Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Dee is a Partner in the New York Office. She works closely with clients to understand their financial needs and provide comprehensive wealth management services including, portfolio construction, cash flow modeling, and generational planning.
Dee started her career in the marketing department of Institutional Investor Magazine. She then joined a boutique financial firm that specialized in custom-designed, top-heavy pension plans for small businesses. She was the President of Stern Slavutin-2 Inc., which continues to serve wealthy individuals in estate and financial planning. In this role, Dee founded the Institute for Advanced Tax and Business Planning, which provided educational seminars for financial professionals.
Partner & Market Leader
Partner & Practice Leader
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Partner & Director of Investment Management
Partner & Chief Equity Strategist
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