Our Team

Proactive and Experienced with a Highly Personal Touch

Stonegate is a highly experienced team with proven expertise protecting clients’ wealth through multiple market cycles. We are best known for our “all-in” team approach with deep experience across research, trading and portfolio management.

Tony Smith

Chief Executive Officer,

Chief Investment Officer

Jay Allen, JD

Chief Wealth Strategist,

Partner

Matthew Brown, CFP®

Managing Director,

Partner

Chris Compton

Managing Director,

Partner

Jerry Duncan

Partner

Billy Richardson

Partner

Mark Sommer

Managing Director,

Partner

Kim Harless

Chief Operating Officer

Cindy Thomas

Senior Wealth Management Associate

Thomas Joy

Portfolio Manager

Harry Cowley

Chief Compliance Officer

Brian Compton, CFA

Principal

Dawn Manning

Senior Wealth Management Associate

Corrine Harless

Client Service Associate

Guiding Values

Integrity

Strive to do the right thing in all circumstances.

Trust

Earn confidence by following through on expectations.

Transparency

Be open and honest in every interaction.

Authenticity

Build real relationships through genuine care.

Client-first

Always protect the best interests of clients.