics in Finance at NYU’s Courant Institute.

A recognized thought leader in the investment community, Erin frequently appears in financial media and speaks at high-profile industry conferences.

Russell W. O’Brien, CFP®

Managing Director & Senior Wealth Advisor, Partner

Russ serves as the Managing Director and Senior Wealth Advisor, collaborating with the firm’s leadership to oversee and manage the advisory services and wealth planning functions. Russ brings over thirty years of experience in the financial services industry. Most recently, Russ was Senior Vice President with The Excelsior Group at Morgan Stanley. Prior to that he held similar roles with PNC Wealth Management, U.S. Trust and Bessemer Trust.

After graduating from Rowan University with a BA in Economics, he began his career at Marine Midland Bank. Upon completion of their rigorous Management Associate program he held various positions within their banking and securities businesses.

Russ is a CERTIFIED FINANCIAL PLANNERTM (CFP®), having held that designation since 2000. He also holds the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63) and Uniform Investment Advisor Law (Series 65) licenses. Over the past two decades, Russ has focused exclusively on providing advisory services to wealthy families, senior corporate executives, entrepreneurs and venture capitalists. He specializes in building comprehensive, multigenerational investment, financial and estate planning strategies.

David Bottoms, JD

Managing Director, Senior Portfolio Manager, Partner

David Bottoms brings more than 40 years of experience to his role as Managing Director, Senior Portfolio Manager at SlateStone Wealth specializing in custom investment management and consulting for high net worth families. He is a member of SlateStone’s Investment Policy Committee and the custom equity research team.

Prior to joining SlateStone Wealth, David was Executive Managing Director, Senior Portfolio Manager for BP Wealth Management. Previously David founded OakTree Asset Management in 1996 and was its President until merging his firm into Banyan Partners in 2009 as a Managing Director. David’s extensive personal and professional experience has supported families and their unique needs over decades. He specializes in growth strategies through in-depth analysis and research, anticipating market trends in order to provide innovative solutions that meet the need of our clients.

David graduated from the College of William & Mary and earned his Juris Doctorate from University of Virginia School of Law in 1964. David was also a member of the Executive Board of the Virginia Law Review.

David is passionate about serving his clients and community. He is a member of the Board of Directors of the Jerusalem Foundation and serves on its Executive Committee. He is also a member of the Board of Directors of Barge Music of New York. He performs his own piano compositions every September 11 at the Barge Music in honor and memory of the lives lost on September 11, 2001. David is active in the Performing Arts Center of Auburn University and is a Patron of that institution. He is also a member of the Board of Directors of the Sam Spiegel Foundation.

Ryan D. Erickson, CFA®

Managing Director, Senior Portfolio Manager, Partner

Ryan Erickson serves as Managing Director, Senior Portfolio Manager, Partner at SlateStone Wealth. As Managing Director, he oversees the firm’s Midwest region from the firm’s Madison, WI regional office. He is also responsible for managing custom investment portfolios for a select number of high-net worth families and institutions. In addition, Ryan leads the team that manages the firm’s Core Equity investment strategy, equity stock selection and chairs the Equity sub-committee, while playing an integral role on our Investment Policy Committee. Ryan joined SlateStone Wealth in 2021.

Ryan started his career in the early 90’s as an intern at Holt-Smith Advisors, a Madison, Wisconsin Registered Investment Advisor. The team and client base that Ryan worked with were ultimately part of an acquisition in 2013 that SlateStone’s co-founders subsequently oversaw at their former firm, Banyan Partners. While at Holt-Smith and after completing his Finance, Investments, Risk Management and Insurance degrees at the University of Wisconsin, Ryan was promoted from intern to Assistant Portfolio Manager. Ryan also earned the prestigious Chartered Financial Analyst® designation granted by the CFA Institute.​

Over the years, Ryan grew with Holt-Smith, assisting in systematizing the investment process and co-managing investment portfolios. During Ryan’s tenure, the firm was recognized with multiple awards and recognition for top investment performance results during the 90’s and early 2000’s, as the firm grew from $20 Million in assets under management to nearly $2 Billion by 2002.​

Over the years, Ryan rose to the Chief Investment Officer at Holt-Smith and led the development of a Large Cap Value Portfolio and a diversified ETF model portfolio to complement the firm’s Large Cap Growth and Mid Cap Growth Strategies. In 2013, Holt-Smith Advisors was acquired by Banyan Partners in Palm Beach Gardens, Florida and Ryan moved into a Senior Portfolio Manager role with the firm.​

In 2014, Boston Private Financial acquired Banyan Partners and Ryan took the opportunity to move to Vero Beach, Florida, joining PNC Wealth Management, where he managed a large book of wealth management clients. Moving to PNC offered Ryan the opportunity to manage client assets while also gaining valuable wealth planning, trust, and banking experience.​

The Midwest eventually pulled Ryan and his family back home three years later when he took a position with BMO Harris Private Bank, managing client portfolios as well as supervising the Assistant Portfolio Manager team for the entire Midwest. He is an alumnus of Leadership Greater Madison and is also a past Board Member of the Wisconsin Badgers Basketball Boosters.​

Ryan lives in Waunakee with his wife and their four children, and three dogs.

Jason Joanis, CFA®

Director of Investments, Senior Portfolio Manager, Partner

Jason Joanis, CFA® serves as Director of Investments, Senior Portfolio Manager, Partner for SlateStone Wealth. As Director of Investments, Jason oversees the investment research and analysis activities for SlateStone. He is responsible for managing custom investment portfolios for a select number of high-net worth families and institutions. In addition, Jason oversees the day-to-day management of SlateStone’s Core Equity Strategy and stock selection and serves on the Custom Equity sub-committee, while playing an integral role on the broader Investment Policy Committee. Jason joined SlateStone Wealth in 2022.

Jason began his investment career in the late ‘90s as an advisor for Strong Capital Management in Menomonee Falls, Wisconsin. With an interest in equity research, Jason moved to Madison, Wisconsin and joined Holt-Smith Advisors where he served on their concentrated Large-Cap Growth Equity committee. Jason managed portfolios for high-net worth clients and institutions on a national level. He performed equity research and served as the firm’s lead fixed income analyst. The firm’s concentrated equity products quickly grew the assets under management from $200 million to nearly $2 billion.

In the mid 2000’s, Jason was looking for an opportunity to further develop his investment acumen, which led to partnerships with local investors to create an early-state venture capital fund and a traditional long/short hedge fund. Jason’s primary duties included negotiating term sheets, performing due diligence on pre-revenue companies, and investing capital in equity or debt, along with hiring prime brokers, auditors, and creating marketing materials for the hedge fund.

In 2010, Jason was recruited by M&I Bank to take over the management of a large book of clients for a retiring portfolio manager. In this role, Jason worked closely with a client service team and provided customized investment solutions for client portfolios. M&I Bank was acquired by BMO Harris Bank in 2012 and Jason continued with the firm as a Director, Senior Portfolio Manager. He served on the bank’s Alternatives Investment Committee and the Harriscreen Portfolio Investment Strategy Committee.

Jason’s broad investment experience allows him to navigate high-net worth and institutional clients in all facets of their investment journey. Jason’s shared commitment to a high fiduciary standard for clients eventually led him to SlateStone Wealth.

He earned a BBA with a Minor in Economics from St. Norbert College in De Pere, Wisconsin. Jason has earned the prestigious Chartered Financial Analyst® (CFA) designation and is a member of the CFA Institute. He is a current Board Member and Past President of the CFA Society Madison. In addition, Jason serves on the Finance Committee for the Goodman Community Center, an organization that strengthens lives and secures futures. Jason is an alumnus of Leadership Greater Madison.

Jason and his wife live in Fitchburg, Wisconsin with their four children, one dog, two cats, an African dwarf frog and a hamster. Jason and his wife enjoy watching and coaching their children in activities like soccer, lacrosse, baseball, basketball, and dance.

Jennifer Ridley Hanson, CFP®, CDFA®

Director of Wealth Planning and Senior Wealth Advisor, Partner

Jennifer Ridley Hanson serves as Director of Wealth Planning and Senior Wealth Advisor, Partner. Jennifer oversees SlateStone’s wealth planning platform and process while leading the advisory team. She also serves as the lead relationship manager for a select group of families and institutions. In addition to her focus on Wealth Planning, Jennifer is a member of the Investment Policy Committee where she shares valuable insights gained from her 25 years of experience as a financial advisor and CERTIFIED FINANCIAL PLANNER® professional. Jennifer is also a Certified Divorce Financial Analyst® practitioner. With this expertise, she becomes part of the divorce team to provide support on financial issues, including detailed analysis of how a proposed financial settlement will impact the client’s financial future. Jennifer joined SlateStone in 2022.

Prior to joining the firm, Jennifer spent eight years with BMO Private Bank in Madison, Wisconsin as a Director, Private Wealth Advisor. She served as the leader of the client strategy team and advised individuals and families on implementing strategies to grow, maintain, and transfer their wealth. Jennifer joined BMO in 2012 through the bank’s merger with M&I Bank, where she spent the previous eight years serving as a Personal Trust Administrator.

In the early 2000’s, Jennifer served as Director of Financial Planning for Financial Finesse, a financial education company dedicated to providing unbiased financial information. She developed and delivered financial education products and services for employee financial education and financial wellness programs nationwide.

Jennifer is a graduate of Lawrence University in Appleton, Wisconsin. She began her career in Chicago as a Personal Financial Advisor and Registered Representative with IDS Financial Services.

She serves on the Board of Trustees for Madison Museum of Contemporary Art (MMoCA), and she is an active member of The Business Forum and TEMPO Madison.

Kimberly L. Pierce, CFA®

Senior Portfolio Manager, Partner

Kimberly brings more than 25 years of experience in managing customized investment portfolios and advising high-net worth families to SlateStone. She is a member of the Investment Policy Committee and serves as a Senior Portfolio Manager.

Prior to joining SlateStone Wealth, Kimberly was Vice President and Director of Daniel Devine & Company, a firm she co-founded with Dan Devine in 2004. The Registered Investment Advisory firm provided individualized investment management services and advice to high-net worth families based in the US and internationally. Before beginning their own firm, Kimberly worked with Dan at MeesPierson (Bahamas) Limited, a private trust bank located in Nassau, Bahamas. Her ten years of work there contributed to her depth of knowledge in securities analysis, as well as international trust and banking.

Kimberly and Dan joined SlateStone Wealth in August 2018, as partners, where they will continue to provide for the long-term continuity and custom management of their clients’ wealth and her investment skills will be of benefit to all clients. Kimberly’s consultative approach aligns with the firm’s team of professionals who provide long-term generational advice on a day-to-day basis.

Kimberly earned the Chartered Financial Analyst (CFA) designation in 2001. She received her Master’s degree from the University of Rhode Island in 1987 and her Bachelor’s degree from Boston College in 1983. She and her husband have three grown sons and she enjoys international travel, working in her gardens and reading historical fiction.

Josh Rudolph, CFP®

Managing Director, Family Office Services

Josh is a Managing Director in SlateStone’s Family Office division. Josh advises ultra-high net worth individuals and families across a comprehensive spectrum of financial services including wealth planning and strategy, tax and estate planning, and private investment allocation.

In addition, he supports SlateStone wealth advisors to ensure the delivery of comprehensive wealth and investment advice to clients. Our holistic approach includes robust financial planning, in-depth guidance on estate planning, combined with an integrated and customized investment strategy tailored to each client or family. Josh collaborates with colleagues with specialized expertise in investments, banking and lending, philanthropy, and risk management to provide a broad spectrum of financial and non-financial services to the firm’s UHNW clientele.

He has over 20 years in the financial services sector, having joined Emerald Planning Group, an independent financial planning firm, in 2000 where he honed his expertise with UHNW clients referred by a multi-family office in south Florida. As a CERTIFIED FINANCIAL PLANNER® professional since 2005, Josh provides an approach that serves the complexity of each client’s needs and builds long-term trust through his consistent guidance and advice.

Prior to entering the financial services sector, Josh served in various positions at Ultimate Software Group.

Josh swam competitively at Princeton University where he graduated in 1994.

Married for 25 years with two amazing daughters, Josh, raised in South Florida, lives in Weston, FL serving clients across Florida and beyond. Josh is also an avid golfer and enjoys traveling.

Troy C. Sorel, MBA

Managing Director, Sr. Wealth Advisor, Partner
[email protected]

With over a decade of experience in financial services, Troy Sorel, Managing Director, Senior Wealth Advisor, Partner advises high net worth individuals and families as well as business owners across traditional investment and private alternative strategies. Prior to joining SlateStone, Troy worked as a relationship manager for Emerald Asset Advisors from 2014 to 2019 and for ING as an investment advisor representative and as a registered representative between 2010 and 2014.

Troy earned a Bachelor’s of Science in Real Estate from Florida State University College of Business. He also achieved a Master’s of Business Administration with a concentration in Finance from Florida State University in 2008.

Troy is a native South Floridian and is active in various charity causes in South Florida and is currently a board member for the Jewish Federation of Broward County and Children’s Harbor. Troy is also extremely involved and active with Florida Children’s First. He enjoys playing sports, traveling, and spending quality time with his family and friends.

Charles J. Daniels, Jr

Senior Wealth Advisor

Charlie’s decades of entrepreneurship, business ownership and wealth management experience provide a foundation for the customized advice he provides to the high-net worth clientele he serves at SlateStone Wealth.

His business background includes founding, managing and selling small businesses across industries including heating oil, credit lending, and franchising. His professional experience was honed from his years as a registered Financial Advisor and wealth planner at UBS Financial and BMO Harris Private Bank.

Creating thoughtful, customized and adaptable wealth and investment plans for small business owners, executives and wealthy families requires a keen insight and long-standing relationships built over time. With a proven track record of success and first-hand experience, Charlie recognizes both the unique challenges and opportunities that building a private business in today’s competitive climate represent. Whether it’s coordinating legal, tax, and accounting professionals or simply providing sound judgement to a complex situation, he does so with skill and determination.

Charlie holds a Bachelor’s in Business Management from Jacksonville University. He works with clients across the state from SlateStone’s Jupiter, Weston and Boca Raton offices. He resides in Palm Beach Gardens, FL with his wife, Sherri, SlateStone’s Co-Founder, and their two children and two dogs.

Lisa Tomczak

Senior Client Advisor

Lisa serves as a Senior Client Advisor with SlateStone Wealth bringing a depth of experience in serving a diverse spectrum of high-net-worth individuals and families. She has a heartfelt commitment to aiding widowed and divorced investors and has carved a path that merges financial expertise with compassion, helping clients navigate their investments with confidence and resilience.

When it comes to advice, Lisa believes knowledge is the key to empowerment and through meetings and consultations guides her clients with the insights required to make well-informed decisions. She demystifies financial terminology, defines appropriate strategies, and acts as a client advocate with clients outside professionals to provide a safe space for questions and to provide clarity for their financial futures.

For over 15 years, her dedication to guiding investors is not only about growing wealth but also protecting that wealth in a way that helps shape a future that is firmly rooted in financial stability and personal fulfillment.

Prior to her current role, Lisa worked at Banyan Partners which later merged with Boston Private Wealth before it was acquired by SVB Wealth.

Lisa lives in Lake Worth with her husband, two daughters and three stepsons and soon will be an empty nester. She enjoys outdoor activities including boating, hanging poolside, listening to live music, or attending the various festivals South Florida has to offer.

Tom Griffin

Senior Portfolio Manager

Tom Griffin brings over five decades of experience in retail and institutional investment management to his role as Senior Portfolio Manager at SlateStone Wealth. Tom’s extensive background in stock selection with an emphasis on financials brings added value as he serves the firm’s Investment Policy Committee and custom equity research team.

Prior to joining SlateStone and over a 14-year period, Tom was with Wells Fargo Advisors as First Vice President creating bespoke investment portfolios to meet client’s personalized objectives. He also previously held the role of Vice President, Sales at UBS working with private clients. His 13 year tenure at Coburn & Meredith included responsibility for investment banking, market making, and as Options Principal and Compliance Officer. While at UBS and Coburn, Tom also participated in several mutual bank conversion offerings on behalf of his clients and in the underwriting process.

Tom has held additional roles in the financial services industry including as a branch manager at Shearson Lehman and in oversight and supervisory roles with Advest. His close business relationship over many years with two of SlateStone’s partners, Dan Devine and Kimberly Pierce eventually lead him to SlateStone where he can continue a history of customizing investment portfolios for his long-time clientele and ensure a succession with a firm with a like-minded investment philosophy and style.

Tom has two grown sons, one who is an animal sanctuary manager in the Alaskan wilderness where he works with grizzly bears and the other is in Oregon as a forest ranger carrying on Tom’s love of nature. Tom is a true outdoorsman and enjoys running, skiing, golfing and hiking.

Robert Levin

Senior Portfolio Manager

Robert is a Senior Portfolio Manager with SlateStone Wealth. He has over 35 years of investment industry experience in areas including investment strategy, portfolio management, client management, and research and trading.

Previous to joining SlateStone, he was with Emerald Asset Advisors from 2014 to 2019 managing client portfolios and providing investment advice. After starting his finance career in 1979 at a large property/casualty insurer, he then worked at Legg Mason, which was followed by serving at Asset Strategy Consultants as an investment consultant for institutions and high net worth individuals from 2000 to 2014.

Robert earned his degree in Business Administration from the University of Maryland. He has held various investment and insurance certifications over his career. Robert enjoys travelling, biking and spending time with family.

Jacob Metro

Director of Trading & Portfolio Advisory

Jacob is Director of Trading & Portfolio Advisory at Slatestone with 18 years trading and operations experience in the wealth management industry. At SlateStone, he is responsible for overseeing and executing portfolio trades on behalf of the firm’s portfolio management team and ensuring client accounts are invested in accordance with agreed upon objectives.

He further supports the investment team in generating performance summaries and other materials for portfolio reviews and proposals for existing and prospective investors.

Prior to joining Slatestone, Jacob has held similar roles at Forbes Family Trust, Boston Private Wealth and Silicon Valley Bank. Previously Jacob worked as a Trader at Banyan Partners as well as Gelber Group Securities at the Chicago Board of Trade.

Jacob holds a Bachelor of Science from Milwaukee School of Engineering. In his free time, he enjoys playing golf and ice hockey.

Elliott Bottoms

Alternative Research Analyst

As an independent Alternatives Research Analyst, Elliott provides ongoing support and assistance to SlateStone’s Investment Committee members, portfolio managers, and wealth advisors in alternatives strategies for high-net-worth portfolios.

For that last four years, he has provided the firm guidance across alternatives segments including private equity, private credit, venture capital, hedge funds and real estate. His analysis includes both sourcing and evaluating alternatives investment opportunities as well as conducting manager due diligence on both private and public alternatives.

Elliott is an avid reader who is passionate about philosophy, history, and aesthetics. He earned a BA from The New School for Performing arts and resides in NYC and Connecticut.

Michelle Bonney

Controller

Michelle Bonney brings over 20 years of accounting knowledge to the position of Controller for SlateStone Wealth where she establishes, maintains and enforces corporate policies and procedures in close coordination with the CFO and executive leadership.

Her deep knowledge of budgeting, reporting and cash management procedures comes from a background of experience in varied industries. Previous positions in public accounting firms from 1993 through 2010, provided her with additional skills in a variety of sectors including construction, medical and professional services. Beginning with bookkeeping and tax prep, then moving to outsourced services, provided a perfect base of understanding in corporate finance, management and leadership which are invaluable to the firm and its employees.

Prior to joining SlateStone Wealth, Michelle held the position of Controller at Banyan Partners, LLC and continued in that role after the firm’s acquisition in 2014 by Boston Private Wealth, LLC. Michelle and is also a member of the Society of Human Resource Management.

Michelle enjoys spending time with her family and friends. Cruising and gardening are favorite activities, along with a new hobby of furniture painting.

Denise Karp

Administrative Manager, Family Office Services

Denise holds the position of Administrative Manager, Family Office Services at SlateStone Wealth. She works closely with the firm’s clientele and our advisor teams to ensure a responsive and accurate outcome across a wide-array of service needs.

She also facilitates the complex process of onboarding client investment alternatives and direct investments. In addition, Denise supports all administrative and compliance functions in support of our clients and works closely with the firm’s management to ensure the safety and security of our client’s personal information and the integrity of our systems and records.

Before joining SlateStone, she held the same role with Emerald Asset Advisors from 2008 to 2019 and has held similar roles with other financial services and legal firms over two decades.

Denise graduated with a Bachelor of Arts in English from New York University. Outside of the office, she is a state-wide autism advocate with her listserv Denise’s List and enjoys spending time with family, long walks with Bella the pit-bull, movies, social media and playing Words with Friends.

Sue Tetreault

Client Service Associate

Sue brings a 37-year career of client service experience in the financial services industry to SlateStone. A caring and dedicated Client Service Associate, Sue values integrity and is dedicated to the highest quality service to our clients. She has an exemplary reputation for cultivating and building trusting client relationships while delivering exceptional customer service. As a Client Service Associate, Sue believes the goal is to provide a meaningful experience to the people we serve and support.

Before joining SlateStone, Sue was a Senior Investment Associate with The Northern Trust Company. Sue has held Sr. Investment Associate roles with PNC Wealth Management/Hawthorn, Wells Fargo, and was Senior Client Support Specialist at Wachovia Wealth Management.

A Florida native, Sue enjoys spending time with family and friends, fitness, kayaking, waterskiing, snow skiing, and the Florida Keys.

Colin Duncan

Client Service Associate

Colin is a Client Service Associate in our Jupiter office. Colin brings eight years of financial services experience in the managed accounts software space. Colin has honed his skills in supporting clients and ensuring their success.

Prior to joining our team, Colin worked at SMArtX Advisory Solutions where he guided users on effectively using the managed accounts trading platform. In this client service role, he offered continuous support for platform-related issues, helped maintain user training materials, and collaborated with the product team to enhance the client experience.

His experience in both client success and team leadership has equipped him with a strong understanding of customer needs and a passion for delivering exceptional service.

Colin is a graduate of Eastern Illinois University with a Bachelor of Science degree in Health Administration and a minor in Business Administration. Outside of work, he enjoys spending time with his family and cheering on his favorite sports teams, the New York Yankees, and New York Islanders. He and his wife, Allyson, have 3 amazing kids – two boys and one girl. They love spending time at the beach and traveling.

Gianna Moretto, IACCP®

Compliance Associate

A Native of Florida, Gianna earned her Bachelor of Science in Finance from Florida State University in 2023. Gianna has earned her Investment Advisor Certified Compliance Professional designation and is a member of the National Society of Compliance Professionals.

As a Compliance Associate, Gianna is committed to ensuring regulatory adherence and promoting a culture of compliance within SlateStone. Gianna brings a fresh perspective and eagerness to contribute to the dynamic field of compliance. Gianna looks forward to being an integral part of the SlateStone team, contributing to the organization’s commitment to excellence. With a keen eye for detail and a solid understanding of regulatory frameworks, Gianna is dedicated to supporting the compliance team in maintaining the highest standards of integrity and ethical conduct.

Outside of the office she enjoys reading, going to the beach, and spending time with family and friends.

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