The Main Street Research Office

Our Founding

The formation of Main Street Research was inspired by our founders' deep commitment to helping individuals, families and foundations become financially secure for generations. These are the very same values that inspire our team today: Trust & Reliability. We serve clients near our offices in the San Francisco Bay Area and New York metropolitan area. In today's technology-driven world we serve clients across the country as well as internationally.

Meet The Team

Your financial success is important to each member of our team. The only compensation we receive is based on either the value of your assets or its performance — depending on which fee structure best suits you. Additionally, each member of our team shares in the firm’s equity or revenue. Therefore, your expectations for investment performance, risk management and a high level of service are directly tied to each team member’s goals. The result is a mutually beneficial relationship targeted at meeting and exceeding your expectations.

Aaron M. Stern

Aaron M. Stern

Managing Partner, West

Aaron is responsible for the coordination of the firm’s research and risk management processes and is our primary equity trader. He is responsible for the firm’s in-house investment research as well as management of our outside research partner’s analyses. In addition, Aaron handles the bulk of our Active Risk Management process, which includes asset allocation, sector management and stop-loss management. Mr. Stern also takes the lead role regarding Main Street’s technology systems including real-time securities pricing, automated trading, WWW systems and the firm’s business continuity and disaster recovery plans. Additionally, Aaron is involved with client portfolio management on a day-to-day basis and is a member of Main Street’s Investment Policy Committee and The Financial Planning Association.
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James E. Demmert

Founder – Chief Investment Officer

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Aaron M. Stern

Managing Partner, West

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Benjamin Armellini

Managing Partner, East

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Natalie E. McMahon, CFP®

Partner – Chief Operating Officer, Chief Compliance Officer

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Tito Pombra

Deputy Chief Compliance Officer

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Adrienne H. Balesteri

Partner – Director of Business Development

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Lily Taft, CFA

Partner – Portfolio Manager

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Elizabeth I. Baldassari

Partner – Director of Fixed Income

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Nick Hatzidakis

Director of Trading

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Roman LeFebure

Equities Trader

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Stephanie Hawk Andersen, CFIP®, APMA®

Co-Director of Fixed Income

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Jacob Margo

Private Client Advisor

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Jacob Swartz

Private Client Advisor – Director of Research

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Peter A. Fiorita, CFP®, AWMA®

Director of Wealth Planning

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Matt Northrop, CFP®

Private Client Advisor

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Catherine Nadeau

Director of Finance

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Jack Sondag

Strategic Partnerships, West

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Clementina Davila

Strategic Partnerships, East

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Dana Armstrong

Director of Client Relations

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Henry Cataldi, MBA

Co-Director of Operations

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Deborah Pennington

Client Service Specialist

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Our History

Founded as a registered Investment Advisor

1993

Joined The Schwab Advisor network

1994

Introduced Performance Based Fees

1998

Created Active Risk Management (ARM)

2001

Introduced No Cost Wealth Planning Services

2005

Celebrated Our 25th Anniversary

2018

Named Barron's Top Advisor

2019

See Disclosures

Opened Our Lakeville, cT office

2020

Opened Our Greenwich, cT office

2021

Named Forbes Top Advisor

2022

See Disclosures

Opened Our Midtown Manhattan, NYC Office

2022

Supporting the Local and Global Community

Bay Are Green Business Logo

At Main Street, our team actively supports organizations and efforts that are productive to the community. This includes organizations such as The Rotary, which are well known for their worldwide philanthropic efforts, as well as other small local organizations that have the goal of giving back to the community. We are also one of the first firms of our kind to receive the environmentally friendly Bay Area Green Business designation for our efforts in running a truly green business.

Charitable Giving

As citizens of the community in which we live and work, we recognize the importance of giving back. Below are a few of the organizations to which we lend our time and financial support.

A collection of our Charitable Giving partners