Our Firm
Reimagining the Client Experience

 

The SlateStone Advantage
Our approach is to focus on your success

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

Partnering for Your Success

When we partner with you, we do so with a long-term perspective. We strive to earn your trust and confidence and exceed your expectations and those of your spouse, children and grandchildren. In this way, we can help ensure you accomplish your life goals and that your legacy can carry on for generations to come.

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Sharon “Sherri” Daniels
Founder, Co-CEO

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Patrick E. Tylander
Founder, Co-CEO

Milagros “Millie” Kleiner, MBA
Founding Partner, Chief Compliance Officer

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Dennis Harkin
Senior Portfolio Advisor, Chief Data Officer

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Christopher Kolb
Chief Information Officer

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Kenny Polcari
Senior Market Strategist/Consultant

Daniel E. Devine, CFA®
Senior Portfolio Manager, Partner

David Bottoms, JD
Managing Director, Senior Portfolio Manager, Partner

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

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Jason Joanis, CFA®
Director of Investments, Senior Portfolio Manager, Principal

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Jennifer Ridley Hanson, CFP®
Director of Wealth Planning and Senior Wealth Advisor, Principal

Kimberly L. Pierce, CFA®
Senior Portfolio Manager, Partner

Tom Griffin
Senior Portfolio Manager

Mark Sprenger, JD, MBA
Managing Director, Senior Wealth Advisor

Charles J. Daniels, Jr
Senior Wealth Advisor

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Troy C. Sorel, MBA
Senior Financial Advisor, Partner

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Robert Levin
Senior Portfolio Manager

Elliott Bottoms
Investment Research Analyst

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Michelle Bonney
Controller

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Denise Karp
Operations & Compliance Manager

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Suzie Dean
Director of Trading

Cathi Olson
Client Service Associate & Office Administrator

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Dolores Moss
Client Concierge

Lauren Harkin
Executive Administrator

Let’s Talk

Contact us for a Complimentary Portfolio Review

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