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Nick Stonestreet

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Nick Stonestreet

President Financial Services

Alpharetta, Georgia, United States

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Nick Stonestreet

Summary

Nick Stonestreet is a seasoned financial services executive with a wealth of experience in investment management, financial analysis, and business planning. Currently serving as the President of DLP Capital, he is also the Chairman of BlueTrust, where he leads a team dedicated to providing comprehensive financial services. His career spans over three decades, during which he has held various leadership roles in prestigious organizations such as Merrill Lynch and Thrivent Trust Company. Nick's expertise includes multi-generational wealth transfer and trust services, making him a trusted advisor for clients seeking to secure their financial legacies. He is known for applying biblical wisdom in financial decision-making, which reflects his unique approach to wealth management. Beyond his professional achievements, Nick is passionate about fostering innovation in the financial sector and is committed to helping clients navigate complex financial landscapes. He holds a Master's degree in International Business Studies from the University of South Carolina and a Bachelor's degree in Environmental Biology from Winthrop University.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Nick Stonestreet

Work Experience

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President Financial Services at

Glasshouse Capital, LLC

April 2024 - Present

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Chief Executive Officer at

Blue Trust

April 2022 - April 2024

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CEO at

Thrivent Trust Company Ronald Blue Trust

November 2016 - March 2022

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CEO/Founder at

Vident Asset Management

March 2013 - October 2016

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EVP, Head of Private Wealth Management at

Regions Bank

September 2009 - February 2013

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CEO at

BCR

July 2007 - September 2009

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Regional Managing Director, Private Banking at

Merrill Lynch/Wfc/L. Inc.

March 2005 - July 2007

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Global Head of International Trust and Wealth Structuring at

Merrill Lynch/Wfc/L. Inc.

January 2001 - January 2005

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CEO and General Manager at

Merrill Lynch Bank Suisse

January 2003 - January 2005

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Global Co-Head Private Wealth Services at

Merrill Lynch International

January 1999 - January 2001

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Director of Private Banking at

Merrill Lynch/Wfc/L. Inc.

January 1997 - January 1999

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SVP, Regional Trust Manager at

Merrill Lynch/Wfc/L. Inc.

January 1993 - January 1997

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Vice President, Trust and Investment Management Group at

Truist

January 1988 - January 1993

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Financial Analyst, Intern at

Dupont Du Brasil

January 1987 - January 1988

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Nick Stonestreet

Education

University of South Carolina, Master Of International Business Studies

January 1986 - January 1988

Winthrop University, Bachelor Of Science - Bs

January 1980 - January 1984

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Where Nick Stonestreet graduated from?

Nick Stonestreet holds a degree in International Business from University of South Carolina.

How can I directly contact Nick Stonestreet?

To contact Nick Stonestreet directly, you can use the email address ********************@ronblue.com. Complete contact information is available upon registration with Muraena.

Who is Nick Stonestreet?

Nick Stonestreet is a seasoned financial services executive with a wealth of experience in investment management, financial analysis, and business planning. Currently serving as the President of DLP Capital, he is also the Chairman of BlueTrust, where he leads a team dedicated to providing comprehensive financial services. His career spans over three decades, during which he has held various leadership roles in prestigious organizations such as Merrill Lynch and Thrivent Trust Company. Nick's expertise includes multi-generational wealth transfer and trust services, making him a trusted advisor for clients seeking to secure their financial legacies. He is known for applying biblical wisdom in financial decision-making, which reflects his unique approach to wealth management. Beyond his professional achievements, Nick is passionate about fostering innovation in the financial sector and is committed to helping clients navigate complex financial landscapes. He holds a Master's degree in International Business Studies from the University of South Carolina and a Bachelor's degree in Environmental Biology from Winthrop University.

Nick`s contact details

mail

********************@ronblue.com

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