Our Firm
Reimagining the Client Experience


The SlateStone Advantage
Our approach is to focus on your success

The cornerstone of sound financial advice begins with a broad understanding of your objectives. Our clients are wealthy individuals and families who want to partner with an independent advisor who takes the time to truly understand their goals and aspirations.

That’s why we start by learning about what is most important to you, your needs and investment objectives. Then, we put these insights into action by crafting an actionable wealth plan and customized investment solutions designed to keep you on a path of success.

We measure success by the peace of mind our clients achieve in the process. The key for achieving it is straightforward – focus on our client’s agenda, not anyone else’s. This, is what sets us apart.

Our partnership with you is comprehensive; we offer creative solutions based upon thorough understanding, detailed analysis and consistent follow through.

Sherri Daniels
Co-Founder, Managing Partner

Partnering for Your Success

When we partner with you, we do so with a long-term perspective. We strive to earn your trust and confidence and exceed your expectations and those of your spouse, children and grandchildren. In this way, we can help ensure you accomplish your life goals and that your legacy can carry on for generations to come.

Sharon “Sherri” Daniels
Co-Founder, Managing Partner

Patrick E. Tylander
Co-Founder, Managing Partner

Milagros “Millie” Kleiner, MBA
Chief Compliance Officer, Partner

Dennis Harkin
Senior Portfolio Advisor, Chief Data Officer

Christopher Kolb
Chief Information Officer

Robert G. Pavlik, MBA
Chief Investment Strategist, Senior Portfolio Manager

Kenny Polcari
Senior Market Strategist/Consultant

Daniel E. Devine, CFA®
Senior Portfolio Manager, Partner

David Bottoms, JD
Managing Director, Senior Portfolio Manager, Partner

Kimberly L. Pierce, CFA®
Senior Portfolio Manager, Partner

Mark Sprenger, JD, MBA
Managing Director, Senior Wealth Advisor

Troy C. Sorel, MBA
Client Advisor

Robert Levin
Senior Portfolio Manager

Michelle Bonney

Denise Karp
Operations & Compliance Manager

Elizabeth Bermudez
Director of Administration and Client Services

Suzie Dean
Director of Trading

Cathi Olson
Client Service Associate & Office Administrator

Dolores Moss
Client Concierge

Lauren Harkin
Executive Administrator

Let’s Talk

Contact us for a Complimentary Portfolio Review

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