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
Chris Barr
Chris Barr is a Co-Founder and Managing Partner of Bluestone Private Wealth. He brings nearly 35 years of experience in financial management to his role as an investment advisor to high-net-worth clients of Bluestone. Chris understands the importance of alternative investing as an integral part of HNW family portfolios. He has decades of experience in working with clients to assess private investing opportunities.
Prior to Bluestone, Chris worked 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 2000, Chris worked for 10 years with a filling brokerage on the Chicago Mercantile Exchange.
Chris graduated from Miami University with a Bachelor’s degree in economics. He was recognized as a 2021 Notable Wealth Manager in Crain’s Cleveland.
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