Our mission is to bring intelligence, integrity, and truly individualized value-added investment management and advice to our investors. We disregard the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor client assets unlike the typical advisor’s one-size-fits-all management approach. Our investment goals are to consistently achieve reasonable returns on investments over time based on an investment policy statement and plan specifically created for the individual client. The investment policy statement considers the lifestyle, goals, risk tolerance, time horizon, and successors of the investor. We prefer consistent and reasonable to sporadic and extreme. Our selection process favors recognition over discovery.
Mergers & Acquisitions
David Matulewicz is a founding partner of Black Stone Partners, headquartered in Exton, Pennsylvania, and runs the Mergers and Acquisitions Group. Previously a top performing Advisor at Wells Fargo Advisors, David has earned several awards including the firm’s most prestigious President’s Award. Through his leadership, Dave was also nominated to manage a top performing office in Pennsylvania.
In 2015 he launched Black Stone Partners with Brian Stephenson. David has been featured in Philadelphia Magazine and Triad Times for his financial insight and innovative client growth strategies. David is an active member of his community through his dedication and leadership in multiple organizations including the CYO, Knights of Columbus and the Shadyside Farmers Sportsman Conservation league. He and his wife Annalise have three daughters: Ella, Grace, and Mary. Outside of the office, you will find David coaching his daughter’s lacrosse team, visiting his roots in Elysburg, Pennsylvania (where he often enjoys a homemade potato cake) and hitting the beach with his family.
Private Wealth Group
Brian Stephenson is a founding partner of Black Stone Partners and leads the Private Wealth Group, which provides investment consulting and comprehensive wealth management. He has been quoted in national publications and has been featured in Philadelphia Magazine, Triad Times and FA Magazine for his 4 pillar portfolio management process. Brian began his career in the financial services industry in 1996. After years of success and numerous awards from Smith Barney, Brian joined Wells Fargo Advisors.
In 2015, he formed Black Stone Partners with David Matulewicz. Brian, his wife Danielle and their two children, Elle and Holden are active members of the Saint Maximillian Kolbe Parish. Brian is active in the community while previously volunteering on the boards of the West Chester YMCA and West Chester Chamber of Commerce. Brian is also active in Unionville coaching several baseball and softball teams. Away from the office, Brian enjoys coaching his children’s sporting events and an occasional day playing golf.
Director of Family Office
Saundra Gibson is a Partner and Director of the Family Office Division for Black Stone Partners (BSP). With over 25 years of experience exclusively concentrating on ultra-high net worth (UHNW) clients and families; she brings an ability to achieve innovative results while managing and simplifying financial affairs. The BSP Family Office teams with you and your outside advisors to customize solutions for wealth and investment strategies that integrate administrative and lifestyle management services.
As an industry leader at Credit Suisse and most recently, Wells Fargo Advisors, Saundra built and directed teams that focused on the needs of her UHNW clients. Her teams’ concentrated on family governance issues pertaining to wealth management including: open architecture asset management, proprietary investment idea development, and generational transfer issues.
Prior to Credit Suisse, Saundra was the co-head of a Private Wealth Advisors team at Merrill Lynch focusing exclusively on UNHW clients through a segregated private banking platform. By providing institutional knowledge in risk management, asset management and wealth transfer to private individuals and families, Saundra’s team consistently executed unique innovative approaches. While at Merrill Lynch, Saundra worked in Silicon Valley teaming with founders and insiders with the tax, philanthropic, trust/wealth transfer and liquidity aspects of the change of control business transactions. These include IPO’s, Mergers and Acquisitions and Private Sales.
Saundra has been active on a variety of Boards during her career and currently sits on the Board of Trustees for The Triskeles Foundation and The Planned Giving Advisory Board for The Pennsylvania State University. Saundra earned a B.S. in Finance from The Pennsylvania State University, Summa Cum Laude. Saundra holds the Series 7, 65, 66, Private Wealth Advisor, International Financial Advisor, and Life and Health Insurance Licenses.
Director of Financial Planning
Michael J. Frederick
CFP®, ChFC®, CRPC®, CPWA®
Michael J. Frederick, CFP®, ChFC®, CRPC®, CPWA® is Director of the Financial Planning Division of Black Stone Partners. He works with business owners, pre-retirees and retirees to create long-term investment plans using a disciplined, process-driven approach.
He holds Series 7 General Securities Representative and Series 66 Investment Advisor Representative registrations. Michael has also attained the Chartered Retirement Planning Counselor™ designation in 2003, the Certified Financial Planner™ designation in 2004, the Chartered Financial ConsultantTM designation in 2006, and the Certified Private Wealth AdvisorTM designation in 2011. Michael is a member of the Financial Planning Association, the Investment Management Consultants Association, The American Institute for Economic Research and is currently pursuing a Master of Science in Financial Services degree from The American College. Michael earned a
Bachelor of Science degree in finance from Drexel University in 1989 and has also studied at The University of Chicago Booth School of Business and with the College for Financial Planning.
Mr. Frederick is the Past Chairman of the Perkiomen Valley Chamber of Commerce in Collegeville, Past President of the Patriotic Order Sons of America of Schwenksville and served as Township Supervisor of Upper Frederick Township. He is an active member of the American Revolution Center Community Advisory Committee, The Sons of the American Revolution and the Saint Andrews Society of Philadelphia. He has participated in the Fox Chase Cancer Center Research Program and was a member of the Board of Directors of the Lower Frederick Regional Ambulance Corps. Michael enjoys history, winemaking, gardening, and attends the Church of Saint Mary in Schwenksville with his wife, Maureen, and their three children.
James W. Judge, CFA
Mr. Judge has over 12 years experience including five years serving as an analyst, trader and portfolio manager for two institutional asset management firms. Jim has also served as the lead portfolio manager for a multi-family office ($1billion in assets under management) and an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans. He began his career as an analyst for City of London Group, Plc.
Jim graduated from Boston College in 2004 and is currently a Wharton Executive MBA candidate. He resides in Wayne, PA with his wife and three daughters.
Kevin R. Harper, MBA
Mr. Harper has 18 years experience including nine years working for and investing on behalf of leading endowments including Yale, MIT, and Notre Dame. He has also served as the lead portfolio manager for $750million in multi-family office assets under management (including $300million in alternatives) and as an institutional alternatives advisor to multi-billion Taft-Hartley and Fortune 50 pension plans.
Kevin graduated from the Wharton School at the University of Pennsylvania in 1998 and Wharton MBA in 2008. He resides in St David’s, PA with his wife and two daughters.
Senior Registered Client Associate
Brandon started in the business at Morgan Stanley Smith Barney in 2006. With over 13 years of experience in the industry, he holds the Series 7 General Securities Representative, Series 66 Investment Advisor Representative registrations and his PA Life and Insurance License. During his time in the industry, he was responsible for investment administration and financial planning of $425 million in assets.
Brandon completed his Bachelor of Science degree in Business Administration from Gwynedd Mercy College in 2007.