Dennis serves as Chief Operating Officer at Slatestone Wealth responsible for the oversight and administration of our portfolio management systems and the overall integrity and accuracy of our client information and reporting. Dennis also provides advice and guidance to a select number of SlateStone clients.

Dennis is a member of SlateStone’s Executive, Investment Policy and Asset Allocation Committees. As an active member of both the Investment and Advisory teams, Dennis ensures technology is leveraged to gain efficiencies and enhance the overall client experience. Dennis has over 15 years of experience in data management, systems integrations, and portfolio accounting and performance reporting.

Dennis’ background spans time at Merrill Lynch, Fidelity Investments, Banyan Partners and Boston Private Wealth. Throughout his wealth management career, he has spent time as an advisor, consultant, and led a team of technology and operations specialists. His broad experience allows him to see challenges from all sides and his expertise in portfolio management technology helps him creatively solve them. He brings a unique perspective to SlateStone’s clients who benefit from his broad Financial Services experience and knowledge.

Dennis graduated with a Bachelor of Arts from Providence College with a concentration in Business Studies. Outside of the office he enjoys spending time with his family and friends and sharing his joy of cooking.