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.
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
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.
Patrick E. Tylander
In addition, he leads the company’s strategic M&A efforts of various advisor teams and independent RIAs. Patrick has 15 years of corporate finance and business management leadership and has honed his vast entrepreneurial skill set over the years. His experience in banking and investment advisory services has served to deliver significant growth and success over the years at the firms he’s been instrumental in growing.
Prior to co-founding SlateStone Wealth with Mrs. Daniels, Patrick was Chief Financial Officer of Boston Private Wealth Management following the acquisition of Banyan Partners, LLC in October 2014. While at Banyan Partners, as Chief Financial Officer, he was instrumental in the firm’s strategic growth specializing in new partner development and integration, legal engagement, and financial and technical operations. During his tenure, Banyan acquired seven independent investment advisory firms between 2008 – 2014, growing from $30 million in assets to $4.5 billion before it’s transaction with Boston Private Financial Holdings. Patrick is a graduate of the University of Florida with a degree in Business Administration and Finance. Patrick is a fourth generation native Floridian and lives with his wife and two sons in Jupiter FL. He enjoys taking frequent trips to the Bahamas, spending time with his family and friends, and enjoying every aspect of what South Florida represents.
T. Matt Brann, CFA®
Chief Strategic Officer, Partner
Prior to SlateStone Wealth, Matt was the Executive Managing Director, Business Development of Boston Private Wealth, LLC, where he was responsible for strategic growth and business development initiatives. In 2014, Boston Private acquired Banyan Partners, LLC, a Florida-based registered investment adviser where Mr. Brann led national business development efforts. Prior to Banyan Partners, Matt was Managing Director and National Sales Manager for Shamrock Asset Management based in Dallas, Texas. Matt began his career at Fidelity Investments where he worked in a variety of service, trading and business development leadership roles over a period of 10 years. Matt holds a Masters of Investment Management degree from Boston University and completed his Bachelor’s degree at Brigham Young University. He is also a CFA Charter holder and a member of the CFA Society of Dallas.
Matt spends most of his free time chauffeuring his very active family around town. Between his wife and three teenaged children – a daughter and two sons, it seems there is always an activity or event to attend. Additionally, Matt serves as the vice-chairman of the local Boy Scouts of America council, he serves in a variety of volunteer positions at his church and he and his wife volunteer as short term foster parents for high risk infants. Matt is also an amateur woodworker, a two-times ironman triathlete and once rode a bull in a rodeo.
Milagros “Millie” Kleiner, MBA
Founding Partner, 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.
Following the acquisition of Banyan Partners by Boston Private Financial Holdings, she oversaw client operations and human resources for the bank’s combined $9 billion wealth advisory firm reporting directly to Ms. Daniels. Prior to joining Banyan, Millie was responsible for the business and compliance operations of Oaktree Asset Management, an independent investment advisory firm based in New York which was acquired by Banyan Partners in 2009.
From 1987-1998, she held several management roles at JPMorgan Chase and was part of the Transition Team of the Mergers and Acquisitions Department, overseeing the integration of processes and products at individual branches during the Chase/Chemical merger. Mille holds a Master of Finance degree from St. John’s University and completed her Bachelor of Science at Adelphi University. Millie enjoys reading, gardening and time with family. Through her local church, she volunteers at various S. Florida charities.
Senior Portfolio Advisor, Chief Data Officer
Dennis is a member of SlateStone’s Executive, Investment Policy and Asset Allocation Committees. As an active member of both the Investment and Advisory teams, Dennis ensures technology is leveraged to gain efficiencies and enhance the overall client experience. Dennis has over 15 years of experience in data management, systems integrations, and portfolio accounting and performance reporting.
Dennis’ background spans time at Merrill Lynch, Fidelity Investments, Banyan Partners and Boston Private Wealth. Throughout his wealth management career, he has spent time as an advisor, consultant, and led a team of technology and operations specialists. His broad experience allows him to see challenges from all sides and his expertise in portfolio management technology helps him creatively solve them. He brings a unique perspective to SlateStone’s clients who benefit from his broad Financial Services experience and knowledge.
Dennis graduated with a Bachelor of Arts from Providence College with a concentration in Business Studies. He lives in Palm Beach Gardens with his wife and three children. Outside of the office he enjoys spending time with his family and friends and sharing his joy of cooking.
Chief Information Officer
He is responsible for overseeing all aspects of the firm’s technology functions including infrastructure and networks, cyber security, business continuity, disaster recovery, process documentation, and training and support across the enterprise.
With a career spanning 25 years, Christopher’s experience helps drive innovation and digital transformation that streamlines operational and technology efficiencies. Prior to joining SlateStone, Christopher was the Director of Information Technology at Boston Private Wealth from 2014 to 2016 and at Banyan Partners from 2011 to 2014.
Christopher holds a Bachelor’s degree in Business Administration with a specialization in Database Systems Development and Management Information Systems from West Virginia University. He resides in south Florida with his wife and two sons. He is active in the Boy Scouts of America serving as the Scoutmaster for his local Boy Scout troop and enjoys spending time with his family, camping, hunting, and fishing.
Senior Market Strategist/Consultant
Kenny is also a regular contributor and Market Analyst on CNBC and you can find him featured across their programming schedule.
Early in his career, he built the U.S. equities business at the largest interdealer broker, ICAP, and was among the first traders to go direct to institutional money managers, executing on the opportunities market evolution created, and bringing greater transparency and accessibility to the customer. Before that, Kenny ran the Salomon Brothers New York Stock Exchange (NYSE) division during the nineties bull market and was a part of the team that launched the first electronic order delivery system in the industry.Kenny began his career on the floor of the NYSE in 1985. He served as a member of the exchange for nearly forty years and as a NYSE Governor for more than a decade, representing the interests of institutional asset managers in the global equities markets. Kenny is a passionate speaker with an infectious interest in the markets. He educates investors, market professionals, and business students about the evolution of the modern markets. As a voice on the markets, he first started working with the news media after 9/11, at the request of the NYSE, and became a regular contributor during the financial crisis, developing a reputation for being an advocate for Main Street and the investing public.
Kenny serves on the Board of Directors of the National Organization of Investment Professionals (NOIP), and the Headstrong Project, a nonprofit providing free, world-class treatment to veterans coping with the psychological wounds of war. He has a BSBA in Finance from the Boston University School of Management. Kenny met his wife, Evelyn, on the trading floor in 1983, when she was the first female Latina to become a member of the NYSE, they reside in Palm Beach, FL and have two daughters.
Daniel E. Devine, CFA®
Senior Portfolio Manager, Partner
Dan is also a member of the firm’s Investment Policy Committee where’s his four decades of working with an international clientele who face differing tax regimes and therefore unique portfolio structures is invaluable.
Dan began his investment management career in 1974 first as a trader for a trust bank in Wilmington, Delaware and then as a securities analyst and portfolio manager with a couple of life insurance companies and a bank in Philadelphia. During this period, he earned the prestigious Chartered Financial Analyst®(CFA) designation along with a law degree in 1981 and admission to the Pennsylvania and Federal Bar (currently inactive). In the mid-eighties, he joined a start-up US investment management unit of a very old Dutch merchant bank. When that business was sold in the mid-nineties, Dan transferred within the bank to a start-up a new investment management unit for MeesPierson (Bahamas) Limited, a trust bank in Nassau, Bahamas. In 2004, Dan and Kimberly Pierce started their own investment management firm in South Florida, Daniel Devine & Company, a registered Investment Adviser catering to a limited number of high net worth families.
Dan and Kimberly’s shared commitment to a high fiduciary standard for their clients eventually led them to SlateStone Wealth where they could provide continuity in managing their client’s wealth for the current generation and their heirs. After spending several years in discussions with a few potential merger partners, Daniel Devine & Company joined SlateStone Wealth in August 2018. As Dan explained, “for its rare combination of a collegial focus on investment research and custom portfolio management, advanced multi-currency back office systems and a next generation of experienced portfolio managers that are ready, willing and able to provide back-up if the need arises.” Dan and Kimberly serve their international clientele from the firm’s Jupiter headquarters and by appointment from its regional office in Boca Raton.
Dan earned a BS in Finance from Pennsylvania State University in 1973 and his Juris Doctor from Delaware Law School in 1981.
Dan is a workaholic and enjoys reading investment research reports and fiction in his down time. Dan and his wife Suzanne have been married for 34 years and have two grown children.
David Bottoms, JD
Managing Director, Senior Portfolio Manager, Partner
Prior to joining SlateStone Wealth, David was Executive Managing Director, Senior Portfolio Manager for BP Wealth Management. Previously David founded OakTree Asset Management in 1996 and was its President until merging his firm into Banyan Partners in 2009 as a Managing Director. David’s extensive personal and professional experience has supported families and their unique needs over decades. He specializes in growth strategies through in-depth analysis and research, anticipating market trends in order to provide innovative solutions that meet the need of our clients.
David graduated from the College of William & Mary and earned his Juris Doctorate from University of Virginia School of Law in 1964. David was also a member of the Executive Board of the Virginia Law Review.
David is passionate about serving his clients and community. He is a member of the Board of Directors of the Jerusalem Foundation and serves on its Executive Committee. He is also a member of the Board of Directors of Barge Music of New York. He performs his own piano compositions every September 11 at the Barge Music in honor and memory of the lives lost on September 11, 2001. David is active in the Performing Arts Center of Auburn University and is a Patron of that institution. He is also a member of the Board of Directors of the Sam Spiegel Foundation.
Kimberly L. Pierce, CFA®
Senior Portfolio Manager, Partner
Prior to joining SlateStone Wealth, Kimberly was Vice President and Director of Daniel Devine & Company, a firm she co-founded with Dan Devine in 2004. The Registered Investment Advisory firm provided individualized investment management services and advice to high-net worth families based in the US and internationally. Before beginning their own firm, Kimberly worked with Dan at MeesPierson (Bahamas) Limited, a private trust bank located in Nassau, Bahamas. Her ten years of work there contributed to her depth of knowledge in securities analysis, as well as international trust and banking.
Kimberly and Dan joined SlateStone Wealth in August 2018, as partners, where they will continue to provide for the long-term continuity and custom management of their clients’ wealth and her investment skills will be of benefit to all clients. Kimberly’s consultative approach aligns with the firm’s team of professionals who provide long-term generational advice on a day-to-day basis.
Kimberly earned the Chartered Financial Analyst (CFA) designation in 2001. She received her Master’s degree from the University of Rhode Island in 1987 and her Bachelor’s degree from Boston College in 1983. She and her husband have three grown sons and she enjoys international travel, working in her gardens and reading historical fiction.
Mark Sprenger, JD, MBA
Managing Director, Senior Wealth Advisor
to enhance their wealth and lifestyle and to provide effective estate planning and wealth transfer strategies that achieve personal goals and aspirations.
He most recently served as Director, Senior Wealth Advisor at Boston Private Wealth from 2014 through 2018. Before that, he served as Manager of Wealth Management Services for Holt-Smith Advisors from 2007 – 2013 and honed his 36+ year career in trust divisions of large banks including US Bank and Marshall & Ilsley Trust Company (now BMO Harris Bank).
Mark received his Juris Doctor from the University of Wisconsin Law School and his MBA from the University of Wisconsin-Madison.
As an active member in his local community, Mark has served as a member of the Board of Trustees of the Milwaukee Community Foundation, as a member of the Vestry of St. Andrews Episcopal Church, and as Chair of the Planned Giving Committee of the Children’s Hospital of Wisconsin Foundation.
Charles J. Daniels, Jr
Senior Wealth Advisor
His business background includes founding, managing and selling small businesses across industries including heating oil, credit lending, and franchising. His professional experience was honed from his years as a registered Financial Advisor and wealth planner at UBS Financial and BMO Harris Private Bank.
Creating thoughtful, customized and adaptable wealth and investment plans for small business owners, executives and wealthy families requires a keen insight and long-standing relationships built over time. With a proven track record of success and first-hand experience, Charlie recognizes both the unique challenges and opportunities that building a private business in today’s competitive climate represent. Whether it’s coordinating legal, tax, and accounting professionals or simply providing sound judgement to a complex situation, he does so with skill and determination.
Charlie holds a Bachelor’s in Business Management from Jacksonville University. He works with clients across the state from SlateStone’s Jupiter, Weston and Boca Raton offices. He resides in Palm Beach Gardens, FL with his wife, Sherri, SlateStone’s Co-Founder, and their two children and two dogs.
Ronit Rogoszinski, CFP®
Senior Wealth Advisor, Partner
divorcee’s 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.
Ronit holds a Bachelor of Arts degree in Economics from Queens College and is a CERTIFIED FINANCIAL PLANNER ™ certificant. The combination of formal education with life long experience, has led to a holistic all-encompassing approach for her clients and the creation of the firm’s women focused brand, Women in Wealth Solutions. Individuals and families with inheritance, legal settlements or sale of businesses who seek to become educated and confident in working with their financial advisor, look to Ronit for guidance in gaining financial knowledge, budget and cash flow management, portfolio and retirement solutions, as well as working with other outside professionals to best serve the client with guidance towards legal and tax solutions.
Ronit’s calm, personal and relaxed nature helps put her clients at ease while remaining focused on the mission at hand, which is to help her clients realize their financial goals.
Ronit is the proud mother of four grown children and the wife of her college crush. She is an avid fitness junky enjoying lifting weights; forever trying to improve her endurance while staying flexible through yoga and boot camp-like workouts. Ronit travels frequently to visit her extended family and friends in Israel as well as squeezing in a stopover at different countries to enjoy the culture and natural beauty of Europe. She is still in touch with her childhood friends from Zimbabwe where she lived for several years and hopes to revisit soon.
Jason Rasmussen, CFP®
Managing Director & Senior Wealth Advisor, Partner
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.
Jason received his degree in Finance from Utah State University and is also licensed as a CERTIFIED FINANCIAL PLANNER ™ certificant.
As a father of four, Jason is devoted to his family and his children. He currently volunteers his time as a Scoutmaster with the Boy Scouts of America, while also serving as an assistant coach to his daughter’s softball team. In addition, he serves in the Titan Dad program at his youngest daughter’s middle school. Most recently, he served as a board member for the Southlake Girls Softball Association, and a booster club member for the track/cross country team and Band at Byron Nelson High School. In his free time, he enjoys cycling, fly fishing, and golfing.
Glenn W. Koehl, CFP®
Senior Wealth Advisor
high net worth individuals and professionals.
Early in his career, he served as a retirement counselor with Fidelity Investments where he assisted clients with portfolio design, wealth management, retirement planning, and income analysis. While at Fidelity, Glenn also led a team of consultants working on investment strategy and design, customer service, and retirement plan design for several large universities.
Glenn has a bachelor’s degree in accounting from The University of Texas at Arlington and is a CERTIFIED FINANCIAL PLANNER ™ certificant. In addition, he holds designations as a Chartered Mutual Fund Counselor, Accredited Asset Management Specialist, and Chartered Retirement Planning Consultant.
Glenn enjoys spending time with his three children, serving as the team manager for their youth soccer and basketball teams. He is a PTSA member at their high school and middle school, and a booster club member for the high school band, choir and soccer team. He also currently serves as the treasurer for his neighborhood association.
Troy C. Sorel, MBA
Senior Financial Advisor
Troy earned a Bachelor’s of Science in Real Estate from Florida State University College of Business. He also achieved a Master’s of Business Administration with a concentration in Finance from Florida State University in 2008.
Troy is a native South Floridian and is active in various charity causes in South Florida and is currently a board member for the Jewish Federation of Broward County and Children’s Harbor. Troy is also extremely involved and active with Florida Children’s First. He enjoys playing sports, traveling, and spending quality time with his family and friends.
Senior Portfolio Manager
Previous to joining SlateStone, he was with Emerald Asset Advisors from 2014 to 2019 managing client portfolios and providing investment advice. After starting his finance career in 1979 at a large property/casualty insurer, he then worked at Legg Mason, which was followed by serving at Asset Strategy Consultants as an investment consultant for institutions and high net worth individuals from 2000 to 2014.
Robert earned his degree in Business Administration from the University of Maryland. He has held various investment and insurance certifications over his career. Robert enjoys travelling, biking and spending time with family.
Investment Research Analyst
He provides the firm with deep-dive equity, macro, and market positioning analysis. His work includes evaluating investment opportunities and manager due diligence on stocks, mutual funds and exchange traded funds as well as on direct investments including real estate, private equity, and hedge funds in coordination with outside research resources.
Prior to joining SlateStone Wealth, Elliott worked as a trader and analyst at Market Swings, a boutique online trading group where he regularly published equity and market analysis.
Elliott loves to read and is passionate about philosophy, history, and aesthetics. He earned a BA from The New School for Performing arts and resides in NYC and Connecticut.
Her deep knowledge of budgeting, reporting and cash management procedures comes from a background of experience in varied industries. Previous positions in public accounting firms from 1993 through 2010, provided her with additional skills in a variety of sectors including construction, medical and professional services. Beginning with bookkeeping and tax prep, then moving to outsourced services, provided a perfect base of understanding in corporate finance, management and leadership which are invaluable to the firm and its employees.
Prior to joining SlateStone Wealth, Michelle held the position of Controller at Banyan Partners, LLC and continued in that role after the firm’s acquisition in 2014 by Boston Private Wealth, LLC. Michelle and is also a member of the Society of Human Resource Management.
Michelle enjoys spending time with her family and friends. Cruising and gardening are favorite activities, along with a new hobby of furniture painting.
Operations & Compliance Manager
She also facilitates the complex process of onboarding client investment alternatives and direct investments. In addition, Denise supports all administrative and compliance functions in support of our clients and works closely with the firm’s management to ensure the safety and security of our client’s personal information and the integrity of our systems and records.
Before joining SlateStone, she held the same role with Emerald Asset Advisors from 2008 to 2019 and has held similar roles with other financial services and legal firms over two decades.
Denise graduated with a Bachelor of Arts in English from New York University. Outside of the office, she is a state-wide autism advocate with her listserv Denise’s List and enjoys spending time with family, long walks with Bella the pit-bull, movies, social media and playing Words with Friends.
Director of Trading
Suzie also coordinates with compliance and operations personnel and the firm’s custodians to improve order entry, execution and settlement among other responsibilities. Prior to joining SlateStone, Suzie held a similar role with Emerald Asset Advisors from 2004 to 2019.
Suzie started in the financial services industry in 1989 and has held various trading/operational roles at major financial institutions including Barnett Bank, Prudential Securities and Smith Barney. She earned an Associate’s Degree from St. Augustine Community College and in her spare time enjoys cycling, walking on the beach and spending time with her granddaughter.
Client Service Associate & Office Administrator
In addition, Cathi performs general office management and administrative duties in our
Madison, WI regional office.
Cathi has an Associate’s in Business Management augmented by 20 years of experience in office
administration and client services.
Cathi enjoys gardening, fishing, reading among other interests and especially time spent with her young grandson.
and business partners.
Dolores graduated cum laude from Barry University, and speaks Spanish and Portuguese. As an integral member of our client team, Dolores’ natural ability to deliver a special touch of warmth in a caring manner, makes all the difference.
Dolores enjoys reading, gardening, writing and spending time with her daughters. She focuses her volunteer efforts on 4Kids, a local mission for “at risk” and foster children.
In addition, Lauren provides support to SlateStone’s wealth advisors and clients; assisting with new client onboarding, cashiering, and account maintenance. She brings a breadth and depth of experience having worked as an Institutional Trader at Jones Trading and servicing high net worth individuals, families and businesses as a Registered Client Associate at Merrill Lynch and Wells Fargo Advisors.
Lauren lives in Palm Beach Gardens with her husband, Dennis, and their 3 children. Having grown up in Toronto, Canada she is an avid hockey fan and enjoys spending time in the ice rink watching her kids play youth hockey. She also volunteers at her children’s school and loves reading.