Sharon “Sherri” Daniels
Chief Executive Officer, Managing Partner
Sherri is the co- founder, Chief Executive Officer and Managing Partner of SlateStone Wealth. She also serves as a member of its Executive Committee and Investment Policy Committee. Sherri has extensive leadership experience with over 30 years in the financial services industry.
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 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 various charities chairing and serving on many committees over the years including Easter Seals and varied animal rescues.