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 Leadership Team at Main Street Research is responsible for setting the strategic vision and direction of the firm, ensuring alignment with client-focused investment goals. Composed of seasoned professionals, including the Founder & Chief Investment Officer and managing partners, this team drives innovative investment strategies while overseeing compliance and operational efficiency. Their collective expertise ensures that client assets are managed prudently to maximize performance while mitigating risk.

Leadership Team

Trading and Investment Management

Client Engagement and Support

Leadership Team

About

Team members

Other teams at Main Street Research

Trading and Investment Management

Client Engagement and Support