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.

Image

Sharon “Sherri” Daniels
Founder, Co-CEO

Image

Patrick E. Tylander
Founder, Co-CEO

Image

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

Image

Daniel D. Payne, CFA
Chief Investment Officer, Partner

Image

Dennis Harkin
Chief Operating Officer, Partner

Image

Michael J. Coady
Chief Strategy & Growth Officer

Image

Christopher Kolb
Chief Information Officer

Image

Kenny Polcari
Chief Market Strategist

Image

Russell W. O'Brien, CFP®
Managing Director & Senior Wealth Advisor, Partner

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

Image

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

Image

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

Image

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

Image

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

Image

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

Image

Tom Griffin
Senior Portfolio Manager

Image

Charles J. Daniels, Jr
Senior Wealth Advisor

Image

Troy C. Sorel, MBA
Senior Financial Advisor, Partner

Image

Lisa Tomczak
Senior Client Advisor

Image

Robert Levin
Senior Portfolio Manager

Image

Jacob Metro
Director of Trading & Portfolio Advisory

Elliott Bottoms
Investment Research Analyst

Image

Michelle Bonney
Controller

Image

Denise Karp
Operations & Compliance Manager

Image

Emily Trinchet
Client Service Associate

Image

Dolores Moss
Client Service Associate

Gianna Moretto
Compliance Associate

Let's Talk

Contact us for a Complimentary Portfolio Review

Contact Us