Matt is also an amateur woodworker, a two-times ironman triathlete and once rode a bull in a rodeo. Additionally, Matt serves as the vice-chairman of the local Boy Scouts of America council, he serves in a variety of volunteer positions at his church and he and his wife volunteer as short term foster parents for high risk infants. Between his wife and three teenaged children – a daughter and two sons, it seems there is always an activity or event to attend.
#Slate stone free#
Matt spends most of his free time chauffeuring his very active family around town. He is also a CFA Charter holder and a member of the CFA Society of Dallas. Matt holds a Masters of Investment Management degree from Boston University and completed his Bachelor’s degree at Brigham Young University. Matt began his career at Fidelity Investments where he worked in a variety of service, trading and business development leadership roles over a period of 10 years. Prior to Banyan Partners, Matt was Managing Director and National Sales Manager for Shamrock Asset Management based in Dallas, Texas. Brann led national business development efforts. In 2014, Boston Private acquired Banyan Partners, LLC, a Florida-based registered investment adviser where Mr. Prior to SlateStone Wealth, Matt was the Executive Managing Director, Business Development of Boston Private Wealth, LLC, where he was responsible for strategic growth and business development initiatives.
He enjoys taking frequent trips to the Bahamas, spending time with his family and friends, and enjoying every aspect of what South Florida represents. Patrick is a fourth generation native Floridian and lives with his wife and two sons in Jupiter FL. Patrick is a graduate of the University of Florida with a degree in Business Administration and Finance. During his tenure, Banyan acquired seven independent investment advisory firms between 2008 – 2014, growing from $30 million in assets to $4.5 billion before it’s transaction with Boston Private Financial Holdings. While at Banyan Partners, as Chief Financial Officer, he was instrumental in the firm’s strategic growth specializing in new partner development and integration, legal engagement, and financial and technical operations. Daniels, Patrick was Chief Financial Officer of Boston Private Wealth Management following the acquisition of Banyan Partners, LLC in October 2014. Prior to co-founding SlateStone Wealth with Mrs. His experience in banking and investment advisory services has served to deliver significant growth and success over the years at the firms he’s been instrumental in growing.
Patrick has 15 years of corporate finance and business management leadership and has honed his vast entrepreneurial skill set over the years. In addition, he leads the company’s strategic M&A efforts of various advisor teams and independent RIAs. She has served as Chairperson on various charities, also serving on many committees over the years, including Easter Seals and various animal rescues.
#Slate stone plus#
She enjoys long walks with her dogs, reading, cruising to the Bahamas and travel, plus gourmet cooking and entertaining her family and friends.
She lives with her husband, daughter, and son plus their golden retriever, Sailor, and her rescue, a miniature pinscher named Kai. Sherri received her BA from Southwest Texas State University (currently Texas State University). 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. Prior to Banyan Partners, Sherri served as President of Weiss Capital Management, a Florida-based independent investment adviser, before it was acquired by Banyan in January 2011. She was responsible for partner integration and strategic initiatives as well as oversight of operations, client engagement, marketing and compliance.
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. Prior to co-founding SlateStone Wealth, she 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. Portfolio management and investment strategy, compliance, relationship management, and business development and marketing.
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