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SlateStone Wealth, LLC jobs and careers

United States

About SlateStone Wealth, LLC

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.

Founded in 2017 by Milagros “Millie” Kleiner, Patrick Tylander and Sherri A. Daniels.

Founded
2017
Employees
11 to 50
Headquarters
United States

Leadership

The top of SlateStone Wealth, LLC's org chart, with how many people report into each leader.

REPhoto of Ryan D. Erickson

Ryan D. Erickson

Managing Director, Senior Portfolio Manager, Partner

Jobs at SlateStone Wealth, LLC

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