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



Rob GentryROBERT 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 with CR-P Associates, a firm specializing in Latin American finance, and was a co-founder and CFO of software consulting firm DBSS/InterMax Solutions from 1990 to 1997. He joined Stewart & Patten in 1997. Rob holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Rob has a B.S. from the University of California at Davis, and a M.S. from St. Mary's College.




Lori ShermanLORI 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 as Vice President and Controller at Roger Engemann & Associates. Lori joined Stewart and Patten in 2000. She has been an active Girl Scout leader and volunteer for fourteen years. She is a member of the California Society of CPAs and the American Institute of CPAs. While Lori meets all requirements for CPA licensing, her current status is "inactive". She became a Certified Financial Planner in 2008. Lori has a B.S. from California State Polytechnic University, Pomona.




Research Analyst

Alex LillesALEX LILLES, CFA – Alex joined the firm in 2014 as a Research Analyst. For 13 years, Alex held various positions with WHV Investment Management (formerly Wentworth, Hauser & Violich) in San Francisco. At WHV, Alex specialized in large cap equity research. He covered several sectors including energy, consumer staples, and materials, with a conservative approach similar to that of Stewart & Patten. Also at WHV, he co-managed individual portfolios for the firm's high net worth clients. Alex holds a B.A. in Communications from Washington State University and holds the Chartered Financial Analyst Designation.




Research Analyst

Teddy HandokoTEDDY HANDOKO, CFA – Teddy joined the firm in 2014 as a Research Analyst. Teddy spent the prior seven years with Charles Schwab & Co., as a Mutual Funds Analyst, Portfolio Analyst, and Performance Analyst. At Schwab, he analyzed fixed income and equity mutual funds and securities for the Investment Advisory Group. Teddy has a B.S. in Finance from San Francisco State University and has an M.B.A. from the University of North Carolina's Kenan-Flagler Business School. He holds the Chartered Financial Analyst designation.




Trading and Operations Associate

Casey WestCASEY B. WEST, CFA – Casey joined Stewart and Patten in 2011. Previously, he was an Analyst in the Strategic Value Advisory Group with Duff and Phelps, and has also worked in the biotechnology industry and as an educator. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. He became a Certified Financial Planner® in 2015. 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 Founder

Ron PattenRONALD S. PATTEN – A lifelong 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 brought over 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.