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STEPHANIE SANDLE

Stephanie Sandle is a Co-Founder and Managing Partner of Bluestone Private Wealth.  In this role she provides financial planning advice and services to multi-generational ultra-high net worth families.  She has a robust skill set with an emphasis on 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 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