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
Chief Executive Officer, 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
Chief Executive Officer, Managing Partner

Patrick E. Tylander
President, Chief Financial Officer, Managing Partner

David J. Costigan, CFP®
Chief Operating Officer, Partner

T. Matt Brann, CFA®
Chief Strategic Officer, Partner

Milagros “Millie” Kleiner
Chief Compliance Officer, Partner

E. “Alan” Galinsky, ChFC®
Executive Managing Director, Senior Wealth Advisor, Partner

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

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

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

Ronit Rogoszinski, CFP®
Senior Wealth Advisor, Partner

Jason Rasmussen, CFP®
Managing Director & Senior Wealth Advisor, Partner

Glenn W. Koehl, CFP®
Senior Wealth Advisor

Nicole G. Carlon
Financial Advisor

Michelle Bonney
Controller

Elizabeth Bermudez
Director of Administration and Client Services

Nancy Galinsky
Client Service Specialist

Barbara Kramer
Client Service Specialist

Dolores Moss
Client Concierge

Let’s Talk

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