Team

Stonehaven’s platform is a highly synergistic and entrepreneurial community of seasoned professionals led by a team of dedicated and experienced executives who have collectively completed a large number of global capital raising assignments.

Management

  • David Frank, CFA
    David Frank, CFA
    CEO & Managing Partner
  • Steven Jafarzadeh, CAIA
    Steven Jafarzadeh, CAIA
    Managing Director, CCO & Partner
  • Mark J. Sullivan, CFA
    Mark J. Sullivan, CFA
    Managing Director & Partner
David Frank, CFA
CEO & Managing Partner

David Frank is the CEO and Managing Partner of Stonehaven, LLC. Mr. Frank founded the Firm in 2001 and has spent over 15 years leading the strategic vision of the Firm, designing the overall architecture and infrastructure of the Firm’s platform, building and managing key relationships across the financial industry, spearheading due diligence on all capital raising mandates and direct investments, managing financial systems, collaborating with the Firm’s CCO to oversee important compliance matters, and working tirelessly with managers to raise capital among established investor relationships globally.

Mr. Frank has significant experience in a wide range of investment strategies across hedge funds, real estate, private equity, deal-specific private placements and long-only.  Mr. Frank is a frequent speaker on various topics in the alternative investment space.

Prior to founding Stonehaven, Mr. Frank worked in the Mergers & Acquisitions group of Robertson Stephens in San Francisco. Mr. Frank graduated with honors from the University of Michigan’s Ross School of Business with a B.B.A. Mr. Frank is a CFA charterholder, on the Executive Committee of the Investment Management Division of the UJA Federation, a member of Young Presidents’ Organization, and active with the New York Society of Security Analysts. Currently, Mr. Frank holds the Series 7, 24, 31, 66, 79 and 99 registrations with FINRA. Mr. Frank lives in Scarsdale, NY with his wife, son and daughter.

Steven Jafarzadeh, CAIA
Managing Director, CCO & Partner

Steven Jafarzadeh is a Managing Director, the CCO and a Partner of Stonehaven, LLC. Mr. Jafarzadeh contributes significantly to planning the overall strategic direction of the Firm, managing compliance, supervising operations, serving as the point person with FINRA, the SEC, the NFA and the MSRB, spearheading contract negotiations with all outside parties, creating and implementing systems that provide scale to the Firm’s platform, providing strategic guidance to employees and Affiliate Partners, and identifying and cultivating long-term, strategic relationships within the financial community. Mr. Jafarzadeh coordinates all cycle examinations with regulatory organizations as the Firm’s CCO and has maintained the Firm’s exemplary record through each regulatory exam despite the complexities of a dynamic regulatory landscape, a growing team, and a business model unique to regulators.

Prior to joining Stonehaven, Mr. Jafarzadeh was Head Trader for a boutique broker dealer in California and managed order flow from multiple in-house hedge funds, managed accounts and institutional equity sales channels. Mr. Jafarzadeh has also served in various compliance roles which have been instrumental regarding the launch and administrative maintenance of a Registered Investment Adviser, multiple onshore and offshore hedge funds, and managed accounts.

Mr. Jafarzadeh attended the University of Vermont with a focus in economics and earned a B.S. in Business Management from the University of Phoenix. Mr. Jafarzadeh is a CAIA charter holder, and is a member of the Chartered Alternative Investment Analyst Association. Mr. Jafarzadeh is also a Certified Regulatory Compliance Professional (CRCP), having earned this designation through the FINRA Institute at The Wharton School of the University of Pennsylvania. Mr. Jafarzadeh is also an elected member and Small Firm Representative of the FINRA-District 10 Committee which serves the greater metropolitan area of New York and its five boroughs. Mr. Jafarzadeh is also a member of the Board of Directors for the Third Party Marketers Association and serves as Director of Communications for the Regulatory Committee. Currently, Mr. Jafarzadeh holds the Series 7, 24, 31, 55, 63, 79 and 99 registrations with FINRA. Mr. Jafarzadeh lives in Greenwich, CT.

Mark J. Sullivan, CFA
Managing Director & Partner

Mark Sullivan is a Managing Director and Partner at Stonehaven, LLC. Mr. Sullivan works closely with Stonehaven’s CEO to spearhead origination and ongoing management of mandates while also playing a senior management role.

Prior to Stonehaven, Mr. Sullivan was the Director of US Sales Management at Man Investments Inc. where he coordinated product operations and development and managed related workflow across stakeholders including investment management, marketing, third party investors, service providers, legal, compliance, operations, reporting and management. Mr. Sullivan came to Man Investments Inc. following the acquisition of Ore Hill Partners LLC in May 2011, where Mr. Sullivan was a Partner and served as the firm’s CFO and COO for over 8 years. Mr. Sullivan built and managed all non-investment functions for the multi-product alternative asset management firm and was integral in helping grow the firm from $70 million to $3 billion AUM. Prior to Ore Hill Partners LLC, Mr. Sullivan worked for Credit Suisse First Boston / Donaldson, Lufkin & Jenrette within their Private Client Services division from 2000 to 2003. Mr. Sullivan also worked with Morgan Stanley Dean Witter in their Private Wealth Management division from 1998 to 2000.

Mr. Sullivan earned an M.B.A. from the Leonard Stern School of Business at NYU with a concentration in Finance and a B.A. in Economics from Boston College. Mr. Sullivan is a CFA charter holder and member of the CFA Institute and the New York Society of Security Analysts (NYSSA), where he serves as the Co-Chair of NYSSA’s Alternative Investments Interest Group. Currently, Mr. Sullivan holds the Series 3, 7, 24, and 63 registrations with FINRA. Mr. Sullivan lives in Larchmont, NY with his wife and four children.

Placement Agents

  • Matthew Mlinarich
    Matthew Mlinarich
    Director
  • Gerald Brant, CAIA
    Gerald Brant, CAIA
    Director
  • Joseph Azzaro, CFA
    Joseph Azzaro, CFA
    Director
  • Matthew Zuckerman
    Matthew Zuckerman
    Director
Matthew Mlinarich
Director

Mr. Mlinarich is a Director on the alternative investments distribution team of Stonehaven, LLC. Mr. Mlinarich manages institutional relationships and has more than 15 years of experience in the alternative investment space in sales, research and asset allocation.

Prior to joining Stonehaven, Mr. Mlinarich was Head of Alternative Investments and a member of the Investment Committee for FCE Group, a wealth management business with approximately $1.2B in AUM. Prior to FCE Group, Mr. Mlinarich held Senior Analyst positions at multiple family and multi-family offices where he was responsible for analyzing alternative investments, assisting with portfolio construction and sourcing hedge fund and private equity investment opportunities. Mr. Mlinarich’s experience overseeing alternative investments in the family office space includes time with Khronos LLC, Heritage Fund Management and Muirfield Capital Management. Prior to his family office experience, Mr. Mlinarich was a Junior Portfolio Manager at Union Bancaire Privée Asset Management where he co-managed the firm’s Global Equities product and maintained direct responsibility for the directional component of the firm’s Multi-Strategy portfolios. Mr. Mlinarich began his career in alternative investments as an Associate at Ivy Asset Management where he performed both quantitative and qualitative analysis for hedge fund and FoHF portfolios.

Mr. Mlinarich earned a B.S. in Consumer Economics from Cornell University. Currently, Mr. Mlinarich holds the Series 7, 31 and 63 registrations with FINRA.

Gerald Brant, CAIA
Director

Mr. Brant is a Director on the alternative investments distribution team of Stonehaven, LLC. Mr. Brant manages institutional relationships and has more than 17 years of experience in alternative investments capital raising and research.

Prior to joining Stonehaven, Mr. Brant was a Managing Director of Tangent Capital Partners, a global boutique investment bank focused solely on alternative investments. Prior to Tangent Capital Partners, Mr. Brant was a Managing Director focused on institutional client management and business development at NewOak Capital Advisors, a firm founded by the ex-head of Structured Finance at BlackRock which specializes in advisory services for complex financial assets. Prior to NewOak, Mr. Brant was Head of Marketing at Boston-based CypressTree Investment Management where he was instrumental in raising over $1B in hedge fund and leveraged finance related assets. Prior to CypressTree, Mr. Brant was a Principal at Probus Latam Advisory Group, a strategy consulting firm located in Rio de Janeiro, Brazil. Earlier in his career, Mr. Brant was at Merrill Lynch & Co. where he supported the Global Macro Strategy Research team and conducted research on financial markets with an emphasis on asset allocation and global investment strategy.

Mr. Brant earned an M.B.A. from the Fuqua School of Business at Duke University and a B.A. in Government & International Relations from Clark University. He speaks fluent French and Portuguese. Mr. Brant is a CAIA charter holder, and executive committee member of the NY Chapter of the Chartered Alternative Investment Analyst Association. Mr. Brant holds the Series 7, 31, 63 and 79 registrations with FINRA.

Joseph Azzaro, CFA
Director

Mr. Azzaro is a Director on the alternative investments distribution team of Stonehaven, LLC. Mr. Azzaro manages institutional relationships and has significant experience in credit and security analysis.

Prior to joining Stonehaven, Mr. Azzaro was an Assistant Vice President in the Credit Risk Management department of Deutsche Bank where he was the primary credit officer on a $700 million portfolio, evaluating the underlying credit risk of new transactions and monitoring credits for corporate events and overall credit risk. Previously, Mr. Azzaro was an Associate in the Leveraged Loan Portfolio group at Deutsche Bank and served as a junior portfolio manager. In this role, he was responsible for coordinating origination efforts, amendments, and refinancings among leveraged finance, capital markets, credit risk management, and the asset-based lending group.

Mr. Azzaro earned a B.S. in Finance from the University of Scranton. Mr. Azzaro is a CFA charter holder and member of the CFA Institute and the New York Society of Security Analysts (NYSSA). Currently, Mr. Azzaro holds the Series 7, 31 and 63 registrations with FINRA.

Matthew Zuckerman
Director

Mr. Zuckerman is a Director on the hedge fund distribution team within Stonehaven, LLC.  Mr. Zuckerman manages institutional relationships and has significant experience within business development for institutional asset management firms and alternative investments.

Prior to joining Stonehaven, Mr. Zuckerman worked as an Associate at Goldman Sachs under the head partner of the firm’s G10 FX securities business on the management and strategy team.  Prior to Goldman Sachs, Mr. Zuckerman worked in various sales roles at SkyBridge Capital, and was instrumental in obtaining multiple institutional accounts.  Mr. Zuckerman began his career as a Finance and Acquisitions Analyst at a subsidiary of Trilantic Capital Partners, formerly Lehman Brothers Merchant Banking.

Mr. Zuckerman earned a B.A. from Georgetown University and an M.B.A. from the University of Oxford.  Mr. Zuckerman currently holds the Series 7 and 63 registrations FINRA.

Operations

  • Patrick Nasr, CPA
    Patrick Nasr, CPA
    Controller
  • Domenic Miele
    Domenic Miele
    Vice President, Operations
  • Brittany Parisi
    Brittany Parisi
    Vice President, Operations
Patrick Nasr, CPA
Controller

Patrick Nasr is the Controller of Stonehaven, LLC.  Mr. Nasr spearheads all financial and accounting functions within the Firm while also playing a senior operations role.  Mr. Nasr has significant experience with U.S. Generally Accepted Accounting Principles, internal controls and SEC and regulatory reporting.

Prior to joining Stonehaven, Mr. Nasr was an Associate Director at Apollo Global Management, LLC where he was responsible for financial and management reporting, and worked closely with other teams within corporate finance, as well as fund controllers and the investor relations group, to ensure proper disclosure of all key transactions and earnings metrics. Previously, Mr. Nasr served as a Senior Manager within the Accounting and Regulatory Policy team at Morgan Stanley. Mr. Nasr started his career in public accounting with Deloitte & Touche LLP as an Audit Manager within the Audit and Enterprise Risk Services department, where he planned, supervised and performed audit functions for clients within the financial services industry.

Mr. Nasr earned a B.A. in Accounting from the University of San Diego where he graduated cum laude with honors. Mr. Nasr is a Certified Public Accountant.

Domenic Miele
Vice President, Operations

Domenic Miele is a Vice President of Operations at Stonehaven, LLC. Mr. Miele has extensive operations experience in the alternative investment space. Mr. Miele provides widespread support on daily operational functions, coordinates critical and timely data management across the Firm’s platform, assists with compliance, and supports recurring research and diligence initiatives.

Prior to joining Stonehaven, Mr. Miele had served as Operations Associate with Legg Mason’s Security Master Fund where he was responsible for conducting daily valuations of domestic and international equities, fixed income securities, and derivatives. Previously, Mr. Miele worked in multiple operational, due diligence and investor relations capacities within boutique organizations focused on structured lending, fund of hedge fund management and proprietary trading.

Mr. Miele earned a B.A. in Finance from IONA College. Mr. Miele holds a Field Examiner Certificate issued by the Commercial Finance Association. Currently, Mr. Miele holds the Series 7, 24, 31, and 63 registrations with FINRA.  Mr. Miele lives in Hartsdale, NY with his wife and three children.

Brittany Parisi
Vice President, Operations

Ms. Parisi is a Vice President of Operations at Stonehaven, LLC. She is instrumental in supporting management and the distribution team with multiple responsibilities relating to operations, information technology, investment marketing and client relations among various other duties.

Prior to joining Stonehaven, Ms. Parisi was a Financial Risk & Engineering Analyst at Barclays Capital where she interfaced with trading desks and senior credit officers to facilitate resolution of credit issues and specialized transactions.  She served as a key coordination liaison for the prime brokerage department, senior credit risk managers and internal business units regarding the targeting and implementation of system enhancements.  Prior to Barclays Capital, Ms. Parisi held analyst positions in prime brokerage and transaction services at Credit Suisse and Merrill Lynch.  Ms. Parisi also spent time as a Microfinance Consulting and Small Business Training intern at the Institute for the Competitiveness and Productivity of Puebla (IPPC).

Ms. Parisi earned a B.S. in International Business with a concentration in Finance from the D’Amore-McKim School of Business at Northeastern University where she was the recipient of the Dean’s Excellence Scholarship.  Ms. Parisi currently holds the Series 99 registration with FINRA.

Affiliate Partners

  • Adara Capital
    Adara Capital
    New York, NY
  • Brunel Advisors
    Brunel Advisors
    Sao Paulo, Brazil
  • Phase One Capital
    Phase One Capital
    New York, NY
  • Redan Capital, LLC
    Redan Capital, LLC
    Greenwich, CT
  • SandCap, LLC
    SandCap, LLC
    New York, NY
  • Singular Global
    Singular Global
    Miami, FL
  • Titanium Capital Group
    Titanium Capital Group
    New York, NY
  • Torrey Capital Group, LLC
    Torrey Capital Group, LLC
    San Diego, CA
Adara Capital
New York, NY

Managing Partner: Leslie Carranza

Strategy Focus: Hedge Funds, Private Equity, Real Estate

Geographic Coverage: United States, Canada; Europe

Website: adaracapital.com


Leslie Carranza  |  Managing Partner

stonehaven_leslie-carranzaLeslie Carranza is the Managing Partner of Adara Capital. Prior to founding Adara Capital, Ms. Carranza was a Managing Director of Ridgeway Capital Group, LLC. While at Ridgeway Capital, Ms. Carranza raised in excess of $275 million for alternative investment managers in the private equity and hedge fund arena both in developed and emerging markets. Prior to joining Ridgeway Capital in New York, Ms. Carranza served as an Executive Search Consultant conducting senior level assignments for a variety of private and public real estate owners, developers, private equity funds, family offices and investment managers. Prior to recruiting she served as an Account Executive with Bloomberg LP. Ms. Carranza spent the first eleven years of her finance career as an Institutional Taxable Fixed Income Salesperson for Merrill Lynch, J.P. Morgan and Cowan & Company.

Ms. Carranza earned an M.B.A. from Columbia University and a B.E. in Civil Engineering, graduating magna cum laude, from Villanova University. Ms. Carranza currently holds the Series 7, 63 and 79 registrations with FINRA.

Brunel Advisors
Sao Paulo, Brazil

Managing Partners: Daniel Rummery, Tim Chamberlain

Strategy Focus: Hedge Funds, Private Equity, Real Estate

Geographic Coverage: United States; South America with a focus in Brazil; Canada; Europe; Middle East; Asia

Website: bruneladvisors.com


Daniel Rummery  |  Partner & Co-Founder

drummery_105_x_120Daniel Rummery is a Partner and Co-Founder of Brunel Advisors. Prior to co-founding Brunel Advisors, Daniel set up LatAm Capital Partners in Sao Paulo when he moved to Brazil in 2013.

Daniel also co-founded Ridgeway Capital LLC in 2007. Ridgeway Capital, headquartered in New York, is a leading global placement agent. Daniel started his capital raising activities at TARA Capital, a European hedge fund marketing firm, where he focused on global asset raising with a focus on bringing international investors to Brazil. He was successful in raising over USD $1bn for Brazilian Managers, both funds and transactions. Mr. Rummery began his career at JP Morgan.

Mr. Rummery earned a B.A. from Bournemouth University in the U.K. Mr. Rummery lives in Sao Paulo, Brazil. Mr. Rummery currently holds the Series 7, 63 and 79 registrations with FINRA.


Tim Chamberlain  |  Partner & Co-Founder

tim_chamberlain__headshot_105x120Mr. Chamberlain is a Partner and Co-Founder of Brunel Advisors. Mr. Chamberlain has been based in Sao Paulo, Brazil since 2010 and since arriving in Brazil has been an investor and partner in an Agribusiness-focused finance firm, and later worked on the restructuring of a large Brazilian asset manager.

In late 2013, Mr. Chamberlain established his own firm, Cabrera & Company which was focused on capital raising within the alternative investment industry in Latin America. Mr. Chamberlain began his career with Euromoney Institutional Investor in Hong Kong in 2000, and later joined the hedge fund database company, Eurekahedge at its launch in Singapore in 2002. Mr. Chamberlain served in multiple roles at Eurekahedge and was instrumental in launching its capital raising business, Eureka Capital Partners, and opening their New York office in 2004.

Mr. Chamberlain received a B.Sc. from Oxford Brookes University in the UK. Currently, Mr. Chamberlain holds the Series 7 & 63 registrations with FINRA.


Henry Willans  |  Partner 


Mr. Willans is a Partner at Brunel Advisors, and works closely withhenry the Co-Founders, Daniel Rummery and Tim Chamberlain, in focusing on business development, advisory services and capital raising in the alternative investment industry.

Mr. Willans brings significant alternative investment experience to Brunel Advisors.  Prior to joining Brunel Advisors, Mr. Willans was an Executive Director and Global Head of Relationship Management for BTG Pactual’s Merchant Banking Group, based in Sao Paulo, where he led a global team responsible for all aspects of client activities and relationships across the Private Equity, Infrastructure, Real Estate and Timberland strategies.  Prior to BTG Pactual, Mr. Willans was an Executive Director at Goldman Sachs, where he led the Alternative Investments and Manager Selection (AIMS) Group in Latin America, and was portfolio manager for the group’s growth and emerging market private equity business, focusing on private equity primaries, secondaries and co-investments.  Prior to moving to Brazil, Mr. Willans was a Vice President within the AIMS Private Equity Group for Goldman Sachs based in London. Previously Mr. Willans was an Associate on the investment team for the Petershill Fund within Goldman Sachs Asset Management Division and an Analyst in the Investment Banking Division of Goldman Sachs. Prior to his financial career, Mr. Willans served as Project Officer for BAE systems and an Engineer for Nortel Networks.

Mr. Willans holds a Master of Engineering degree and a Master of Arts degree from the University of Cambridge, Trinity College.  Currently, Mr. Willans holds his Series 7 and Series 63 registrations with FINRA.

Phase One Capital
New York, NY

Managing Partner: Desmoine DeLancey West

Managing Director(s): Peter Rosenberg

Strategy Focus: Hedge Funds, Private Equity, Real Estate

Geographic Coverage: United States; Europe; Asia

Website: phaseonecap.com


Desmoine DeLancey West  |  Managing Partner

d.west_bio_105_x_120Desmoine DeLancey West is Managing Partner of Phase One Capital, LLC. Mr. West founded Phase One Capital in 2013 to become a preeminent full service capital raising firm focused primarily on middle and lower middle market private equity and real estate investment managers. Prior to founding Phase One, Mr. West was a Managing Director at Ridgeway Capital Group, a capital raising firm in New York City. While at Ridgeway, Mr. West led the private equity practice by originating private equity mandates, managing the projects, and marketing those funds.

Prior to joining Ridgeway in 2012, Mr. West was a Product Specialist for Alternative Investments with PineBridge Investments (formerly AIG Investments). From 2010 to 2012, his responsibilities included marketing private equity and private credit solutions to new and existing institutional investors. As an investment professional in the Private Funds Group of PineBridge Investments from 2007 until 2012, Mr. West was responsible for sourcing, performing due diligence, investing with and monitoring private equity fund investments. Prior to joining PineBridge Investments, Mr. West worked with the Mergers & Acquisitions Insurance Group of AIG in 2006. Prior his experience at AIG, Mr. West led the regional acquisitions team of the Brooke Corporation from 2004 until 2005. There his team successfully acquired 14 independent property and casualty insurance agencies.

His finance career began in 2003 with The Bank Street Group, a boutique investment bank in New York. Mr. West received a BA in English from the University of Tennessee, an MA in English from the State University of West Georgia and an MBA with dual concentrations in finance and accounting from the University of Chicago. Mr. West currently holds the Series 7 and 63 registrations with FINRA.


Peter Rosenberg  |  Senior Vice President

peter-rosenberg__web_small_105_x_120Mr. Rosenberg is a Senior Vice President at Phase One Capital, and works closely with the Managing Partner, Desmoine DeLancey West, focusing on business development and capital raising in the alternative investment space.

Mr. Rosenberg brings five years of alternative marketing experience to Phase One Capital. Previously, Mr. Rosenberg worked as the Director of Marketing at Waterloo Advisors, a hedge fund based in Ardmore, Pennsylvania. Prior to Waterloo, Mr. Rosenberg served as a Managing Director at Granite Hill Partners, a capital raising firm based in New York. In addition to capital raising, Mr. Rosenberg has 13 years of institutional equity sales experience with firms including UBS Securities, Soundview Technology, Robertson Stephens, and Wolfe Trahan. Mr. Rosenberg also spent four years as a Senior Auditor and CPA at Coopers & Lybrand.

Mr. Rosenberg received a B.S. in Accounting from Indiana University, and earned an M.B.A. from the Stern School of Business at NYU. Currently, Mr. Rosenberg holds the Series 7 & 63 registrations with FINRA.

Redan Capital, LLC
Greenwich, CT

Managing Partner: James J. Gallagher, Jr.

Strategy Focus: Hedge Funds, Private Equity

Geographic Coverage: United States


Jay Gallagher  |  Managing Partner 

stonehaven_james-gallagher-jrJay Gallagher is Managing Partner of Redan Capital, LLC. During his 15 years in the investment industry, Mr. Gallagher has extensively covered institutional investors and advised managers in a broad array of strategies regarding sales and marketing. Prior to establishing Redan Capital, Mr. Gallagher was a Principal at FletcherBennett, LLC, an outsourced business development and consulting firm for the hedge fund industry. Previously, he was Vice President of the Capital Introduction group at Bank of America Merrill Lynch, where he cultivated key institutional relationships in the endowment and consultant channels, as well as family office and fund of funds investors in the New York area and Southeastern United States. Prior to this role, Mr. Gallagher was Director of Marketing at Bennett Lawrence Management, an investment management firm which managed long/short equity hedge funds and traditional growth equity portfolios. Previously, Mr. Gallagher worked at Bear Stearns & Co. as well as Salomon Smith Barney in New York. Mr. Gallagher started his career in finance at Quick & Reilly.

Mr. Gallagher earned an M.B.A. in Finance from the University of Notre Dame and a B.A. in History from Dickinson College. Mr. Gallagher currently holds the Series 7 and 63 registrations with FINRA.

SandCap, LLC
New York, NY

Managing Partner: Jason Sander

Strategy Focus: Real Estate, Private Equity

Geographic Coverage: United States, Europe


Jason Sander  | Founding Principal

Jason Sander is the Founding Principal of SandCap, LLC.  Mr. Sander leads SandCap’s capital raising efforts which are focused on compelling investment opportunities within the real estate universe.

Prior to launching SandCap, LLC, Mr. Sander was a Managing Director of New Business Development for MHP Real Estate Capital, LLC where he was responsible for raising capital for MHP investment opportunities.  Prior to MHP, Mr. Sander worked on capital and deal sourcing assignments for several of the largest New York City based real estate private equity companies and real estate families.  Mr. Sander was previously VP, Capital Raising for Thor Equities, where he sourced the single largest equity capital commitment in Thor’s history, and worked on sourcing all of Thor’s direct deal equity capital in the U.S., Europe and Mexico.

Prior to MHP, Mr. Sander was a Principal at Mercury Capital Advisors, the former Merrill Lynch Private Funds Group.  Mr. Sander also worked for John A. Catsimatidis (Forbes 400), Chairman of the Red Apple Group and United Refining, where he was in charge of deal sourcing for URX.

Mr. Sander began his real estate career as VP, Emigrant Bank, the largest privately owned bank in the U.S., owned by The Milstein Family (Forbes 400).  Mr. Sander was the top producing real estate underwriter during his 4 years at Emigrant Bank.  Prior to Emigrant Bank, Mr. Sander worked for Merrill Lynch within their International Emerging Markets Group and within the Bear Stearns Global High Yield Group.

Mr. Sander earned a Master’s Degree in Public Policy from Columbia University’s School of International and Public Affairs (SIPA).  Additionally, Mr. Sander completed his advanced real estate studies at Columbia Business School, where he remains active in the alumni community.  Mr. Sander also holds a B.A. in Political Science from Tufts University where he received the John S. Gibson International Relations Award.  Currently, Mr. Sander holds the Series 7 & 63 registrations with FINRA.

Singular Global
Miami, FL

Managing Partner: David R. Sanchez

Managing Director(s): Jason Damm, James Murphy

Strategy Focus: Hedge Funds, Long-Only

Geographic Coverage: United States; South America with a focus in Brazil; Europe; South Africa; India

Website: singular-global.com


David R. Sanchez  |  Managing Partner & CEO

stonehaven_davidsanchezDavid R. Sanchez is the Managing Partner and CEO of Singular Global, Stonehaven’s first Affiliate Partner in 2004, and has been actively involved in Stonehaven’s capital raising activities. Based in Miami since 2005, Mr. Sanchez and his team have a client base in the US, Latin America, Europe, South Africa and India. The majority of the firm’s clients have been investors for ten years or more. Many have been with Mr. Sanchez since 1989.

From 1999 to 2005, Mr. Sanchez was President of Sanchez Global Advisors, LLC, a Registered Investment Advisor, based in Beverly Hills. Between 1994 and 1999, Mr. Sanchez was a Managing Director and International Financial Advisor to high net worth individuals, financial institutions and funds of funds at Bear Stearns & Company in Los Angeles.

From 1988 to 1994, Mr. Sanchez was Vice President at Merrill Lynch International in Beverly Hills as an International Financial Advisor and was an Eagle and Chairman’s Club member. From 1986 to 1988, Mr. Sanchez headed the Mergers & Acquisitions Department for Latin America as Vice President of Bankers Trust Company in NYC. From 1983 to 1986, Mr. Sanchez was an Assistant Treasurer in NYC with JP Morgan in the M&A/Financial Advisory Department.

Mr. Sanchez’s outside associations include:

  • Director and Shareholder of Arrowsmith, LLC, an offshore fund of funds established in 1989.
  • A shareholder and advisor to the founder of R Systems, an integrated Product Lifecycle Management (iPLM) company offering valued outsourcing services to Fortune 1000, Government and Mid-sized organizations and with operations in nine countries. Mr. Sanchez served on the R Systems board of directors from 2000 to 2009.
  • Currently serving on MLogica’s Board of Advisors, a Los Angeles based Enterprise Solutions consultant with operations in five countries.
  • President of the Yale Club of South Florida.
  • Mr. Sanchez serves as a leader in Yale’s Global Day of Service, acting as inaugural Global Chair for two years. Mr. Sanchez was also a member of Yale’s AYA Board of Governors for three years from 2009 to 2012.
  • Currently a member of Rotary International, Mr. Sanchez has established perpetual scholarship programs with over 40 Rotary Clubs, with West Point, and is active in global public health and endangered species projects.
  • President and CEO of the National Executive Service Corps of South Florida, one of 27 affiliates of a non-profit consulting services network founded in 1977 by David Rockefeller.

Mr. Sanchez earned an M.A. with honors and an M.Phil in Political Science from Yale University. Mr. Sanchez was a Fulbright Fellow, a Ford Foundation Fellow, a Tinker Fellow and a Yale Fellow while attending Yale University. Mr. Sanchez was elected President of the Graduate Professional Senate, LLC while at Yale and served on the AYA Board of Governors. Currently, Mr. Sanchez holds the Series 7, 63 and 79 registrations with FINRA.


Jason Damm  |  Senior Vice President 

jason_damm_websiteAs Senior Vice President and COO, Mr. Damm brings his experience working for Goldman Sachs in NYC and University of Miami business training to Singular Global’s operations. His analytical background and emphasis on technology and documentation provide the framework necessary for Singular Global to continue its rapid growth, delivering excellent service to the increasing list of clients the company serves.

Upon graduation from the University of Miami with a BBA in Finance and a minor in Marketing, Mr. Damm started his career working for Goldman Sachs in New York. Returning to Miami in 2013, Mr. Damm worked for a Real Estate Investment Trust with properties located in the Southeast US. He currently oversees his own personal portfolio of properties throughout Florida.

In May 2016, Mr. Damm earned his MBA from the University of Florida. In his free time, he enjoys playing basketball, boating, fishing, and running. He is also the vice president of the South Florida Sigma Chi Alumni Association and serves as a consultant on a pro bono basis for the National Executive Service Corps of South Florida.

Currently, Mr. Damm holds the Series 7 and 63 registrations with FINRA.


James Murphy  |  Senior Vice President

j._murphy_bio_websiteMr. Murphy is a Senior Vice President at Singular Global and focuses on US and Mexican clients. He also works closely with the CEO & Managing Partner, David R. Sanchez, to originate and sell select alternative investment opportunities.

Mr. Murphy is also involved with numerous entrepreneurial endeavors. He is an Executive Partner at Proton Enterprises which is a business incubator and non-traditional venture capital firm designed to accelerate the growth and success of companies through an array of support resources and services.

Mr. Murphy is also Chairman of EquityNet, as well as the Managing Partner of SlideMoor.

Mr. Murphy is involved in humanitarian endeavors serving as a Director with the LEVE Foundation, and Managing Partner with the Sitwayen Development Group, a social enterprise in Haiti focused on developing Haitian companies.

Mr. Murphy is also a certified Incubation Manager by the NBIA, and serves on the Board of Trustees for the Aurelian Honor Society, for Alpha Delta Phi, and the Yale Club of Southwest Florida.

Mr. Murphy earned a B.A. from Yale University. Currently, Mr. Murphy holds the Series 7 and 63 registrations with FINRA.

Titanium Capital Group
New York, NY

Managing Partner: Charles Schwartz III 

Strategy Focus: Financial Engineering

Geographic Coverage: United States; Europe; Asia


Charles Schwartz III  | Founder & Managing Partner

c.schwartz_-_website_photoMr. Schwartz is the founder and Managing Partner of Titanium Capital Group. Mr. Schwartz has developed and executed a variety of unique solutions and structured transactions throughout his 30-year career in derivatives, structured products, and alternative investments.

He started his career in 1985 at Bankers Trust, where he originated foreign currency structured products for the Market Transactions Group. From 1987-1993, he managed the marketing efforts of one of the financial affiliates of AIG. From 1993-1995, he managed the derivatives marketing business at Goldman Sachs for all capital markets clients. From 1996-1998, Mr. Schwartz worked at Union Bank of Switzerland (UBS) to manage the Global Strategic Financial Products Group, a cross-product group dedicated to solving client solutions. He re-joined AIG in 1999 to build and manage the structured products business at its hedge fund affiliate, AIG Trading Group, for 4 years until he started Titanium Capital in 2003.

Mr. Schwartz received his BA summa cum laude from Tufts University in 1981, an MA in International Affairs from Johns Hopkins University in 1984, and an MBA from The Wharton School, University of Pennsylvania in 1985. Mr. Schwartz currently holds the Series 3, 7, 63 and 79 registrations with FINRA.

Torrey Capital Group, LLC
San Diego, CA

Managing Partner: Rana Prasad, CAIA

Strategy Focus: Real Estate, Hedge Funds, Private Equity

Geographic Coverage: United States; Europe

Website: torreycapitalgroup.com


Rana Prasad  |  Founder & President


stonehaven_rana-prasadRana Prasad is Founder and President of Torrey Capital Group, LLC. Mr. Prasad leads Torrey Capital Group’s capital raising efforts on behalf of distinctive managers specializing in real estate and private equity funds. Prior to launching Torrey Capital Group, Mr. Prasad was an executive at Equastone, a private equity real estate firm, where he focused on building the firm’s relationships with RIAs, family offices, high net worth individuals, and the institutional investment community. Mr. Prasad previously spent years on Wall Street trading equities and also marketing sophisticated, hedged investments and arbitrage strategies to institutional investors. Mr. Prasad has raised approximately $800 million in assets during his career.

Prior to working in the financial services industry, Mr. Prasad played a key executive/sales role in an internet start-up company and also worked for Ernst & Young as a management consultant.

Mr. Prasad earned a B.S. in Systems Engineering from the University of Pennsylvania with a concentration in Finance and Management. Mr. Prasad is a CAIA charterholder, and is a member of the Chartered Alternative Investment Analyst Association. Mr. Prasad serves as a frequent public speaker on the topic of real estate and alternative investments. Currently, Mr. Prasad holds the Series 7, 24, 55, 63, and 79 registrations with FINRA.

 

William Bohannan  |  Senior Vice President


black and whiteWill Bohannan is the Senior Vice President of Torrey Capital Group. Mr. Bohannan focuses his efforts on capital raising activities for alternative investment managers and established real estate managers.

Prior to joining Torrey Capital Group, Mr. Bohannan worked for a multibillion dollar real estate and development group where he managed their capital raising efforts in the western United States. During this period he had the opportunity to develop relationships with operators and investment firms of various sizes and from various sectors. Mr. Bohannan has also spent a number of years working with institutional real estate investors during the most recent downturn, helping them recapitalize their investments and optimize their positioning in the markets during turbulent times. He has been able to add value to groups with project finance capital needs across the spectrum of size.

Mr. Bohannan spends most of his time in Scottsdale, Arizona where he enjoys golf, running and time outdoors. He graduated from the University of Arizona with a BS in Finance from the Eller College of Management. Mr. Bohannan currently holds the Series 7 and 63 registrations with FINRA.