Experts, Dedicated

A Guided Path Supports Your Long-Term Goals

Sheila Stinson CFP®, CTFA

Managing Director

Sheila serves as a Managing Director in the Washington, D.C. office where she leads client teams in providing integrated, goal-focused advice. Sheila is passionate about listening to her clients in order to fully understand and guide them toward achieving their goals. Sheila specializes in family communication and education, and plays a key role in developing firm strategy in these areas. Her focus also includes women in transition, philanthropic planning and generational wealth transfer. Sheila most recently spearheaded “HerPath”, an initiative to provide a forum for Pathstone's women clients to come together, exchange ideas, collaborate, learn and help each other grow.

Sheila has worked with families of wealth for over 20 years and has served in numerous leadership positions. Prior to Pathstone, Sheila was Senior Family Wealth Advisor and Director of Family Education, as well as a Family Governance Specialist at GenSpring Family Offices. In addition to providing comprehensive wealth management advice in these roles, she led family education initiatives ranging from working one-on-one with family members, to conducting multi-generational family meetings.

Sheila is recognized as a leader in her field and has been cited in prominent publications including the Wall Street Journal, Bloomberg Businessweek and Advisor Magazine. Most recently, Sheila was recognized in Washingtonian magazine’s “Top Financial Advisors” list for 2016 (a bi-annual award).

Sheila received her Master of Business Administration degree with a concentration in Finance from The George Washington University, and her Bachelor of Science degree, cum laude, in Business Administration from Florida State University. She is a Certified Financial Planner™, a Registered Life Planner™ and a Certified Life Coach. Sheila values involvement in her local community and has taken an active role in industry and non-profit organizations. She is currently on the Board of Bright Beginnings—a child development center for homeless children in Washington, D.C.

*Washingtonian Magazine compiled the list by surveying local financial experts asking: Whom would you trust with your own money? The Washingtonian also did their own research and consulted industry publications.  The professionals on the list received the strongest recommendations from all sources. Third party rankings and recognition from ratings services are no guarantee of future investment success.  Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results.  Ratings should not be considered an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.
 


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Boards’s initial and ongoing certification requirements.