Partners to help you write your story.
Our Team
PRESIDENT & CO-FOUNDER
Marc Bernstein
Marc brings great passion and integrity to working with individuals, families, and institutions. As the President and Co-Founder of Stone Creek Advisors, he is committed to providing custom solutions that help his clients achieve their long-term financial goals. Marc has over 20 years of financial services experience, with much of his career spent at Manning & Napier where he was responsible for servicing up to $1 Billion in client assets primarily in Western New York. Prior to founding Stone Creek Advisors, Marc was a Partner/Vice President of Business Development with Sandhill Investment Management where he focused on building relationships with individuals, plan sponsors, endowments, foundations, and other professionals in the Western New York region and around the country.
Marc earned his BA in Psychology from State University of New York at Buffalo, graduating Magna Cum Laude and as a member of Phi Beta Kappa. Marc lives in Clarence Center, New York with his wife, Laurie, and their two sons. Marc and Laurie are dedicated to helping children and families affected by autism.
CHIEF INVESTMENT OFFICER & CO-FOUNDER
Kasey Wopperer
Kasey Wopperer, the Chief Investment Officer and Co-Founder of Stone Creek Advisors, earned her BS in both Finance and Marketing from Quinnipiac University. In the financial services industry for 15 years, she worked as a Portfolio Manager for international equity and ETF-based products at Manning & Napier. She then spent two years as a Partner and Director of Equity Research & Investments at an independent RIA in Rochester, New York. Looking to drop the commute and partner with like-minded individuals, she eagerly joined Marc at Stone Creek Advisors. She resides in Clarence Center, New York with her husband, Mike, and their three children.
Kasey is passionate about mentorship and spends her free time mentoring women entering the financial industry as well as female and minority founded start-ups. She believes that improving financial literacy among women and those in underserved communities is essential to increase empowerment and is actively working on ways to help.
DIRECTOR OF INVESTMENTS & PARTNER
Peter C. Borello, CFA
Peter C. Borello, CFA, the Director of Investments and Partner of Stone Creek Advisors, earned his BBA in Finance and MBA from St. Bonaventure University. Peter has over 16 years of experience in various roles in the investment industry. He began his career at a small investment firm in Rochester where he supported all functions of the business. Peter spent the past 13 years of his career at Manning & Napier. His roles included: global long/short equity analyst, thematic equity analyst, portfolio management analyst, technical analysis analyst, and option strategy portfolio manager. He has been a CFA® charterholder since 2010 and is certified in Investment Manager Selection by the CFA Institute.
Peter joined Stone Creek Advisors with a shared view that the world has fundamentally changed, and a macro-focused, data-driven, active asset allocation approach is needed to successfully navigate the future market environment. He resides in Albion, New York with his wife Kate and two daughters.
Peter has a passion for investing and helping clients achieve their financial goals. In his free time, he enjoys coaching his daughter’s soccer team and mentoring college students planning for careers in the investment industry.
CLIENT SERVICES ASSOCIATE
Sarah Ploskonka
Sarah Ploskonka, a Client Services Assoicate for Stone Creek Advisors, has over 13 years of business administration experience. Based in Seven Hills, Ohio, she showcases strength in managing administrative tasks, client relationships, and organizational operations honed through her roles at OneSeven LLC and the Michigan Bankers Association.
Her core competencies include exceptional communication abilities, organizational skills, and proficiency in clerical functions. Sarah holds a Bachelor of Business Administration degree from Southern New Hampshire University, with specializations in Organizational Leadership and Marketing.
Beyond her professional pursuits, Sarah is dedicated to community service. She actively volunteers at St. Mary's Polish National Catholic Church and participates in local food ministries in Parma, Ohio.
FINANCIAL PLANNER
Juan G. HernandezAriano, CFP®, CSLP®
Juan G HernandezAriano is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Student Loan Professional (CSLP®), Financial Analyst, and Engineer with a passion for education and delivering top quality services. He’s also member of the Board of Directors of the Financial Planning Association (FPA®) of Houston, where he serves as the current Chairman (2023-2024) as well as former President and Education Director.
In addition, Mr. HernandezAriano has served in multiple events by the Texas Department of Family and Protective Services (DFPS) helping foster children in the Greater Houston Area. He’s also part of Future Business Leaders of America (FBLA) as well as he’s constantly involved in community and research programs in South America through the Universidad Autónoma de Bucaramanga (UNAB).
He frequently collaborates with the media on different financial education and literacy news. He’s been featured in CNBC, Bloomberg, Telemundo, MarketWatch, InvestmentNews, Houston Chronicle, NPR, Financial Advisor Magazine, Nerdwallet, and The Independent UK, among others.
Mr. HernandezAriano is an avid golfer and tennis player. He grew up as a Boy Scout and is currently involved in the Saint John Vianney Catholic Church. Mr. HernandezAriano married his college sweet-heart, Claudia, in 2016. Together they have two children and currently reside in Houston, TX.