| Assets Under Management | $523 mil |
| Number of Employees | 15 |
| Percent Employee Ownership | 71% |
| Portfolio Managers | 4 |
StoneRidge Investment Partners is an investment firm offering equity and fixed income fund management to institutional investors. StoneRidge was formed in 1999 by a team of equity investment professionals including Philip H. Brown, II, CFA, Joseph E. Stocke, CFA, and Lester Rich, CFA.
read more
We endeavor to provide real value to clients through superior investment returns and exceptional service.
We respect and support the communities we touch through sponsorship of local and national causes.
We maintain an entrepreneurial environment to motivate and empower employees to provide clients with the highest level of investment service.
Executive Team
Steven Sanders
CEO Chief Investment
Strategist
Philip H. Brown II
President, Partner
Pamela M. Harper
Chief Operating Officer, Chief Compliance Officer
Joseph E. Stocke
Chief Investment Officer, Managing Director
Wayne O. Leevy
Chief Financial Officer
Kyle V. Myers
Director of Marketing & New Business Development
Over the course of the second quarter, equities as measured by the S&P 500 were essentially flat and interest rates across the yield curve declined. This type of performance by the financial markets is not what most would have expected several quarters into a recovery, especially when combined with unprecedented Federal Reserve policy support. It is possible to consider macro events as the main drag on market performance.
Click to read the full report