Team

The management team at Sierra Investment Management has been assisting our clients in preserving and growing their wealth, utilizing a successful conservative approach, for more than 30 years. Our 34 employees average more than 16 years of industry experience across various disciplines. Meet our management team, investment team and service team.

Management Team

Sierra’s management team is led by the same visionaries that founded the organization more than 30 years ago.

David C. Wright

DAVID C. WRIGHT, JD
Managing Director
Co-Founder

Kenneth L. Sleeper

KENNETH L. SLEEPER, MBA, PhD
Managing Director
Co-Founder

Terri Spath

TERRI SPATH, CFA, CFP®
Chief Investment Officer

Kristine Stomeyer

KRISTINE STROMEYER, CPA
Chief Financial Officer/Chief Operating Officer

Christopher Comeau

CHRISTOPHER M. COMEAU, MBA
Marketing Director

Investment Team

Sierra’s investment team has more than 110 years of collective experience managing assets for individual and/or institutional clients. 

David C. Wright

DAVID C. WRIGHT, JD
Managing Director
Co-Portfolio Manager

Kenneth L. Sleeper

KENNETH L. SLEEPER, MBA, PhD
Managing Director
Co-Portfolio Manager

Coming Soon

TERRI SPATH, CFA, CFP®
Chief Investment Officer

Marshall Quan

MARSHALL QUAN
Senior Analyst

 

Client Service Team

Our client service team is available to assist you from 8:30 AM to 6:00 PM Monday through Friday. They can be reached by calling 800-729-1467 or 310-452-1887, or by sending an e-mail to contact@www.sierrainvestment.com.

Gira Patel

GIRA PATEL
Client Services