About Us
We have built a firm dedicated to expertly managing the wealth and affairs of discerning clients.
Our Mission
Empower individuals with sophisticated portfolio management and seamless advisory services, ensuring transparency, accountability, and alignment with their needs.
Our Story
Dedicated to democratizing the benefits of a single-family office, Stone Temple has built a partnership that manages the wealth and affairs of select families, including our own. Leveraging our deep experience, we united to create an innovative platform that provides the sophistication of services and investments found in large single-family offices.
Meet the Team
Our team of experts bring together decades of experience across the financial services industry.
Tim Hall
Founder & CEO
Trusted advisor to ultra-high-net-worth families, specializing in family office creation, asset transitions, and governance with 3 decades of global investment experience.
Alex Herman
Founder & CIO
Investment strategist with 2 decades of experience, adept at navigating market challenges and driving returns across asset classes for family office portfolios.
David Ward
Founder & COO
Expert in operational infrastructure and investment advisory, leveraging 3 decades of experience to align financial and philanthropic goals for families.
Helen Shin
Chief Legal Officer
Legal strategist with over 3 decades of experience to guide family offices through regulatory and operational complexities with turnkey solutions.
Jeboah (Bo) Joerg
Director of Private Investments
Investment leader with 2 decades of experience in financial markets, specializing in innovative transaction structuring, risk management, and capital allocation.
Debbie Staal
Director of Operations
Tax and technology innovator with 3 decades of experience simplifying financial strategies and creating efficiencies for clients through entrepreneurial problem-solving.
Art Holly
Head of Public Markets
Portfolio and risk management leader with over 3 decades of experience, creating disciplined, risk-aware investment strategies for UHNW clients.
Andy Goldberger
Senior Managing Director & Senior PM
Investment leader with 2 decades of buy-side experience, delivering disciplined strategies across hedge funds, family offices, and capital allocation for UHNW clients.
Blake Morisson
Senior Wealth Advisor
Wealth advisor with over 2 decades of family office experience, leading research and investment strategy for hedge fund and co-investment platforms.
Jessica Ji
Senior Operations Analyst
Operations professional with over two decades of tax experience, including 2 decades managing fund accounting and tax at Lindsay Goldberg & Co.
Alec Armstrong
Associate
Investment professional with 3 years of experience in private investments, investment diligence and marketing solutions.
Our Values
1.
Integrity
Uphold a strong moral compass, delivering passionate, high-quality service with honesty and fairness.
2.
Collaboration
A culture of diverse perspectives and active listening, where autonomy and teamwork thrives to drive innovation.
3.
Improvement
Focused on individual and company-wide growth through continuous learning and evolution.
4.
Empowerment
Encourage responsibility, and participation, to empower individuals to contribute with their strengths.
Our Approach
1.
Independent
We are never beholden to investments or wealth structures that do not put our clients’ interests first.
2.
Proactive
We tirelessly seek opportunities to preserve and grow our clients’ wealth and enhance their lives and legacies.
3.
Sophisticated
With intelligence and experience, we pioneer dynamic wealth strategies and create access to exceptional investments.
4.
Passionate
With focus and determination, we discover new ideas, simplify the complex and partner with our clients.
