The Team

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Neil Finestone

CEO, Finestone Partners

Mr. Finestone is primarily responsible for overseeing the direction of the firm, as well as developing client strategies. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) licenses, the Accredited Investment Fiduciary® (AIF) designation, as well as the Series 3, 7, 24, 63, and 65 securities registrations, as well as licenses for variable annuities, life & health & disability insurance in 25 states and Canada. He has more than 30 years of experience in financial planning an.. View full biography
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Michael Anderson

Vice President of Retirement Planning, Finestone Partners

Mr. Anderson is primarily responsible for forming retirement plan solutions, servicing retirement plans and managing private managed money accounts. He holds FINRA Series 6,7,24 and 66 securities registrations, as well as a life and health insurance producers’ license in California, Iowa and Florida. Mr. Anderson holds the Accredited Investment Fiduciary® (AIF®) professional designation. He has more than 20 years in retirement plan administration, securities management, brokerage and corporate finance. Prior to joining Finestone Partne.. View full biography
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Kathleen Murphy

Vice President of Health and Welfare Benefits

Ms. Murphy is originally from Manchester, NH and was raised in Holyoke, MA. She earned a Bachelor of Science degree in Psychology from Westfield State College, Westfield, MA. In 1983, she moved from Holyoke to San Francisco, where she remained for 9 years working as the Management Information Systems Analyst for Bank America Travelers Cheque Corporation where she earned the Exceptional Performance Award for outstanding service. In 1989, Kat was offered the position of General Manager for the El Drisco Hotel in Pacific Heights, where she managed a 42 guest room ho.. View full biography
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Ala Smochinsky, MBA

Operations Manager

Ms. Smochinsky joined Finestone Partners in 2016 and is currently the Operations Manager, where she is primarily responsible for overseeing production and ensuring the businesses runs efficiently. Her tasks include analyzing key areas of daily operations in order to ensure accuracy and compliance with procedures and controls, preparation of monthly, quarterly, half yearly and annual reports for clients. She is also responsible for client presentations and meetings and ensures monthly account performance accuracy. Additionally, she assists portfolio managers in comprehen.. View full biography
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Autumn Fawn Morrison

Accounting

Autumn professional specializing in bookkeeping services, office and project management. She currently services Finestone Partners in all their bookkeeping needs including Account Receivable, recording and allocating all expenses, reconciling month end, managing Account Payable and working with the administrative team to hone financial and operational processes. With a Bachelor of Arts degree and more than ten years experience in bookkeeping, invoicing, creating, managing and tracking budgets, creating and maintaining Excel spreadsheets in a multitude of industries, Aut.. View full biography
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Denise Feldman

California Health Care Consultant
Life and Disability Insurance Analyst Lic. #0F13031

Denise Feldman has extensive experience in strategic planning, implementation, administration, financial analysis, and regulatory compliance of employee benefit programs. She has over 25 years of experience working with both private and public sector clients. She assists clients with plan design and analysis, benefit plan marketing, renewal negotiations, technical assistance, and employee communications. In our rapidly changing health care environment, Denise’s in-depth knowledge and clear communications provide clients with a trusted and reliable r.. View full biography
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Nadya Bendik, CFA

VP, Investment Management

Ms. Bendik joined Finestone Partners in 2016 and is currently the Vice President of Investment Management, where she is primarily responsible for designing and managing portfolios. Her investment decisions rely heavily on research of current economic conditions, different investment vehicles, and alternative investments that give the portfolios strategic and tactical components. She researches all investment vehicles for current and new investments for the whole firm. Additionally, she conducts reviews on clients’ portfolios and produces proposals for new corpora.. View full biography