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info@SlateStone.com

Phone: (561) 244-2504
TOLL FREE: (800) 773-9282
Fax: (561) 584-6945

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info@SlateStone.com

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TOLL FREE: (800) 773-9282
Fax: (561) 447-9076

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info@SlateStone.com

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TOLL FREE: (800) 773-9282
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info@SlateStone.com

Phone: (954) 606 0777
TOLL FREE: (800) 773-9282
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Patrick E. Tylander

Patrick E. Tylander

Co-Founder, Managing Partner

ptylander@slatestone.com

Patrick is the Co-Founder and Managing Partner of SlateStone Wealth LLC, a registered investment adviser. Executing strategic business initiatives, as well as managing the technology platform to drive enterprise innovation, efficiency and scalability.

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Sharon A. Daniels

Sharon “Sherri” Daniels

Co-Founder, Managing Partner

sdaniels@slatestone.com

Sherri is the Co-Founder and Managing Partner of SlateStone Wealth LLC, a registered investment adviser. 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.

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David J. Costigan, CFP®

David J. Costigan, CFP®

Managing Partner

dcostigan@slatestone.com

Dave is the Managing Partner of SlateStone Wealth and its affiliate investment adviser, SlateStone Private Client, LLC. Dave sits at the intersection of the firms’ wealth planning, advisory services, and portfolio management and research teams.

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Milagros Kleiner, MBA

Milagros “Millie” Kleiner, MBA

Chief Compliance Officer, Partner

mkleiner@slatestone.com

Millie provides a deep wealth of knowledge gained over a 25-year career to her role as Chief Compliance Officer at SlateStone Wealth. Previously, Millie held positions at Banyan Partners where she served as Director of Operations and prior to that Chief Compliance Officer. Her broad knowledge base of the various facets in the independent advisory services industry plus regulatory oversight and supervision bring enormous value to the firm and its clientele.

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T. Matt Brann, CFA

T. Matt Brann, CFA®

Chief Strategic Officer, Partner

mbrann@SlateStonewealth.com

T. Matt Brann is the Chief Strategic Officer and Partner with SlateStone Wealth. As a member of the firm’s senior leadership team, his responsibilities are to develop, communicate, execute and sustain corporate strategic initiatives. Prior to SlateStone Wealth, Mr. Brann was the Executive Managing Director, Business Development of Boston Private Wealth, LLC where he was responsible for strategic growth and business development initiatives.

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E. Galinsky, ChFC®

E. Alan Galinsky, ChFC®

Executive Managing Director, Senior Wealth Advisor, Partner

egalinsky@SlateStonewealth.com

Alan is Executive Managing Director, Senior Wealth Advisor and Partner where he advises high-net worth clientele and executes the firm’s life guidance and client engagement strategy. Alan also oversees the operations of SlateStone’s two branch offices in Manhasset, New York and Boca Raton, Florida.

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Robert G. Pavlik, MBA

Robert G. Pavlik, MBA

Chief Investment Strategist, Senior Portfolio Manager, Partner

rpavlik@SlateStonewealth.com

Robert serves as Chief Investment Strategist, Partner for SlateStone Wealth. He is also a member of the firm’s Investment Policy Committee and serves as a Senior Portfolio Manager for the firm.

Previously, Robert was the Chief Market Strategist for Boston Private Wealth and Banyan Partners. Prior to that, Robert was Chief Investment Officer at Oaktree Asset Management. Over career spanning three decades, Robert has held senior positions in the investment services industry including Vice President of Trading for Matrix Capital and Vice President of Laidlaw Asset Management.

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Ronit Rogoszinski, CFP®

Ronit Rogoszinski, CFP®

Senior Wealth Advisor, Member

rrogoszinski@SlateStonewealth.com

Ronit is a Senior Wealth Advisor at SlateStone Wealth, LLC where she focuses on demystifying investment strategies for individuals, families and business owners. For over 22 years, Ronit has specialized in transitioning widows and widowers, pre-retirees and divorced individuals through major life changes.

Applying her skills to each client’s circumstances enables her to translate recommendations into actionable, prudent strategies that are customized to each clients’ unique situation. As a result, Ronit has become a trusted advisor to her clients, developing lifelong friendships while partnering in the management of their financial plans.

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Jason Rasmussen, CFP®

Jason Rasmussen, CFP®

Managing Director, Senior Wealth Advisor

jrasmussen@SlateStonewealth.com

With over 25 years of experience in the financial industry, Jason brings a wealth of client guidance and investment expertise to SlateStone Wealth as Managing Director and Senior Wealth Advisor. Prior to joining SlateStone, Jason founded Surety Wealth Management and Faculty Advisors in 2015 and served as President and Chief Investment Officer responsible for all investment guidance, portfolio construction and client engagement. His business experience also includes overseeing the advice and guidance provided to over 100 institutional clients at Fidelity Investments as a Regional Vice President of Retirement Consulting.

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SlateStone Wealth Completes Combination With Daniel Devine & Company

Providing financial clarity through in-depth knowledge, unbiased financial advice, and compassionate service – delivered with the highest of fiduciary standards.

Boca Raton

Boca Raton

Texas

Texas

New York

New York