Our People
Jeffrey D. Steele
Managing Partner, CCO
(802) 857-5082
Prior to joining SilverLake, Mr. Steele was with Morgan Stanley for 11 years, preceded by a position with a private international investment firm. He has provided advice to both private and institutional clients in the U.S. and abroad....
Thomas J. Golonka, CFA, CFP®
Managing Partner
(802) 857-5082
Prior to joining SilverLake in 2005, Mr. Golonka was with Wachovia Securities Private Client Group for 12 years. Earning his BA from the University of Notre Dame, and his MBA from Union College, Tom specializes in portfolio management...
Greg Steele
Managing Partner
(802) 857-5082
Theodore M. Riehle III
Managing Partner
(802) 857-5082
Prior to joining SilverLake, Mr. Riehle was with Morgan Stanley for 17 years, and with Merrill Lynch prior to that. Mr. Riehle is a past Burlington School Commissioner, President of the Burlington City Council and three-term Vermont...
Ryan Bergmann, CFP ®
Vice President, Certified Financial Planner™
(802) 857-5082
rbergmann@silverlakewealth.com
Prior to joining SilverLake, Ryan was with Morgan Stanley for nearly four years, where he developed personalized financial plans that address the cash flow and risk management needs of each client. Prior to that he...
Derek Eddy, CEPA ®
Vice President, Investment Advisor Representative
(802) 857-5082
Derek Eddy has been immersed in finance and the stock market for as long as he can remember. The son of SilverLake founding partner Robert Eddy, sneaking onto his dad’s computer at age 8 to try and (unsuccessfully) buy stocks was...
Michelle Holden
Senior Vice President | Director of Operations
(802) 857-5082
Michelle is Vice President of Operations, she grew up in the small town of Westford, VT. Michelle is one of the original members of SilverLake Wealth Management when it was founded in 2002. She started her career with Dean Witter in...
Shelley Chicoine, MBA
Director of Strategic Development and Financial Strategy
schicoine@silverlakewealth.com
Robert W. Eddy
Partner Emeritus
(802) 857-5082
Prior to joining SilverLake, Mr. Eddy represented Morgan Stanley for 25 years and distinguished himself as a leader in the area of separately managed account consulting. Mr. Eddy was contributing author to the book Personal and Family...
Richard J. Briand
Partner Emeritus
(802) 857-5082
Prior to joining SilverLake, Richard (Ric) Briand was with Wachovia Securities Private client group. Ric has 23 years of industry experience as a financial advisor in Vermont, tailoring investment planning to each client's needs and...
Bonnie Conchieri
Vice President of Client Services
(802) 857-5082
Bonnie is a Vice President of Client Services. A native of Burlington VT, Bonnie joined SilverLake in 2005 from Wells Fargo and has over 40 years of experience in the investment industry. and was NASD Series Seven licensed...
Linda Terrasi
Client Services Associate
(802) 857-5082
Hans Smith
Financial Advisor
John-Henry Hubert
Sr. Vice President, Financial Advisor
John Hubert brings more than 30 years of financial services experience to SilverLake Wealth Management. He began his career in the employee benefits sector with American General Life and, in 1997, co-founded Lion & Panther Financial...
Brittany Melvin
Vice President - Client Services, Public Relations
(802) 857-5082
Brittany joins SilverLake as VP - Client Services, Public Relations with extensive client service and marketing experience having served as a Director of Sales & Marketing for eight years prior to joining the firm. Brittany is...
Ruth Henry
Director of Strategic Philanthropy