Kimberly Lynne Pierce
Investment Committee Member at Slatestone Wealth LLC
Kimberly Lynne Pierce active positions
| Companies | Position | Start | End |
|---|---|---|---|
Slatestone Wealth LLC
 Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Investment Committee Member | 2018-07-31 | - |
| Portfolio Manager-Equities | 2018-07-31 | - |
Career history of Kimberly Lynne Pierce
Former positions of Kimberly Lynne Pierce
| Companies | Position | Start | End |
|---|---|---|---|
DDCO Holding, Inc.
 DDCO Holding, Inc. Investment ManagersFinance DDCO Holding, Inc. is an investment advisory firm headquartered in Delray Beach, Florida. The firm was founded as Daniel Devine & Co. in 2004 and is a subsidiary of Slatestone Wealth LLC, which is owned by Jeta Grove Partners LLC. DDCO Holding manages investment portfolios for individuals, individual IRA accounts, trusts, endowments and corporate entities. | Portfolio Manager-Equities | 2004-06-02 | 2018-07-31 |
New Providence Asset Management Ltd.
 New Providence Asset Management Ltd. Investment ManagersFinance Founded in 2003, New Providence Asset Management Ltd. is an investment advisor located in Nassau, Bahamas. The firm provides discretionary investment management services to high net-worth individuals, pension plans, trusts, endowments and corporate entities. | Chief Investment Officer | 2003-05-31 | 2012-12-30 |
| Portfolio Manager-Equities | 2003-05-31 | 2012-12-30 | |
| Portfolio Manager-Fixed Income | 2003-05-31 | 2012-12-30 | |
| President | 2003-05-31 | 2012-12-30 | |
Meespierson Bahamas Ltd.
 Meespierson Bahamas Ltd. Investment Trusts/Mutual FundsMiscellaneous Part of The Bank of Nova Scotia, Meespierson Bahamas Ltd. is a Bahamian company that provides specialized trust services. The company is based in Nassau, the Bahamas. Meespierson Bahamas was acquired by The Bank of Nova Scotia from ageas SA/NV on February 04, 2003. | Corporate Officer/Principal | 2001-05-29 | 2001-05-29 |
| Queens College | Corporate Officer/Principal | 1994-07-31 | 1994-07-31 |
| University of Rhode Island | Corporate Officer/Principal | 1987-08-31 | 1987-08-31 |
Training of Kimberly Lynne Pierce
| University of Rhode Island | Graduate Degree |
| Boston College | Undergraduate Degree |
Statistics
International
| United States | 6 |
| Bahamas | 3 |
Operational
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 3 |
| Chief Investment Officer | 1 |
Sectoral
| Consumer Services | 4 |
| Finance | 4 |
| Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Meespierson Bahamas Ltd.
Meespierson Bahamas Ltd. Investment Trusts/Mutual FundsMiscellaneous Part of The Bank of Nova Scotia, Meespierson Bahamas Ltd. is a Bahamian company that provides specialized trust services. The company is based in Nassau, the Bahamas. Meespierson Bahamas was acquired by The Bank of Nova Scotia from ageas SA/NV on February 04, 2003. | Miscellaneous |
New Providence Asset Management Ltd.
New Providence Asset Management Ltd. Investment ManagersFinance Founded in 2003, New Providence Asset Management Ltd. is an investment advisor located in Nassau, Bahamas. The firm provides discretionary investment management services to high net-worth individuals, pension plans, trusts, endowments and corporate entities. | Finance |
DDCO Holding, Inc.
DDCO Holding, Inc. Investment ManagersFinance DDCO Holding, Inc. is an investment advisory firm headquartered in Delray Beach, Florida. The firm was founded as Daniel Devine & Co. in 2004 and is a subsidiary of Slatestone Wealth LLC, which is owned by Jeta Grove Partners LLC. DDCO Holding manages investment portfolios for individuals, individual IRA accounts, trusts, endowments and corporate entities. | Finance |
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Finance |
