Stonemark Wealth Management Management Team
Contact top employees from
Stonemark Wealth Management
Summary
Stonemark Wealth Management offers Estate & Financial Planning, Investment Management, Insurance Services, and Retirement Plan Consulting.
Using your goals as a guide, we craft the best s...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Estate and Financial Planning, Investment Management, Insurance Services, Retirement Plan Consulting
Founded
2011
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Stonemark Wealth Management shows a diverse range of experience levels:
6% have been with the company for less than 1 year18% for 1–2 years12% for 3–4 years18% for 5–7 years18% for 8–10 years29% have over 11 years of service at Stonemark Wealth ManagementEx-employees positions
In Company
In New Company
Contact top employees from
Stonemark Wealth Management
Terry Lamn
VP - Sr. Private Wealth Advisor
Grover McCarthy
Private Wealth Advisor
Peter Chen
Founder and Managing Principal
Manuel Aguilera
Senior Portfolio Strategist
Alexandra McCarthy
Client Service & Operations Supervisor
Morgan Gough
Financial Advisor
Michael van Lieshout
Investment Advisor
Kylee Gregory
Financial Analyst Internship
