Create a Better Way

Taking Care of You

Money creates opportunities and more money often means more choices. We understand that everyone’s “ideal life” looks a bit different. Money simply is the power to get you where you want to go.

Wealth Management

As Wealth Managers, we use financial planning to understand when your money is needed and investment management to help ensure that your money is there when you need it.

Wealth management is so much more than asset allocation. “Set it and forget it” may work for the young, but as your life evolves you may be leaving money on the table. We add value by identifying assets that can grow for the long term, while ensuring you have the cash you need today. This takes the emotion out of investing and allows you to give yourself permission to let the long-term money grow.

As your fiduciary, we do the work to ensure investment expenses are kept low while doing the research to find the best opportunities. We have years of knowledge and may suggest investment strategies that weren’t on your radar. For those with taxable accounts, we’ll help you get the best after tax returns. And for those with retirement accounts, we’ll help you plan the most sensible distributions.

We have the experience, education, and tools to get you on your way.

Our Story

In 2001, Margaret Heydorn created a completely client focused investment firm. Heydorn|Stone Capital Management (formerly Heydorn Capital) was formed to be an independent Registered Investment Advisory (RIA) firm that would serve as a client fiduciary. Fiduciary firms are obligated to put client needs before their own.

She brought with her the best of her 30 years of experience at several prestigious financial firms advising wealthy individuals and institutions with their investment strategies and portfolios. Just prior to forming HSCM, she managed an investment division within the Private Bank of JPMorgan Chase which offered a similar investment product.

She recognized the opportunity to improve on the bank product as an independent advisor and to create a more objective, diversified, and client driven method of managing wealth. Alana Stone joined Margaret a short time later, and they continued to improve on the service with Alana’s knowledge, experience, and advanced technology skills. The result is a more personal experience for the people they serve.

From the beginning, Margaret believed that the success of the firm would be directly dependent on the happiness of its clients, not just in their investment experience but in their personal experience driven by the trust and confidence they had in their advisors. With client relationships that have expanded to children, grandchildren, siblings, relatives, and friends it is clear that goal of client satisfaction continues.

Margaret and Alana

Our Story

Margaret and Alana

In 2001, Margaret Heydorn created a completely client focused investment firm. Heydorn|Stone Capital Management (formerly Heydorn Capital) was formed to be an independent Registered Investment Advisory (RIA) firm that would serve as a client fiduciary. Fiduciary firms are obligated to put client needs before their own.

She brought with her the best of her 30 years of experience at several prestigious financial firms advising wealthy individuals and institutions with their investment strategies and portfolios. Just prior to forming HSCM, she managed an investment division within the Private Bank of JPMorgan Chase which offered a similar investment product.

She recognized the opportunity to improve on the bank product as an independent advisor and to create a more objective, diversified, and client driven method of managing wealth. Alana Stone joined Margaret a short time later, and they continued to improve on the service with Alana’s knowledge, experience, and advanced technology skills. The result is a more personal experience for the people they serve.

From the beginning, Margaret believed that the success of the firm would be directly dependent on the happiness of its clients, not just in their investment experience but in their personal experience driven by the trust and confidence they had in their advisors. With client relationships that have expanded to children, grandchildren, siblings, relatives, and friends it is clear that goal of client satisfaction continues.

Our Team

Margaret Heydorn is the Founder of Heydorn|Stone Capital Management, providing investment management and financial planning to clients in the tri-state area and across the country.

Before founding this firm in 2001, Margaret had almost 30 years of experience at some of this country’s most prestigious financial firms, including JPMorgan Chase (and predecessor firms), Bankers Trust (now Deutsche Bank), and Metropolitan Life. Most recently, at JP Morgan Chase, in addition to managing an investment division within the Private Bank, Margaret managed client investment portfolios, set investment policy, created strategic allocation parameters, and made investment selections for her division. She also served on the bank-wide Investment Policy Committee which was responsible for determining and coordinating investment policy across all of the various investment and brokerage divisions.

Margaret is a Certified Financial Planning™ (CFP®) professional; has held Series 7 and 63 licenses; attended NYU School of Finance, Law and Taxation; became a Certified Financial Services Counselor from Northwestern University National Graduate Trust School; and earned a BS in finance from St. John’s University.

Margaret and her husband enjoy spending time with their two giant Golden Doodles. Her most recent passion is oil painting which has allowed her to enjoy and exercise other areas of her brain.

Picture of a woman in glasses

Margaret Heydorn CFP®, Founder

Alana Stone is the Managing Partner of Heydorn|Stone Capital Management. Working in the financial services industry since 1994, Alana joined Margaret with the goal of providing a more satisfying experience for clients. Since 2004, she has worked daily to implement personalized investment and financial planning solutions to help all kinds of people meet their goals.

Alana has worked for some of the largest financial service providers including JPMorgan, Metropolitan Life and the Dreyfus Corporation. At JPMorgan she managed the Small Business Investment segment, moving the focus from “product-centered” to “needs-based” investing. Alana has carried this philosophy into her role as fiduciary, navigating financial waters putting the interests of her clients first. In her commitment to further the fiduciary standard, Alana also taught CFP® candidates for eight years at Pace University’s Lubin School of business, training countless other advisors to put the client first.

Prior to joining HSCM, Alana graduated from the University of Colorado with a concentration in Finance. She studied financial planning at the NYU School of Finance, Law, and Taxation, and is a CERTIFIED FINANCIAL PLANNING™ (CFP®) professional. During her career, she also earned a Series 7, 6 and 63 passed the Chartered Financial Consultant (ChFC) and Accredited Domestic Partnership Advisor (ADPA) exams.

Alana lives with her husband and two boys in Rye Neck, New York. She enjoys watching her sons play baseball and run track, and taking her dog to the park along the beautiful Long Island Sound.

a woman in orange shirt

Alana Stone CFP®,
Managing Partner

Lauren Mauro is the Director of Client Services at Heydorn|Stone Capital Management, working directly with clients and behind the scenes to provide a positive experience with the firm. Whether she is setting up new accounts, transferring assets, providing clients with access to our suite of electronic tools, or handling day-to-day client requests, she is there to make sure the experience runs smoothly. Lauren also works with our compliance and technology consultants to keep everything current and secure.

Lauren brings over 20 years of experience in managing businesses and ensuring client satisfaction. Prior to joining HSCM in June 2021, she was the General Manager for Carr Workplaces in Westchester, a provider of alternative workspace solutions. In addition to managing the financial aspects of the center, she was responsible for maintaining the center’s high standards of service to over 80 independent professionals and organizations, and providing a positive environment to welcome their own customers into the space. (It was here that Alana Stone met Lauren and was impressed by her skills in resolving complicated issues swiftly and pleasantly.)

Lauren previously held positions as a Client Relationship Manager and General Manager at various client service organizations, and is a Mercy College graduate.Lauren is well known in the business community; she has served as President of her local Rotary club, is a member of the Professional Women of Westchester and the Sleepy Hollow/Tarrytown Chamber of Commerce, and is a volunteer at the Warner Library in Tarrytown. Lauren and her partner enjoy taking their sailboat out on the Hudson River for sunset cruises, in addition to yoga, traveling, and spending time with family and friends.

A Woman With Blond Hair Smiling Headshot

Lauren Mauro,
Director of Client Services

Mathis LeBlanc holds a Master of Science in Personal Financial Planning, along with a certificate in Life-Centered Planning, from Texas Tech, considered by many to be the top financial planning program in the country.  Mathis has served as a Financial Coach at the Charles Schwab Foundation’s Personal Financial Planning Clinic and has been actively involved in the Personal Financial Planning Association (PFPA).

An extremely conscientious, detail-oriented planner, Mathis works behind the scenes and directly with clients to help us provide a seamless client experience.  Mathis is fluent in French and English. In his spare time he enjoys a good game of pickleball and attending live concerts.

A Man In A Blue Color Suit Smiling Headshot

Mathis LeBlanc,
Candidate for CFP® Certification
Financial Planner

Whether you’re someone who’s just getting started, or someone who doesn’t have the time or interest anymore – our clients are just like you.
Give us a call and let us help you.