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.


Sharon “Sherri” Daniels
Founder, Co-CEO


Patrick E. Tylander
Founder, Co-CEO

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


Dennis Harkin
Senior Portfolio Advisor, Chief Data Officer


Christopher Kolb
Chief Information Officer


Kenny Polcari
Senior Market Strategist/Consultant

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

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


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


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


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


Troy C. Sorel, MBA
Senior Financial Advisor, Partner


Robert Levin
Senior Portfolio Manager

Elliott Bottoms
Investment Research Analyst


Michelle Bonney


Denise Karp
Operations & Compliance Manager


Suzie Dean
Director of Trading

Cathi Olson
Client Service Associate & Office Administrator


Dolores Moss
Client Concierge

Lauren Harkin
Executive Administrator

Let’s Talk

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