Our People

Founding Principals

William Stanley

MSFS
President

James Laman

J.D., LL.M
Vice President & General Counsel

David Eaton

ChFC®, CLU®
Vice President

Executive Leadership

Bradford Stanley

CFA
Chief Investment and Chief Technology Officer

Stephen Taylor

J.D., LL.M.
Senior Counsel & Head of Tax Planning

Portfolio Management

Wei Huang

PhD, MBA, CFA
Senior Portfolio Manager

Gary Soura

MBA, CFA
Senior Portfolio Manager

Stephen Olivere

CFA
Senior Portfolio Manager

Robert McGill

CFA
Senior Portfolio Manager

David Gong

J.D., MBA
Portfolio Manager

Matthew Mondimore

Investment Operations Analyst

Legal & Estate Counsel

Steven Abel

J.D., LL.M.
Senior Tax Counsel

Alexander Bonder

J.D., LL.M.
Tax Counsel

J. Michael Shea

J.D., Ph.D.
Tax Counsel

Alexandra Thompson

Senior Paralegal & Estate Planning Coordinator

Private Wealth Advisory

Michael Allen

CFP®
Managing Director, Wealth Planning

Brent Meyer

Senior Private Wealth Advisor

Kristen Bechtel

Director of Marketing & Client Strategy

Kevin Seits

Private Wealth Advisor

Erik Schneiman

Private Wealth Advisor

Trust & Insurance

Natalie Wildemore

Vice President, Operations

Michelle Koran

Operations Manager

Natalie Randazzo

Client Relationship Manager & Business Development Associate

Anastasia Hughes

Client Service Associate