SlateStone Wealth LLC

Dennis Harkin is a financial advisor at SlateStone Wealth LLC in Jupiter, FL, holding Series 63, Series 65, and Series 66 licenses with seven years of industry experience. He worked at Merrill from 2005 to 2006 and Bp Wealth Management, LLC from 2014 to 2019 before joining SlateStone Wealth in 2019. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis, supported by internally developed equity strategies, model portfolios, and third-party managers.

Charles Daniels Jr. is a financial advisor at SlateStone Wealth LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at BMO Harris Financial Advisors, Inc., UBS Financial Services, and Suncoast Auto Transmissions, LLC. Daniels has been with SlateStone Wealth since 2020. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset wealth management approach supported by fundamental, quantitative, technical, and cyclical analysis, with access to customized portfolios and alternative private investments.

Kenneth Polcari is a financial advisor at SlateStone Wealth LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Yahoo Finance and Kace Capital Advisors, where he serves as Managing Founder and owner. Polcari hosts a podcast on Yahoo Finance focused on investment education. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including families, trusts, and business entities. The firm offers multi-asset wealth management with strategies developed through a combination of fundamental, quantitative, technical, and cyclical analysis.

Jacob Metro is a financial advisor at SlateStone Wealth LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Forbes Family Trust and Boston Private Wealth/Silicon Valley Bank. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach that incorporates fundamental, quantitative, technical, and cyclical analysis overseen by an Investment Policy Committee.

Robert Levin is a financial advisor at SlateStone Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SlateStone Wealth since 2020, following five years at Emerald Asset Advisors and a prior role at SlateStone Private Client. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed and third-party strategies.

Ryan Erickson is a CFA® charterholder with 25 years of industry experience. He has worked at SlateStone Wealth LLC since 2021 and previously held positions at BMO Harris Wealth Management and PNC Wealth Management. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis through internally developed equity strategies, model portfolios, and third-party managers.

Kimberly Pierce is a CFA® charterholder with 21 years of industry experience. She has been with SlateStone Wealth LLC since 2018 and previously worked at Daniel Devine & Company from 2004 to 2018. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis across internally developed equity strategies and third-party managers.

Michael Coady is a financial advisor at SlateStone Wealth LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Ameris Bank, First Republic Bank, First Citizens Bank, and Lewis James Professional. SlateStone Wealth provides investment management and comprehensive financial planning services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset approach combining fundamental, quantitative, technical, and cyclical analysis, offering customized portfolios and access to alternative private investments.

Lisa Tomczak is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, foundations, and business entities. The firm’s investment process includes fundamental, quantitative, technical, and cyclical analysis applied through internally developed equity strategies, model portfolios, and third-party managers.

Russell O’Brien is a CFP® professional with 30 years of industry experience. He is currently with SlateStone Wealth LLC and has previous experience at Morgan Stanley Private Bank and Morgan Stanley, where he worked for a combined 17 years. SlateStone Wealth provides investment management and financial planning services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset approach that integrates fundamental, quantitative, technical, and cyclical analysis and offers access to alternative private investments for eligible investors.

Daniel Payne is a CFA® charterholder with 23 years of industry experience. He is currently a member of the team at SlateStone Wealth LLC, where he has worked since 2023. Prior to joining SlateStone Wealth, Payne spent several years at Morgan Stanley in various capacities, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset approach that integrates fundamental, quantitative, technical, and cyclical analysis overseen by an Investment Policy Committee.

Jason Joanis is a CFA® charterholder with 24 years of industry experience. He is a financial advisor at SlateStone Wealth LLC, where he has worked since 2022. Prior to that, he spent nine years at Harris Investment Management Inc. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm’s investment process integrates fundamental, quantitative, technical, and cyclical analysis across internally developed equity strategies, model portfolios, and third-party managers.

Sharon Daniels is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with SlateStone in various roles since 2017. Outside of advisory work, she serves as Managing Member of SlateStone Holdings LLC, a non-investment related holding company associated with the firm. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset approach combining fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and internally developed equity strategies.

Jennifer Ridley Hanson is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. She has worked at SlateStone Wealth LLC since 2022 and previously spent nine years at BMO Wealth Management. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach combining fundamental, quantitative, technical, and cyclical analysis, with services including strategic asset allocation, customized portfolios, Private Client and Family Office offerings, and access to alternative private investments.

Troy Sorel is a financial advisor at SlateStone Wealth LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at SlateStone Wealth since 2020, following prior roles at SlateStone Private Client, Emerald Asset Advisors, LLC, and The Sorel Financial Group. He holds a Life, Health & Variable Annuities license but spends minimal time on related activities. SlateStone Wealth provides discretionary and non-discretionary investment management and financial planning services to high-net-worth and ultra-high-net-worth individuals and entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis supported by an Investment Policy Committee.