MEET THE TEAM
WHO WE ARE
Having an advisor you trust is paramount in your experience with Stonemark. The more you know about us, the more you can be comforted by the fact that we are real people here for you. You can be confident knowing that you have a transparent, talented and understanding team to support you.
Knowing our foundation helps to solidify yours.
EXECUTIVE TEAM
Managing Principal,
Wealth Advisor
Managing Principal,
Wealth Advisor
RESEARCH & TRADING
Chief Investment Officer
Portfolio Analyst
Trading & Research Associate
CLIENT ADVISORS
Private Client Advisor
Private Client Advisor
CLIENT SERVICE & OPERATIONS
Client Service & Operations Supervisor
Client Service & Operations Specialist
Client Service Associate
Office Administrator