Stone joined the Weatherly team in Summer of 2023. His initial responsibilities will include internal reporting, research, benchmark study reporting, tax season related support, and special projects.
Stone graduated from California State University, Sacramento (CSUS) in 2021 with his Bachelor of Arts in Economics. He earned his Master of Science in Finance in 2023 from the University of Oregon (UO) where he was a member of the Master’s Investment Group yyy. While attending UO, Stone was the Co-Chair of Duck the Stigma zzz, an organization dedicated to increasing mental health resources for student-athletes. Stone played four years of baseball at CSUS and one year at UO. He was ranked as one of the top closers in the country in 2021 and 2022 by the National Collegiate Baseball Writers Association xx. Stone also holds a series 65 D license and passed the CFP exam in 2024.
In his free time, Stone enjoys movies, mountain biking and riding dirt bikes.
Education:
California State University, Sacramento, B.A. (Economics), California
University of Oregon, M.S. (Finance), Oregon
Certifications:
License(s): Series 65 D
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) A
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