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 Client Engagement and Support team at Main Street Research is dedicated to fostering strong relationships with clients by providing personalized investment guidance and exceptional service. This team works closely with clients to understand their unique financial needs, ensuring tailored wealth management strategies that align with their goals. They also address inquiries and support clients throughout the investment journey, acting as trusted advisors to enhance the overall client experience.

Client Engagement and Support

Trading and Investment Management

Leadership Team

Client Engagement and Support

About

Team members

Other teams at Main Street Research

Trading and Investment Management

Leadership Team