Sherri is the Founder and Co-CEO of SlateStone Wealth. She has extensive leadership experience with over 30 years investment industry experience in areas including firm operations and business management, portfolio management and investment strategy, compliance, relationship management, and business development and marketing.

Prior to co-founding SlateStone Wealth, she served as Chief Operating Officer at Boston Private Wealth Management which acquired Banyan Partners LLC in late 2014, forming a multi-billion dollar wealth management entity with nationwide reach. From 2011 – 2014 she was instrumental in the growth of Banyan Partners, as Chief Operating Officer and Partner helping drive significant growth in assets under management and building a national brand recognition. She was responsible for partner integration and strategic initiatives as well as oversight of operations, client engagement, marketing and compliance.

Prior to Banyan Partners, Sherri served as President of Weiss Capital Management, a Florida-based independent investment adviser, before it was acquired by Banyan in January 2011. Over the period of 1990 – 2011, she also served as President of Weiss Capital Securities, a FINRA registered broker-dealer and The Weiss Funds, an investment company, as well as holding various roles with increasing responsibility, including Executive Vice President of The Weiss Group. Sherri received her BA from Southwest Texas State University (currently Texas State University). She lives with her husband, daughter, and son plus their golden retriever, Sailor, and her rescue, a miniature pinscher named Kai. She enjoys long walks with her dogs, reading, cruising to the Bahamas and travel, plus gourmet cooking and entertaining her family and friends. She has served as Chairperson on various charities, also serving on many committees over the years, including Easter Seals and various animal rescues.