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Team Biographies
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Philip H. Brown II, CFA
- Founding Partner with StoneRidge Since Inception in 1999
- Senior Managing Director
- Equity Portfolio Manager
- 36+ Years Investment Experience
- B.S. and M.B.A. from the University of Maine
Mr. Brown has over 36 years of investment experience. He is one of the firm’s founders and is a managing partner at StoneRidge Investment Partners. His responsibilities include small, mid and large cap equity portfolio management. As a sector specialist, he is also jointly responsible for research and stock selection for the financial sector. Mr. Brown has portfolio management and sector analytical responsibilities and is involved in new business development. Prior to founding StoneRidge, he was a founder and President of Meridian Investment Company.
Prior to joining Meridian in 1984, Mr. Brown served as the Chief Investment Officer at Central Penn National Bank, was a Portfolio Manager at Glenmede Trust Company and the Director of Research at Schmidt, Roberts & Parke. Mr. Brown is a member of the Institute of Chartered Financial Analysts, Financial Analysts Federation of Philadelphia, and the Philadelphia Securities Association, as well as a member of the Finance Committee and the Audit Committee at Crozer Keystone Health System and a member of its Board of Directors.
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Joseph E. Stocke, CFA
- Founding Partner with StoneRidge Since Inception in 1999
- Managing Director
- Chief Investment Officer
- 25+ Years Investment Experience
- B.S. from The Wharton School, University of Pennsylvania
Mr. Stocke has over 25 years of investment experience. He is a founder and managing partner at StoneRidge Investment Partners. His responsibilities include small, mid and large cap equity portfolio management. As a sector specialist, he is responsible for research and stock selection for the consumer discretionary and consumer staples sectors. Previously he was a founder, the Senior Investment Manager and Chief Equity Strategist at Meridian Investment Company, where he also had sector analytical and portfolio management responsibilities.
Prior to joining Meridian in 1984, Mr. Stocke worked for Dean Witter Reynolds. He is a member of the Institute of Chartered Financial Analysts and the Financial Analysts Federation of Philadelphia.
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Lester Rich, CFA
- Founding Partner with StoneRidge Since Inception in 1999
- Managing Director
- Equity Portfolio Manager
- 21+ Years Investment Experience
- B.A. Rutgers College, M.S. Pace University
Mr. Rich has over 21 years of investment experience and is a founder and managing partner at StoneRidge Investment Partners. His responsibilities include small, mid and large cap equity portfolio management and, as a sector specialist, he is responsible for research and stock selection for the energy, industrials and basic materials sectors. Previously, Mr. Rich was an equity portfolio manager within Meridian Investment Company and was responsible for sector analysis. Prior to that, he was a Portfolio Manager with First Fidelity Bank and worked at the Bradford Trust Company.
Mr. Rich received his B.A. from Rutgers College and his M.S. from Pace University. He is a member of the Institute of Chartered Financial Analysts and the Financial Analysts Federation of Philadelphia.
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Daniel H. Cook
- Founding Partner with StoneRidge Since Inception in 1999
- Managing Director
- Equity Portfolio Manager
- 18+ Years Investment Experience
- B.S. West Chester University
Mr. Cook has over 18 years of investment experience and is a founder and managing partner at StoneRidge Investment Partners. His responsibilities include small, mid and large cap equity portfolio management and, as a sector specialist, he is responsible for research and stock selection for the communication services and technology sectors. Previously, he was an equity portfolio manager with Meridian Investment Company and was responsible for sector analysis. Prior to joining Meridian in 1986, Mr. Cook served as a Senior Accountant for the Vanguard Group. Mr. Cook received his B.S. from West Chester University.
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Kenneth R. Martin-Halpine, CFA
- Equity Portfolio Manager
- 17+ Years Investment Experience
- B.S. Wilkes University and M.B.A. in Marketing, Drexel University
Mr. Martin-Halpine joined StoneRidge in 2004. His responsibilities include small, mid and large cap equity portfolio management. As a sector specialist, he is responsible for research and stock selection for the Health Care sector. He has extensive professional experience and academic background in the fields of biotechnology, chemistry and healthcare. He has more than 17 years of experience providing executive level advisory and investment analysis services to a variety of medical, biotechnology, chemical and energy companies.
Prior to joining StoneRidge, Mr. Martin-Halpine was an Equity Analyst with Emerald Asset Management where he assisted the portfolio management team with investment analysis and buy and sell decisions. While at Emerald, he was responsible for analyzing small and mid-cap companies with primary emphasis on the biotechnology, emerging pharmaceuticals and medical device industries. He also actively maintained coverage of managed care, diagnostic labs, specialty pharmaceuticals, energy and specialty chemicals stocks. Mr. Martin-Halpine has a Bachelor of Science degree in Biology from Wilkes University and an MBA in Marketing from Drexel University. He is a member of the Financial Analysts of Philadelphia.
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Craig A. Moyer, CFA
- Vice President, Partner
- Manager-Cash Management
- 33+ Years Investment Experience
- B.A. Penn State University
Mr. Moyer has over 33 years of investment experience. He joined StoneRidge in 2007 as Partner and Vice President. His responsibilities include fixed income client relations and direction of the cash management process. Prior to joining StoneRidge, Mr. Moyer was a founding member, Senior Fixed Income Manager and Chief Fixed Income Strategist at Meridian Investment Company. In 1998 he became a Principal at RRZ Investment Management Company and co-founded his own investment management firm, Providence Investment Advisors. Mr. Moyer sold the firm in 2003 to The Swarthmore Group and became Principal and Portfolio Manager there. Most recently in 2005 he joined National Penn Bank and established an institutional advisory, fully GIPS compliant management arm. Mr. Moyer received his B.A. from the Pennsylvania State University. He is a member of the Institute of Chartered Financial Analysts, the Financial Analysts Federation of Philadelphia and the Philadelphia Bond Club. In addition, Mr. Moyer has been an investment lecturer at numerous professional schools and seminars.
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Robert S. Page
- Vice President, Taft-Hartley Marketing and Client Service
- 23+ Years Experience
Mr. Page joined StoneRidge in 2001 and is responsible for marketing and client service in the Taft-Hartley market. He has been involved in all aspects of the Taft-Hartley community for more than 23 years, most recently as the Financial Secretary/Treasurer of the Steamfitters’ Local Union 420 in Philadelphia. He has served as a trustee for pension, health & welfare, annuity, training and scholarship funds. In addition, he has experience in the field as both a project manager and foreman. Mr. Page has completed finance and business courses at Drexel University and Rowan University.
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