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.

A black and white photo of a woman in a business suit.

Sharon “Sherri” Daniels
Founder, Co-CEO

A black and white photo of a man in a suit.

Patrick E. Tylander
Founder, Co-CEO

A black and white photo of a woman with long hair.

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

A black and white photo of a man in a suit.

Daniel D. Payne, CFA
Chief Investment Officer, Partner

A black and white photo of a man in a suit.

Dennis Harkin
Chief Operating Officer, Partner

A black and white photo of a man smiling.

Michael J. Coady
Chief Strategy & Growth Officer

A black and white photo of a man in a suit.

Christopher Kolb
Chief Information Officer

A black and white photo of a man with a beard.

Kenny Polcari
Chief Market Strategist

A black and white photo of a man in a suit.

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

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

A black and white photo of an older man with his arms crossed.

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

A black and white photo of a man in a suit.

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

A black and white photo of a man smiling in front of a brick wall.

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

A black and white photo of a woman smiling.

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

A black and white photo of an older woman smiling.

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

Black and white headshot of a smiling man.

Josh Rudolph, CFP®
Managing Director, Family Office Services

A black and white photo of an older man smiling.

Tom Griffin
Senior Portfolio Manager

A black and white photo of a man smiling.

Charles J. Daniels, Jr
Senior Wealth Advisor

A black and white photo of a man smiling.

Troy C. Sorel, MBA
Senior Financial Advisor, Partner

A black and white photo of a woman with long blonde hair.

Lisa Tomczak
Senior Client Advisor

A black and white photo of a man smiling.

Robert Levin
Senior Portfolio Manager

A black and white photo of a man in a suit.

Jacob Metro
Director of Trading & Portfolio Advisory

Elliott Bottoms
Investment Research Analyst

A black and white photo of a woman smiling.

Michelle Bonney
Controller

A black and white photo of a woman smiling.

Denise Karp
Administrative Manager, Family Office Services

Black and white headshot of a smiling woman.

Sue Tetreault
Client Service Associate

A black and white photo of a woman smiling.

Emily Trinchet
Client Service Associate

A black and white photo of a woman in a suit.

Dolores Moss
Client Service Associate

Image

Gianna Moretto
Compliance Associate

Let's Talk

Contact us for a Complimentary Portfolio Review

Contact Us