Sherri DanielsUncategorized
First Quarter 2021 “Navigating a Path Forward” Live Event Replay
Host: Sherri Daniels, Co-Founder, Co-CEO, Managing Partner – SlateStone Wealth, LLC
Moderator: Kenny Polcari, Chief Market Strategist, Consultant – SlateStone Wealth, LLC
Guest Speaker: Liz Ann Sonders, Chief Investment Strategist – Charles Schwab & Co., Inc.
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.
Dan serves as Chief Investment Officer at SlateStone Wealth, and is responsible for setting the overall investment strategy for the firm. Beginning his investment career as a financial analyst in the early 1990’s, Dan has three decades of experience in the asset management industry. Throughout his career, he has excelled in various areas, including financial analysis and research, institutional mutual fund management, and portfolio management for high-net-worth individuals and institutions.
Kenny joined SlateStone Wealth in October 2019 as a Consultant and Chief Market Strategist. With over thirty years of executive management experience and over twenty years of leadership in industry advocacy, he is a well-known personality in the financial services business. Kenny is also a regular contributor on Fox Business Network and you can find him featured across their programming schedule.
Michael J. Coady serves as Chief Strategy & Growth Officer, delivering concierge-level service to ensure our clients’ success. With his background as a former Senior Vice President in the private, commercial, and business banking sectors, Michael has been instrumental in devising strategies and implementing customer-centric practices that have earned the trust of community business leaders who rely on his expertise. His priority focus is on driving enterprise growth.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Providing financial clarity through in-depth knowledge, unbiased financial advice, and compassionate service – delivered with the highest of fiduciary standards.