Profiel
Ms. Sharon A.
Daniels is a Founder & Co-Chief Executive Officer at Slatestone Wealth LLC.
She has extensive leadership experience with over 30 years in the financial services industry.
Prior to co-founding SlateStone Wealth, Ms. Daniels served as Chief Operating Officer at Boston Private Wealth Management which acquired Banyan Partners LLC in late 2014, forming a multi-billion dollar wealth management entity with nationwide reach.
From 2011 – 2014 she was instrumental in the growth of Banyan Partners, as Chief Operating Officer and Partner helping drive significant growth in assets under management and building a national brand recognition.
She was responsible for partner integration and strategic initiatives as well as oversight of operations, client engagement, marketing and compliance.
Prior to Banyan Partners, she served as President of Weiss Capital Management, a Florida-based independent investment adviser, before it was acquired by Banyan in January 2011.
Over the period of 1990 – 2011, she also served as President of Weiss Capital Securities, a FINRA registered broker-dealer and The Weiss Funds, an investment company, as well as holding various roles with increasing responsibility, including Executive Vice President of The Weiss Group.
Ms. Daniels received her BA from Southwest Texas State University (currently Texas State University).
She has served as Chairperson on various charities, also serving on many committees over the years, including Easter Seals and various animal rescues.
Actieve functies van Sherri Daniels
| Bedrijven | Functie | Begin |
|---|---|---|
Slatestone Wealth LLC
 Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Algemeen Directeur | 01-01-2017 |
Eerdere bekende functies van Sherri Daniels
| Bedrijven | Functie | Einde |
|---|---|---|
Weiss Capital Management, Inc.
 Weiss Capital Management, Inc. Investment ManagersFinance Founded in 1983, Weiss Capital Management, Inc., formerly known as Weiss Money Management, is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a subsidiary of Weiss Group LLC. Weiss Capital management manages assets for individuals, pension plans, trust accounts, institutional accounts, charitable organizations, foundations and investment companies. They also manage the Weiss Fund, an open-end mutual fund. | President | 31-12-2010 |
Weiss Capital Management, Inc.
Weiss Capital Management, Inc. Investment ManagersFinance Founded in 1983, Weiss Capital Management, Inc., formerly known as Weiss Money Management, is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a subsidiary of Weiss Group LLC. Weiss Capital management manages assets for individuals, pension plans, trust accounts, institutional accounts, charitable organizations, foundations and investment companies. They also manage the Weiss Fund, an open-end mutual fund. | Portefeuillebeheerder-Aandelen | 31-12-1998 |
| Shearson Lehman Hutton, Inc. | Corporate Officer/Principal | - |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Sherri Daniels
| Southwest Texas State University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Weiss Capital Management, Inc.
Weiss Capital Management, Inc. Investment ManagersFinance Founded in 1983, Weiss Capital Management, Inc., formerly known as Weiss Money Management, is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a subsidiary of Weiss Group LLC. Weiss Capital management manages assets for individuals, pension plans, trust accounts, institutional accounts, charitable organizations, foundations and investment companies. They also manage the Weiss Fund, an open-end mutual fund. | Finance |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
| Shearson Lehman Hutton, Inc. | Finance |
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Finance |
