SlateStone Wealth LLC

Dennis Harkin is a financial advisor at SlateStone Wealth LLC with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining SlateStone Wealth, he worked at BP Wealth Management, LLC for five years. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, offering both discretionary portfolio management and standalone planning tailored to complex, multi-generational needs.

Charles Daniels is a financial advisor at SlateStone Wealth LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Harris Investor Services, Inc. and Suncoast Auto Transmissions, LLC. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities with personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, integrating financial planning with portfolio construction across model and customized strategies.

Kenneth Polcari is a financial advisor with SlateStone Wealth LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior experience includes roles at Yahoo Finance, where he currently hosts an investment education podcast, as well as positions at Kace Capital Advisors, Sable Capital LLC, Butcherjoseph Asset Management, and O'Neil Securities. In addition to his advisory work, he is the managing founder and owner of Kace Capital Advisors, where he provides financial, educational, consulting, and public speaking services. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities by offering personalized investment management and comprehensive wealth planning. The firm employs a fiduciary, goals-oriented approach supported by a CFA-led research team and integrates financial planning with portfolio construction, including access to alternative private investments and direct private opportunities for qualified clients.

Jacob Metro is a financial advisor at SlateStone Wealth LLC with two years of industry experience. He previously worked at Forbes Family Trust and spent nine years at Boston Private Wealth/Silicon Valley Bank. He holds a Series 65 designation. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities with personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by a CFA-led research team and integrates financial planning with portfolio construction, including access to alternative private investments for qualified clients.

Robert Levin is a financial advisor at SlateStone Wealth LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Emerald Asset Advisors, LLC. Levin has been with SlateStone Wealth since 2020. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, integrating financial planning with portfolio construction and offering access to alternative private investments for qualified clients.

Ryan Erickson is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at SlateStone Wealth LLC, where he has worked since 2021. His prior experience includes roles at BMO Harris Wealth Management and PNC Wealth Management. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, offering personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, integrating financial planning with portfolio construction and providing access to alternative private investments through a defined sourcing and due-diligence process.

Kimberly Pierce is a CFA® charterholder with 21 years of industry experience. She has worked at SlateStone Wealth LLC since 2018 and previously spent 14 years at Daniel Devine & Company. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, offering personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach that integrates financial planning with portfolio construction and provides access to alternative private investments through a defined sourcing and due-diligence process.

Michael Coady is a financial advisor at SlateStone Wealth LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Lewis James Professional, Ameris Bank, First Republic Bank, and First Citizens Bank. He is based in Jupiter, Florida. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities by providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, combining various research methods to manage discretionary and customized portfolios.

Thomas Griffin is a financial advisor at SlateStone Wealth LLC with 58 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, providing personalized investment management, comprehensive wealth planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, integrating financial planning with portfolio construction and offering access to alternative private investments for qualified clients.

Lisa Tomczak is a financial advisor at SlateStone Wealth LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities by providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, integrating financial planning with portfolio construction across a range of customized and model strategies.

Russell O’Brien is a CFP® professional with 29 years of industry experience. He currently works at SlateStone Wealth LLC and previously held roles at Morgan Stanley Private Bank and Morgan Stanley. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, integrating financial planning with portfolio construction and offering access to alternative private investments for qualified clients.

Daniel Payne is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at SlateStone Wealth LLC, where he has worked since 2023. Prior to joining SlateStone Wealth, he spent nearly a decade at Morgan Stanley in various roles within their private banking and wealth management divisions. SlateStone Wealth serves high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and corporations. The firm provides personalized investment management and comprehensive wealth planning, combining fiduciary oversight with a research-driven investment approach that includes both discretionary portfolio management and tailored consulting engagements.

Jason Joanis is a CFA® charterholder with 23 years of industry experience. He is currently with SlateStone Wealth LLC, where he has worked since 2022, following a nine-year tenure at Harris Investment Management Inc. SlateStone Wealth serves high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, and corporations. The firm provides personalized investment management and comprehensive wealth planning, employing a fiduciary, goals-oriented approach that combines macro analysis with fundamental and quantitative research.

Sharon Daniels is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various SlateStone entities since 2017, including a prior role at 3One7, LLC. Outside of advisory work, she serves as managing member of SlateStone Holdings LLC, a non-investment related holding company. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, and corporations by providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, integrating financial planning with portfolio construction and offering access to alternative private investments through a defined sourcing and due-diligence process.

Jennifer Ridley Hanson is a CFP® professional with 24 years of experience in financial advising. She is currently with SlateStone Wealth LLC, where she has worked since 2022, following nine years at BMO Wealth Management. SlateStone Wealth serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and other entities, providing personalized investment management, comprehensive wealth and financial planning, and coordinated family office and private client services. The firm employs a fiduciary, goals-oriented approach supported by an Investment Policy Committee and a CFA-led research team, offering both discretionary portfolio management and standalone planning tailored to complex, multi-generational needs.