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Our StaffRobert A. Goldstein, PrincipalRgoldstein@StoneStreetEquity.com Bob has owned and managed businesses providing investment and retirement planning services for over 30 years. As principal owner of Stanwich Benefits Group, Inc., he helped build an investment management and retirement plan services firm into one of the largest independent firms in the country. Stanwich also provided 401(k) daily recordkeeping and outsource services. An exclusive provider to Fidelity for its Advisor 401(k) Program, Stanwich served plan sponsors with over 250,000 participants. Upon the sale of Stanwich to The Bank of New York, Bob served as the President of their Employee Investment Plan Division, developing their retirement, equity plan and insurance services. On leaving the Bank, Bob formed Avenir Equity, LLC and subsequently merged with Barbara Delaney and FFoA, providing employee benefit consulting and investment advisory services. Bob is a Senior Executive Vice President with National Retirement Partners.
Barbara J. Delaney, Principalbdelaney@stonestreetequity.com An innovative entrepreneur and respected business leader, Barbara J. Delaney has been navigating the financial world for more than twenty-five years. She joined E.F. Hutton in 1980 and rose quickly to be become Senior Vice President of Personal Financial Planning. She then progressed to The Tribus Companies, one of New Jersey’s largest employee benefit consulting firms, where she formed and ran the Investment Management Services Division. In 2001, Delaney drew on her intuitive business sense to launch her own firm, FFOA. This successful company gained national recognition in 2007 when it was named “Advisor Team of The Year.” In 2008, Delaney’s company merged with Avenir Equity and Madison Pension Services to become Stonestreet Equity, LLC Always active in the financial community, Delaney currently serves on the Advisory Board of the Women’s Pension Exchange and was recently appointed to the Advisory Board for Prudential Retirement Services. Delaney remains a sought after speaker who has appeared at numerous industry conferences and seminars. She has also authored a number of articles for industry publications. Barbara earned her B.A. in Business Administration and Economics from St. Thomas Aquinas College and attended graduate school at New York University’s Stern School of Business.
Heidi G. Sidley, Managing DirectorWith over twenty years in the financial services industry, Heidi has managed businesses providing domestic plan design, administration and actuarial services as well as global equity plan consulting. She holds a FINRA Series 7 license. Prior to joining Stone Street Equity, Heidi was the Executive Vice President & Managing Director at Madison Pension Services, Inc. a plan design and administration firm based in Westchester, NY. She also worked overseas as the International Employee Benefits Specialist for Shearman & Sterling, based in France, where she helped to build a successful global equity plan practice. Her prior experience also includes industry players such as Towers Perrin, KMPG, and the Retirement Services Division of the Bank of New York. Heidi is a dual national of both the US and UK, fluent in French, and studied actuarial science in the graduate program at Georgia State University and applied mathematics and statistics at SUNY Stony Brook. Heidi also holds a black belt in both judo and karate, and has competed in international competitions. She lives in White Plains, NY with her husband, Craig, and two children.
Cathy O’Halloran, Relationship ManagerWith nine years of experience in the industry, Cathy worked at a Manhattan law firm for ten years and then the insurance industry for 5 years prior to joining StoneStreet in 2001. She holds a Series 6 license. Cathy graduated from St. Thomas Aquinas College with a BA in Social Science. Cathy was part of the “Plan Adviser Team of the Year” as named by Plan Sponsor Magazine in 2008.
Kylee Hall, Relationship ManagerWith five years of experience in the industry, Kylee began her career at Principal Financial Group, working as both a Sales and Service Specialist for defined contribution and defined benefit plans. She holds Life and Health, Series 7 and 66 licenses. Kylee graduated from University at Albany with a BA in Communications and Business. She joined StoneStreet in 2007and was part of the “Plan Adviser Team of the Year” as named by Plan Sponsor Magazine in 2008.
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