Alana is Managing Partner and joined Heydorn Stone Capital Management LLC (formerly Heydorn Capital Management) in 2005.  She has over 20 years of financial services experience and is a Certified Financial Planner®.  Alana uses her experience to provide personalized investment and financial planning solutions to help clients meet their goals.  While at HSCM, she also trained CFP® candidates at Pace University's Lubin School of Business for eight years.

Prior to joining HSCM, Alana worked as a Vice President at JPMorgan.  There she managed Small Business Investments and Insurance, driving the business away from product-centric selling toward client-centered, needs based investing and insurance.

Before working at JPMorgan, Alana managed strategic marketing for high net worth clients at the Dreyfus Corporation.  She began her career in 1994 through MetLife's management training program where she headed-up the Small Business marketing department and was an executive planning board member. 

During her time at Dreyfus and MetLife, Alana earned a Series 7, 6 and 63.  Alana also passed the Chartered Financial Consultant (ChFC) exams and is an Accredited Domestic Partnership Advisor (ADPA).  She received her B.S. in finance from the University of Colorado and studied financial planning at the NYU School of Finance, Law, and Taxation, and is a CERTIFIED FINANCIAL PLANNING (CFP®) professional.

Alana Stone

Alana M. Stone, Managing Partner of Heydorn Stone Capital Management, LLC.