People
As a firm, Stewart and Patten has maintained business continuity by hiring younger associates, who grow to become principals of the firm. Stewart and Patten has thus provided clients with long-term relationships and investment oversight through multiple generations.
Principals and associates listed below can be reached at 415-421-4932, or info@stewartandpatten.com
Principals
RONALD S. PATTEN – A life long Californian and a descendant of early California settlers, Ron was born and raised in southern California. After working in commercial banking, Ron moved to northern California and joined Jack Stewart in 1962, later forming Stewart and Patten Company. He brings nearly 50 years of experience in the investment management industry, providing insight and advice to both his colleagues at Stewart and Patten and our clients. Ron has a B.A. from Occidental College and an M.B.A. from Stanford University.
STEPHEN A. ETHRIDGE – Steve was born and raised in Vicksburg, Mississippi. Following the completion of his undergraduate degree he was commissioned as a U.S. Navy Supply Corps Officer, ultimately serving 7 years on active duty. He began his investment management career as a Securities Analyst at the Bank of California in 1988. Steve also held positions at SKB & Associates and at BTR Capital Management before joining Stewart and Patten in 1993. He also served an additional 17 years in the Navy Reserve prior to retirement at the rank of Captain in 2005. Steve is a member of the CFA Society of San Francisco and CFA Institute. He serves as a Trustee of the Province of St. Barbara Fraternal Care Trust in California and as member of the Business Advisory Board for the School of Business at the University of Mississippi. Steve has a B.P.A. from the University of Mississippi and an M.B.A. from the University of Colorado.
ROBERT M. GENTRY, CFA – Rob is a native of the San Francisco peninsula and first worked in the investment industry in 1984 at Franklin-Templeton Funds. He later held positions as the Controller of CR-P Associates, and a co-founder and CFO of the technology firm DBSS/InterMax Solutions 1990-1997. He joined Stewart & Patten in 1997. Rob is a Chartered Financial Analyst charterholder and is a member of the CFA Society of San Francisco and the CFA Institute. Rob has a B.S. from the University of California at Davis, and a M.S. from St. Mary's College.
LORI E. SHERMAN, CFP® – Lori originally hails from southern California and began her business career as a CPA with Coopers & Lybrand in 1986. She was an independent consultant for several years prior to being appointed Vice President and Controller at Roger Engemann & Associates. Lori joined Stewart and Patten in 2000. Lori is an active youth soccer coach and Girl Scout leader. She is member of the California Society of CPAs and the American Institute of CPAs and became a Certified Financial Planner in 2008. Lori has a B.S. from California State Polytechnic University, Pomona.
Associates
Director, Equity Research
MATTHEW J. SCHMIDT, CFA – Matt joined Stewart and Patten in 2008 as an Analyst. Previously, he was a Portfolio Manager Associate with Dodge & Cox and prior to that worked at State Street Bank, mPower Advisors, and Wentworth, Hauser & Violich in research and trading positions. Matt is a member of the CFA Society of San Francisco and CFA Institute and previously served on the Board of Directors of Huckleberry Youth Programs. Matt received a bachelor’s degree in Economics and Psychology from Georgetown University and is a CFA charterholder.
Trading and Operations Associate
CASEY B. WEST – Casey joined Stewart and Patten in 2011. Previously, he was a Valuation Analyst at Duff and Phelps. He has also worked as a Quality Analyst at Genentech and as an English Teacher at Hayward High School. Casey is an affiliate member of the CFA Society of San Francisco and the CFA Institute. He has successfully passed all 3 levels of the CFA examination process. Casey completed his undergraduate degree at California State University, Sacramento in 2001 and a Master of Science in Finance (with High Honors) from Golden Gate University in 2010.
Retired Principals
GLEB BELONOGOFF – B.S. San Francisco State University. Joined Stewart and Patten in 1973.
JOHN R. GENTRY - B. S. Oregon State University, CPA 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.
