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Marketing & Client Service


sarah-schattner Sarah B. Schattner
Director of Marketing and Client Service
Sarah has more than 12 years of investment management experience. Prior to joining DeRoy & Devereaux, Sarah worked as Director of Marketing and Client Service for NorthPointe Capital. Her duties there included consultant relations and client service for Taft-Hartley, corporate, and public fund clients. Sarah received her Bachelor of Arts in Communications from the University of Michigan in 2005, graduating with honors.

Client Service

laree-perez Laree Perez
Vice President
Laree has spent more than 35 years in the investment industry.  Prior to joining DeRoy & Devereaux, she served as Managing Partner of the Medallion Company, LLC.  She is the former President and CEO of Medallion Investment Management Co. which was acquired by Loomis, Sayles & Co. where she then served as Vice President and Portfolio Manager.  Laree also served as Vice President at Merrill Lynch. Currently, Laree serves on the Leadership Council of the Mayo Clinic Arizona. Additionally, she sits on the Board of Directors of Martin Marietta Materials Inc. (a publicly traded company) where she is the Chair of the Finance Committee and also serves on the Audit and Environmental and Health and Safety Committees. Laree is also on the Board of Directors of a private company, Sunset Memorial Cemetery. Laree earned a BBA from Baylor University where she recently completed her service on the Board of Regents.
steven-lewis Steven H. Lewis
Vice President
Steven has been a private investor for more than 35 years. Prior to joining DeRoy & Devereaux, Steven was President and CEO of L&L Wine and Liquor Corporation, a Michigan based wine and spirits importer and distributor. During his tenure at L&L, Steven expanded a 5 county distributor into a state-wide operation and grew revenues from less than $15 million to $48 million annually. Steven was instrumental in the sale of L&L in 2007 to a multi-state distributor. In 2008, Steven founded S.H. Lewis Investments, LLC, which is a now inactive private holding company that was primarily focused on Private Equity and Limited Partnership investments. Steven holds a BS degree in Packaging and Marketing from Michigan State University.