Stonebrook Private
We are a multi-generational team of professionals dedicated to guiding our clients through the complexities of managing wealth. As your fiduciary partner, Stonebrook Private takes into account all facets of wealth when making important decisions, including investment, tax, and estate considerations. Blending over three decades of industry experience with a deeply credentialed investment team, we aim to separate the “noise” from the facts and usher successful outcomes for our clients.
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Verified contacts
9
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
11
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- SM
Sam McCutcheon
Portfolio Operations Associate · Operations
EmailPhone - SK
Spencer Knickerbocker
, & · Other
EmailPhone - TK
Todd Knickerbocker
Managing Partner · General Business & Management
EmailPhone - TB
Taylor Brown
Director of Communications · Advertising & Marketing
EmailPhone - JV
Jonathon vander Laan
Private Wealth Advisor · Finance & Accounting
EmailPhone - CM
Cassidy Minghine
Client Experience Associate · Customer/Client Service
EmailPhone - SS
Susan Shelton
Client Experience Associate · Customer/Client Service
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Stonebrook Private
6 distinct titles indexed · top 6 shown.
- 2client experience associate
- 2private wealth advisor
- 1, &
- 1director of communications
- 1managing partner
- 1portfolio operations associate
Sign up to unlock all 9 contacts at Stonebrook Private
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