Our People

Founding Principals

William Stanley

MSFS
President

James Laman

J.D., LL.M
Vice President

David Eaton

ChFC®, CLU®
Vice President

Portfolio Management

Bradford Stanley

CFA
Chief Investment Officer

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

Financial & Legal Advisors

Stephen Taylor

J.D., LL.M.
Tax Attorney

Steven Abel

J.D., LL.M.
Tax Attorney

Alexander Bonder

J.D., LL.M.
Tax ttorney

J. Michael Shea

J.D., Ph.D.
Attorney

Alexandra Thompson

Senior Legal Assistant

Michael Allen

CFP®
Senior Wealth Strategist

Brent Meyer

Wealth Advisor

Kristen Bechtel

Marketing Specialist

Erik Schneiman

Marketing Associate

Kevin Seits

Marketing Associate

Trust & Insurance

Natalie Wildemore

Director of Operations

Michelle Koran

Office Manager

Natalie Randazzo

Life Insurance Administrator