SlateStone Wealth Employee Directory

SlateStone Wealth corporate office is located in 4495 Military Trl Ste 207, Jupiter, Florida, 33458, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Sales

Operations

Legal

Medical & Health

SlateStone Wealth CEO

Sherri DanielsFounder & Co-Chief Executive Officer

Phone

See Profile

Key Employees of SlateStone Wealth

DH
Dennis Harkin
Chief Operating Officer & Partner
PhoneEmail
PhoneEmail
PhoneEmail
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SlateStone Wealth Global Presence

Location	People at location
North America	11-50

Index of contact profiles from SlateStone Wealth

Hundreds of professionals searching for SlateStone Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DH
Dennis Harkin
Email Direct
Chief Operating Officer & Partner
United States , Florida , Jupiter

JR
Joshua Rudolph
Email Direct
Director, Private Client Services
United States , Florida , Jupiter

Patrick Tylander
Email Direct
Co-Founder
United States , Florida , Jupiter

MB
Michelle Bonney
Email Direct
Controller
United States , Florida , Jupiter

MM
Michael McCorkle
Email Direct
Chief Compliance Officer
United States , Florida , Jupiter

TS
Troy Sorel
Email Direct
Managing Director, Senior Wealth Advisor, Partner
United States , Florida , Jupiter

MK
Milagros Kleiner
Email Direct
Founding Partner
United States , Florida , Jupiter

SD
Sharon Daniels
Email Direct
Founder & Co-Chief Executive Officer
United States , Florida , Jupiter

DK
Denise Karp
Email Direct
Family Office Services Administrative Manager
United States , Florida , Jupiter

CD
Colin Duncan
Email Direct
Client Service Associate
United States , Florida , Jupiter

LT
Lisa Tomczak
Email Direct
Senior Client Advisor
United States , Florida , Jupiter

KP
Kimberly Pierce
Email Direct
Senior Portfolio Manager & Partner
United States , Florida , Jupiter

TG
Thomas Griffin
Email Direct
Senior Portfolio Manager
United States , Florida , Jupiter

CD
Charlie Daniels
Email Direct
Senior Wealth Advisor
United States , Florida , Jupiter

ST
Sue Tetreault
Email Direct
Client Service Associate
United States , Florida , Jupiter

JJ
Jason Joanis
Email Direct
Director, Investments & Senior Portfolio Manager & Partner
United States , Florida , Jupiter

RL
Robert Levin
Email Direct
Senior Portfolio Manager
United States , Florida , Jupiter

GM
Gianna Moretto
Email Direct
Compliance Associate
United States , Florida , Jupiter

EB
Elliott Bottoms
Email Direct
Alternative Research Analyst
United States , Florida , Jupiter

Former Employees at SlateStone Wealth

Explore people who held key positions, contributed to SlateStone Wealth's success, and advanced their careers.

David Piljic

Loans & Data Execution... at Citi

Worked as Intern

at SlateStone Wealth (2019-2019)

Direct

Christopher Shaffer

Co-Founder & Managing ... at Talara Capital Managem...

Worked as Director, Business Development

at SlateStone Wealth (2025-2025)

Direct

T. Brann

Partner at Soltis Investment Advi...

Worked as Chief Strategic Officer

at SlateStone Wealth (2017-2018)

Direct

Mask Content

Senior Advisor at Soltis Investment Advi...

Worked as Senior Wealth Advisor

at SlateStone Wealth (2017-2019)

Direct

Mask Content

Senior Vice President at CW Advisors

Worked as Managing Partner

at SlateStone Wealth (2018-2020)

Direct

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Frequently Asked Questions Regarding SlateStone Wealth Employees

How many employees does SlateStone Wealth have?

SlateStone Wealth has 11-50 employees

Who is the CEO of SlateStone Wealth?

SlateStone Wealth’s CEO is Sherri Daniels

Who are SlateStone Wealth key employees?

Some of SlateStone Wealth key employees are Dennis Harkin

Where is SlateStone Wealth located?

SlateStone Wealth’s headquarters are located at 4495 Military Trl Ste 207, Jupiter, Florida, 33458, United States

How do I contact SlateStone Wealth?

SlateStone Wealth Contact Info: Phone number: (561) 244-2504 Website: www.slatestone.com

What does SlateStone Wealth do?

SlateStone Wealth provides comprehensive wealth management solutions aimed at financial growth and independence. They focus on building enduring partnerships with clients, offering tailored asset management and life guidance to help achieve personal and financial goals. Their services are particularly geared towards high-net-worth individuals, incl... Read More

Is SlateStone Wealth a public company?

SlateStone Wealth is private company therefore does not currently have an official ticker symbol

See more information about SlateStone Wealth Employees