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Investment Professionals -
There are currently six professionals at Stewart and Patten with over 140 years of collective investment experience.  As a firm, Stewart and Patten has assured business continuity by hiring younger associates, who grow to become principals of the firm.  This provides clients with long-term relationships and has allowed Stewart and Patten to provide their families investment oversight through multiple generations.

Principals –

RONALD S. PATTEN - age 77, B.A. Occidental College, M.B.A. Stanford University.  Entered the investment management business with Mr. Stewart in 1962.

GLEB BELONOGOFF - age 73, B.S. San Francisco State College, C.P.A. with Price Waterhouse 1967-1972.  Joined Stewart & Patten in 1973.

STEPHEN A. ETHRIDGE - age 50, B.P.A. University of Mississippi, M.B.A. University of Colorado.  Active Duty U.S. Naval Officer 1981-1988.  Analyst, SKB&A 1988-1991. VP, BTR Capital Management 1991-1993.  Retired from the U.S. Navy at the rank of Captain with 24 years of active and reserve service.  Joined Stewart & Patten in 1993.

ROBERT M. GENTRY, CFA - age 47, B.S. University of California at Davis, M.S. St. Mary’s College, Chartered Financial Analyst.  Franklin-Templeton Funds 1984-1987.  Controller, CR-P Associates 1987-1990. Co-Founder and CFO, DBSS/InterMax Solutions 1990-1997.  Joined Stewart & Patten in 1997.

LORI E. SHERMAN, CFPâ - age 45, B.S. California State Polytechnic University, Pomona. C.P.A. with Coopers & Lybrand 1986-1990. Financial Consultant, 1991-1993.  Vice President and Controller, Roger Engemann & Associates 1993-2000. Joined Stewart & Patten in 2000.

Director, Equity Research –

MATTHEW J. SCHMIDT, CFA - age 34, B.A. Georgetown University.  Chartered Financial Analyst.  Associate Portfolio Manager, Dodge and Cox, 2003-2008.  Senior Analyst, State Street Bank, 2002-2003.  Analyst, mPower Advisors, 1999-2001.  Asst. Trader/Associate, Wentworth, Hauser & Violich 1997-1999.   Joined Stewart and Patten in May 2008 as an Analyst. 

Retired Principals –

JOHN R. GENTRY - B. S. Oregon State University, C.P.A. with John Forbes & Co., 1955-1986.  Joined Stewart and Patten in 1986.

EDWARD J. SCHNEIDER, III, CFA, CIC - B.A. Stanford University, M.B.A. Columbia University 1969.  Vice-President & Director of Research, Shuman & Schneider 1980-2005.  President, Shuman & Schneider 2005-2007.  Joined Stewart and Patten in 2007.