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

PETER P. CHEN
PETER P. CHEN

Managing Principal,
Wealth Advisor

WADE S. PERRY, AIF®
WADE S. PERRY, AIF®

Managing Principal,
Wealth Advisor

RESEARCH & TRADING

JOSEPH P. TRABA
JOSEPH P. TRABA

Chief Investment Officer

HUNTER DULIN
HUNTER DULIN

Trading & Research Associate

CLIENT ADVISORS

MORGAN T. GOUGH
MORGAN T. GOUGH

Private Client Advisor

ALVIN S. L. YAM, CFP®
ALVIN S. L. YAM, CFP®

Private Client Advisor

MONICA L. BRAUN-HENDY, JD
MONICA L. BRAUN-HENDY, JD

Private Client Advisor

CLIENT SERVICES & OPERATIONS

MELINDA CHEN
MELINDA CHEN

Client Service & Operations Supervisor

JOANNE UMAGUING
JOANNE UMAGUING

Client Service & Operations Specialist

LANA BARLEY
LANA BARLEY

Client Service Associate

GET IN TOUCH WITH US

CONTACT US