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.