Main Street Research LLC is a Registered Investment Advisor serving individuals, families and foundations.

Since 1993, a select group of investors have turned to our professionals for expertise in wealth management and global investment strategy. Since we typically manage the bulk of a client’s “serious” assets, we thoroughly understand each client’s circumstances and manage each client account separately. Because our compensation is correlated to each client’s success – and nothing else – we share a vested interest in achieving upside performance while managing downside risk. We believe that our innovative investment style and Active Risk Management process are central to successful, long-term performance in today’s complex global financial markets. Visit our website at http://ms-research.com to learn more!

Investment Management

Main Street Research

James E. Demmert

Jacob Swartz

Peter A. Fiorita

Stephanie Hawk

Nick Hatzidakis

Catherine Nadeau

Dana Armstrong

Elizabeth I. Baldassari

Lily Taft

Adrienne H. Balesteri

Natalie E. McMahon

Benjamin Armellini

Aaron M. Stern

The Trading and Investment Management team at Main Street Research is responsible for executing investment strategies and managing client portfolios with a focus on optimizing performance and mitigating risk. Comprising experienced professionals, the team collaborates to analyze market trends, make informed trading decisions, and ensure effective asset allocation tailored to each client's unique financial goals. Their integrated approach emphasizes active risk management, allowing them to enhance long-term growth while safeguarding client investments.

Trading and Investment Management

Client Engagement and Support

Leadership Team

Trading and Investment Management

About

Team members

Other teams at Main Street Research

Client Engagement and Support

Leadership Team