Our Team
Stephanie Sandle
Co-Founder and Managing Partner
Stephanie has over 25 years of experience in financial services with expertise in providing comprehensive financial planning services to multi-generational ultra-high net worth families. She has a robust skill set with an emphasis in Estate Planning.
Prior to forming Bluestone, she served as Managing Director and Head of the Cleveland Family Office at MAI Capital Management, LLC. She began her career as a tax advisor at PwC and then moved on to become the Director of Tax at Parkwood, LLC, a family office.
Stephanie holds a bachelor’s and master’s degree from Miami University as well as a master’s degree from The College for Financial Planning. She is a CPA, CFP, CPWA and holds the AEP and MPAS designations. She is a member of the Estate Planning Council of Cleveland and was recognized as a 2021 Notable Wealth Manager in Crain’s Cleveland.
Outside of work Stephanie loves to travel and is working on her bucket list of destinations. However, it seems that as one place is crossed off, two more are added!
Business Number
(216)-299-0687
EMAIL ADDRESS
ssandle@bluestoneprivate.com
Chris Barr
Co-Founder and Managing Partner
Chris brings nearly 35 years of experience in financial management to his role as an investment advisor to ultra-high-net-worth clients of Bluestone. Chris understands the importance of overall portfolio management and alternative investing as an integral part of UHNW family portfolios. He has decades of experience in working with clients to assess private investment opportunities.
Prior to forming Bluestone, Chris worked for 8 years at MAI Capital Management where he managed complex client portfolios. His time at MAI was preceded by his role as Vice President of Big Game Capital, a single-family wealth management office that he helped launch in 2000. Before moving with his family back to Cleveland in 2020, Chris worked for 10 years with a filling brokerage on the Chicago Mercantile Exchange.
In 2021 Chris was recognized as a Notable Wealth Manager in Crain’s Cleveland.
Chris graduated from Miami University with a bachelor’s degree in economics. He and his wife Chrissy live in Chagrin Falls and enjoy traveling with the extra free time they have now that they are empty nesters!
Business Number
(216)-299-1883
EMAIL ADDRESS
cbarr@bluestoneprivate.com
Shannon Heffner
Director of Operations
Shannon Heffner has over 15 years of experience in wealth management, specializing in operational efficiency, technology integration, and process optimization. As Director of Operations at Bluestone, she uses her expertise in technology-driven solutions to enhance operational processes, support advisors in delivering exceptional service, and improve the overall client experience.
Before joining Bluestone, Shannon held leadership roles at MAI Capital Management, where she led firm-wide technology initiatives, optimized data integrity across multiple systems, and implemented automation strategies to improve efficiency.
Shannon earned her Bachelor of Arts in Accounting from the University of Arizona Global Campus and holds a Lean Six Sigma Green Belt certification.
Outside of work, she enjoys drawing, painting, and volunteering at a local animal shelter, where she spends time with rescue cats.
Business Number
(216)-389-4313
EMAIL ADDRESS
sheffner@bluestoneprivate.com