SlateStone Wealth, LLC Employee Directory

Q: What is SlateStone Wealth, LLC known for?

SlateStone Wealth, LLC was founded in 2017. SlateStone Wealth, LLC operates in the Investment Management industry.

Q: How many employees does SlateStone Wealth, LLC have currently?

SlateStone Wealth, LLC has approximately 26 employees.

Q: Who are SlateStone Wealth, LLC's key employees and leadership?

SlateStone Wealth, LLC's key employees include: Co-Ceo: P. T., Chief Operating Officer: D. H., Chief Information Officer: C. K., Chief Investment Officer: D. P., Chief Equity Strategist: E. G..

Investment ManagementFlorida, United States11-50 Employees

SlateStone Wealth, LLC is a boutique financial life management firm dedicated to providing customized, independent wealth solutions to individuals and families in the areas of investment management, retirement and income strategies, and financial and legacy planning.

Find SlateStone Wealth, LLC employees' phone numbers or email addresses

SlateStone Wealth, LLC Global Highlights

North America
38

United States Of America
37
Canada
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

SlateStone Wealth, LLC's Leadership

D. H.
Chief Operating Officer
Mobile Phone
Email
C. K.
Chief Information Officer
Mobile Phone
Email
D. P.
Chief Investment Officer
Mobile Phone
Email
E. G.
Chief Equity Strategist
Mobile Phone
Email
S. A. D.
Founder, Co-Ceo
Mobile Phone
Email
P. T.
Co-Ceo
Mobile Phone
Email
M. C.
Partner
Mobile Phone
Email
T. S.
Managing Director, Senior Wealth Advisor, Partner
Mobile Phone
Email

Contact profiles from SlateStone Wealth, LLC

Name

Title

Contact Info

Location

Last Update

D. P.
Chief Investment Officer
Mobile Phone
Email
Nov 12, 2025
E. G.
Chief Equity Strategist
Mobile Phone
Email
United StatesNew York
Nov 07, 2025
J. M.
Director, Trading & Portfolio Advisor
Mobile Phone
Email
United StatesFlorida
Nov 07, 2025
J. R.
Director, Private Client Services
Mobile Phone
Email
United StatesFlorida
Nov 07, 2025
M. B.
Controller
Mobile Phone
Email
United StatesFlorida
Nov 07, 2025
C. H.
Director
Mobile Phone
Email
UNITED KINGDOMSurrey
Oct 31, 2023
J. H.
Director Of Wealth Planning, Senior Wealth Advisor, Principal
Mobile Phone
Email
United StatesWisconsin
Apr 14, 2025
J. R. H. C.
Director Of Wealth Planning, Senior Wealth Advisor, Principal
Mobile Phone
Email
Oct 24, 2024
M. S.
Senior Managing Director & Client Advisor
Mobile Phone
Email
United StatesWisconsin
Nov 07, 2025
D. K.
Administrative Manager Family Office Services
Mobile Phone
Email
United StatesFlorida
Nov 07, 2025

Frequently Asked Questions

What is SlateStone Wealth, LLC known for?

SlateStone Wealth, LLC was founded in 2017 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-800-773-****

. Explore SlateStone Wealth, LLC's company overview page for more information.

What is SlateStone Wealth, LLC's most common email format?

SlateStone Wealth, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SlateStone Wealth, LLC email formats with LeadIQ.

How many employees does SlateStone Wealth, LLC have currently?

SlateStone Wealth, LLC has approximately 26 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are SlateStone Wealth, LLC's key employees and leadership?

As of December 2025, SlateStone Wealth, LLC's key employees include:

Chief Operating Officer: D. H.
Chief Information Officer: C. K.
Chief Investment Officer: D. P.
Chief Equity Strategist: E. G.
Founder, Co-Ceo: S. A. D.

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