The NEXUS of Capital
and Opportunity™

Our platform enables Affiliate Partners, companies, and investors to
strategically connect across the globe, leveraging our robust
infrastructure, intelligent NEXUS technology operating system and
collaborative community.

Founded in 2001 by David Frank, Stonehaven, LLC is an SEC
Registered Broker Dealer and FINRA Member Firm.

Infinite possibilities

We've curated a synergistic ecosystem of
specialists across all asset classes

We support a wide range of investment banking and placement agent services to help Affiliate
Partners strategically connect companies and investors.

210+ INVESTMENT OPPORTUNITIES

venture
capital

venture capital

32 Managers
40 Direct Deals

private
equity

private equity

22 Managers
26 Direct Deals

private
credit

private credit

17 Managers
11 Direct Deals

real
estate

real estate

27 Managers
27 Direct Deals

infra-
structure

infrastructure

Coming soon

hedge
funds

hedge funds

26 Managers

long-
only

long-only

5 Managers

public
companies

public companies

Coming soon

venture capital

32 Managers
40 Direct Deals

private equity

22 Managers
26 Direct Deals

private credit

17 Managers
11 Direct Deals

real estate

27 Managers
27 Direct Deals

infrastructure

Coming soon

hedge funds

26 Managers

long-only

5 Managers

public companies

Coming soon

OUR VALUES

We’re
dedicated to
our community
values

We embrace core values to
elevate our industry

Operational Excellence

We streamline the capital markets process by designing intelligent workflows and systems

Innovative & Intuitive Technology

We build a proprietary technology operating system to support the full needs of our community: NEXUS

Collaborative Community

We facilitate collaboration between all members of our community through technology and direct human engagement

PROFESSIONAL TEAM

We're a seasoned team of finance,
technology, legal, compliance, accounting
and operations professionals

Our team utilizes experience, insights, process and technology
to build and support a world-class platform

David Frank, CFA

CEO, Founder & Managing Partner

Steven Jafarzadeh, CAIA

Chief Compliance Officer

Mark J. Sullivan, CFA

Chief Growth Officer

Alex Brooks

Chief Technology Officer

Chris Yager, CPA

Chief Financial Officer

Brian Gaffney

Head of Due Diligence & Mandate Management

Brittany Boyd

Director of Partner Success

Clint McGowan

Director of Compliance

Daniel Hong

Director Of Business Development

Edward Corrao

Mandate Operations Counsel

Rishi Shukla

Product Owner

Vy Theologidy

Mandate Due Diligence & Operations Manager

Mohammad Athar, CA

Manager, Accounting

Roushan Rai

Associate, Finance

Gopi Krishnan

Associate, Finance

Soumya Sharma

Senior Associate, Legal Operations

Shubham Patel

Associate, Mandate Operations

Sushma K.

Associate, Mandate Operations

Sonali Srivastava

Associate, Operations

Akansh Sharma

Associate, Operations

Anna Petrova

Senior Developer

Kristina Yezhkova

Senior Developer

Alexei Pavlovski

Senior Developer

Vlad Dudko

Senior Developer

Arina Shishmintseva

Project Manager & Quality Assurance Analyst

Mikhail Feler

Technology Business Analyst

Gera Chykau

Technology Business Analyst

Bhavya Singh

Research and Data Analyst

Aditi Arora

Research and Data Analyst

Subodh Gaikward

Research and Data Analyst

Ved Swarnkar

Research and Data Analyst

Paras Chawda

Research and Data Analyst

We have a diverse community of
Affiliate Partners

Our Affiliate Partners are trusted investment banking and placement agent teams
who originate and distribute deals both individually and collaboratively.

Learn more

News

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The firm hosts roundtables and conferences in 40+ cities and 15+ countries where family offices interact and share ASKs. In parallel, 360 One Firm Capital forms strategic relationships with funds across asset classes to access or partner on deals, and helps them connect with family offices as potential limited partners.","spans":[]},{"type":"paragraph","text":"Prior to launching 360 One Firm Capital, Mr. Sanor partnered with a family office in co-founding Chiron Capital, a merchant bank focused primarily on PE investing with middle market funds, advisory to family offices, as well as operational roles in portfolio companies. The family office invested into MLV & Co. LLC, an independent full-service investment bank and institutional broker-dealer where Mr. Sanor became a Managing Director and Co-Head of Merchant Banking.","spans":[]},{"type":"paragraph","text":"Mr. Sanor began his career as a lawyer with Hahn Loeser in Cleveland, before moving into Corporate Finance at PriceWaterhouse, and becoming a Partner at Arthur Anderson and later Ernst & Young in their Transaction Advisory Services group responsible for Russia and the CIS and oversight on other emerging markets.","spans":[]},{"type":"paragraph","text":"Mr. Sanor graduated from Denison University with a B.A. in Political Science and History. Mr. Sanor earned his J.D. from the University of Michigan Law School, with a semester at Leiden University in the Netherlands studying EU and Russian law. For his alma maters, Mr. Sanor founded networking platforms (Denison Connecting! and Michigan Connecting!) with over 5,000 alumni participating so far at interactive events around the world.","spans":[]},{"type":"paragraph","text":"Mr. Sanor currently holds the Series 7, 79 and 24 registrations with FINRA.","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]},{"type":"paragraph","text":"","spans":[]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YY06nhEAACAAGBhL","uid":"adara-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY06nhEAACAAGBhL%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:45:38+0000","last_publication_date":"2022-08-29T10:13:12+0000","slugs":["adara-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"adaralogo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/91c31db5-4b7e-4bcc-a9e1-2e491b864c79_adaralogo.jpg?auto=compress,format","size":"10644","height":"32","width":"150"},"name":[{"type":"paragraph","text":"Adara Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Real Estate","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Leslie Carranza","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/leslie-carranza-9b40796\/","spans":[]}],"photo":{"link_type":"Media","name":"Leslie Carranza - Adara.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/dae17706-6f51-4e00-b9a1-15f60b50d879_Leslie+Carranza+-+Adara.jpeg?auto=compress,format","size":"14814","height":"295","width":"295"},"description1":[{"type":"paragraph","text":"Leslie 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.","spans":[]},{"type":"paragraph","text":"Prior to joining Ridgeway Capital in New York, Ms. Carranza served as an Executive Search Consultant conducting senior level assignments for a\u00a0variety 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.","spans":[]},{"type":"paragraph","text":"Ms. Carranza earned an M.B.A. from Columbia University and a B.E. in Civil Engineering, graduating magna cum laude, from Villanova University.","spans":[]},{"type":"paragraph","text":"Ms. Carranza currently holds the Series 7, 63 and 79 registrations with\u00a0FINRA.","spans":[{"start":72,"end":77,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YjBajBIAACIAu4Ku","uid":"arboreal-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YjBajBIAACIAu4Ku%22%29+%5D%5D","tags":[],"first_publication_date":"2022-03-15T10:47:41+0000","last_publication_date":"2022-08-29T12:40:22+0000","slugs":["arboreal-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Arboreal.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5f6bea68-47f9-49bd-914e-07c3d5abeb1c_Arboreal.png?auto=compress,format","size":"228323","height":"234","width":"1440"},"name":[{"type":"paragraph","text":"Arboreal Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Sandy, UT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.arborealcap.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Sean Lenz","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder and Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/slenz\/","spans":[]}],"photo":{"link_type":"Media","name":"linkedin Photo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6109dc3a-2a1b-4b82-8566-ffee452b68e8_linkedin+Photo.jpg?auto=compress,format","size":"27973","height":"175","width":"160"},"description1":[{"type":"paragraph","text":"Mr. Sean Lenz is a Co-Founder and Managing Director of Arboreal Capital LLC.\u00a0Mr. Lenz specializes in raising institutional capital for real estate sponsors, real estate projects, and other real asset investment opportunities.\u00a0He also specializes in raising capital for social and environmental impact opportunities.","spans":[]},{"type":"paragraph","text":"In Mr. Lenz\u2019s previous roles as a senior member of the real estate investment banking groups at Sutter Securities, Salem Partners, Cantor Fitzgerald, and BMO Capital Markets, Mr. Lenz has advised senior management teams on over $10 billion in merger, reverse merger, and divestiture transactions and more than $10 billion in debt and equity financings for public and private REITs, private real estate operators and developers and funds. Transaction experience has included initial public offerings, follow-on offerings, senior and subordinated notes, proprietary loans, and in excess of $5 billion in private capital raising assignments, his primary focus. Mr. Lenz has covered all sectors within the real estate space as well as infrastructure (including buy-side acquisition and asset management experience) and energy assets. Mr. Lenz began his career as an Analyst in Wachovia Securities\u2019 Real Estate Corporate Finance Group (Wells Fargo).","spans":[]},{"type":"paragraph","text":"Mr. Lenz graduated cum laude from the University of Richmond with majors in Finance and Leadership Studies. Mr. Lenz is also a Chartered Financial Analyst (CFA).","spans":[]},{"type":"paragraph","text":"Mr. Lenz and his wife Jennifer live near Salt Lake City, Utah where he enjoys skiing in the winter and mountain biking in the summer months.","spans":[]},{"type":"paragraph","text":"Mr. Lenz currently holds the Series 79, 7, and 63 registrations with FINRA.","spans":[{"start":69,"end":74,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"James Magowan","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder and Chief Executive Officer","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/james-magowan-364441\/","spans":[]}],"photo":{"link_type":"Media","name":"Arboreal - James.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/012cf665-1bc8-4026-a7de-73f406102f0d_Arboreal+-+James.png?auto=compress,format","size":"252353","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. James Magowan is a Co-Founder and Managing Director at Arboreal Capital. Mr. Magowan leads efforts to finance ESG qualified companies and projects across real assets (real estate, low carbon energy, infrastructure, forestry), resource efficiency, and financial services.\u00a0 He recently served as Co-Founder and interim CEO of Arboreal BV, a reforestation company that employs a biodiverse, permanent model to maximize carbon sequestration and landscape ecosystem restoration at scale.\u00a0 ","spans":[]},{"type":"paragraph","text":"Through Arboreal Capital and his previous roles at Sutter Securities, Security Research Associates, and Johnson Capital, Mr. Magowan has invested in, originated, structured, and capitalized companies in the sectors of renewable energy, resource conservation, healthcare, technology, cyber security, financial services, and real assets.\u00a0 Mr. Magowan has previously served as a strategic consultant to investors including The World Bank\/IFC, Inter-American Development Bank, and the Swiss Fund for Emerging Markets.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan serves on the Board of Directors of Merchants National Properties (owners of Marx Realty), a vertically integrated real estate and investment company controlled by the Merrill, Lynch, and Marx families since 1933.\u00a0 Merchants have interests in 3.4 million Square Feet of office and retail property principally in New York, Washington DC, Boston.\u00a0\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan serves on the Advisory Boards of Arboreal BV and Parker Maritime Technologies.\u00a0 He\u2019s a Partner at the Caribbean Climate Smart Accelerator and Vice President of a Private Family Foundation.\u00a0 He\u2019s a past appointee to the United States Department of Energy\u2019s Nuclear Advisory Committee. \u00a0Mr. Magowan speaks on impact investing at conferences globally. He has co-organized the Investing in Deep Decarbonization Conferences since 2017 in San Francisco, New York, and Amsterdam. ","spans":[]},{"type":"paragraph","text":"Mr. Magowan is an honors graduate with a Bachelor of Arts from Harvard University and earned a Master of Business Administration from the International Institute for Management Development (IMD).\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan holds the Series 7 and 63 registrations with FINRA.","spans":[{"start":57,"end":62,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/"}}]}]}],"affiliate":[{"category":null}]}},{"id":"YY0ygxEAACMAF_GM","uid":"arche-investments-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0ygxEAACMAF_GM%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:11:03+0000","last_publication_date":"2022-07-26T17:37:26+0000","slugs":["arche-investments-llc","miami-fl","arche-investments"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Arche Investments Logo Cropped 25.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/eff30880-3c24-4864-9daa-58028d5bb8aa_Arche+Investments+Logo+Cropped+25.jpg?auto=compress,format","size":"16261","height":"63","width":"150"},"name":[{"type":"paragraph","text":"Arche Investments LLC","spans":[]}],"location":[{"type":"paragraph","text":"Miami, FL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit,\u00a0 Venture, Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Jamil French","spans":[]}],"tag":[{"type":"paragraph","text":"CEO and Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/legalcapintro\/","spans":[]}],"photo":{"link_type":"Media","name":"Jamil.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/652a923d-d6d4-48bb-912f-7f8ce971b01c_Jamil.jpeg?auto=compress,format","size":"28899","height":"450","width":"450"},"description1":[{"type":"paragraph","text":"Jamil French is a capital introduction specialist and legal advisor.\u00a0 He is the Founder and Chief Executive Officer of ARCHE INVESTMENTS, an innovative capital introduction advisory firm.\u00a0\u00a0French is a Harvard-trained attorney in Miami with 20 years of Wall Street experience and holds Series 7 and 63 brokerage licenses on the Stonehaven brokerage platform.","spans":[]},{"type":"paragraph","text":"Mr. French is a Partner in the Private Funds Group of FisherBroyles, LLP, an AmLaw 200TM\u00a0firm, and is admitted to practice law in Florida, New York and before the United States Supreme Court. Over\u00a0the course of his legal career, French has developed relationships with large and small fund managers, family offices, blue chip companies, investment banks, lending and investing institutions. From each of his roles he has gained a deep understanding of the challenges facing the investment community and the ability to help business partners find effective solutions.","spans":[]},{"type":"paragraph","text":"Mr. French received an A.B.,\u00a0cum laude, from Princeton University and a J.D. from Harvard Law School where he served as a submissions editor for the Harvard International Law Journal. In 2018, Institutional Investor Magazine named French a \u201cHedge Fund Rising Star\u201d--an elite list of young professionals making waves in the hedge fund industry. In 2015, the Minority Corporate Counsel Association named French a \u201cRising Star\u201d recognizing his career excellence and commitment to social justice.","spans":[{"start":29,"end":38,"type":"em"}]},{"type":"paragraph","text":"Mr. French serves as Chairman of the Hedge Fund Association\u2019s Family Office Committee and as a Global Director of Wembley Partners Global Holdings Inc.","spans":[]},{"type":"paragraph","text":"Mr. Jamil French currently holds the Series 7 and 63 registrations with FINRA.","spans":[{"start":72,"end":77,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YY064REAACAAGBl6","uid":"artis-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY064REAACAAGBl6%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:46:44+0000","last_publication_date":"2022-08-29T13:17:16+0000","slugs":["artis-advisors-llc","artis-llc","washington-d.c.--chicago-il"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"artiscapitallogotrans-300x285.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/2b420acd-0586-49fa-924e-38a30167fcf3_artiscapitallogotrans-300x285.jpg?auto=compress,format","size":"8250","height":"101","width":"106"},"name":[{"type":"paragraph","text":"Artis Advisors, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Washington, D.C. & Chicago, IL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate, Private Equity","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Brian R. Gill","spans":[]}],"tag":[{"type":"paragraph","text":"Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brian-gill-19a8891\/","spans":[]}],"photo":{"link_type":"Media","name":"Brian.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/6e294cc9-3621-4c9b-90cb-09b5c38b4fd9_Brian.jpeg?auto=compress,format","size":"17096","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Brian Gill is a co-founding Partner of Artis. Mr. Gill works primarily in sourcing and executing compelling real estate investment opportunities.","spans":[]},{"type":"paragraph","text":"Prior to the formation of Artis, Mr. Gill was a co-founding Managing Director of Kalorama Realty Capital, a predecessor company to Artis. Before forming Kalorama, Mr. Gill was an Associate Director at Cushman & Wakefield, where his transaction volume exceeded $500 million. Prior to Cushman & Wakefield, Mr. Gill acquired and financed over $150 million in multifamily properties at Bonaventure Realty Group, where he rose from Analyst to Vice President.","spans":[]},{"type":"paragraph","text":"Mr. Gill serves as an Adjunct Professor of Finance and Real Estate at Georgetown University's McDonough School of Business and has also taught MBAs at George Washington University. Mr. Gill holds Master's degree in business and economics from Northwestern University and the London School of Economics and a BA from the University of South Florida. He is an active member of the Urban Land Institute (ULI) and the Pension Real Estate Association (PREA). ","spans":[]},{"type":"paragraph","text":"Mr. Gill currently holds the Series 7, 24, 63 and 79 registrations with\u00a0FINRA.","spans":[{"start":72,"end":77,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Samuel S. Glass","spans":[]}],"tag":[{"type":"paragraph","text":"Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/samglass\/","spans":[]}],"photo":{"link_type":"Media","name":"Sam.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e1df5636-feb1-4442-9352-7d04e4d786f4_Sam.jpeg?auto=compress,format","size":"17339","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Samuel Glass is a co-founding Partner of Artis. Mr. Glass works primarily in sourcing and executing compelling real estate investment opportunities.","spans":[]},{"type":"paragraph","text":"Prior to the formation of Artis LLC, Mr. Glass was a co-founding Managing Director of Kalorama Realty Capital, a predecessor company to Artis LLC. Previously, Mr. Glass worked for Federal Capital Partners (FCP), a real estate private equity firm which has acquired more than $2 billion of real estate assets and debt in the mid-Atlantic. At FCP, Mr. Glass' responsibilities included financial projections, asset management, investor relations, acquisitions and capital events (dispositions and refinancings).","spans":[]},{"type":"paragraph","text":"Before\u00a0joining FCP,\u00a0Mr. Glass was\u00a0an\u00a0Investment\u00a0Analyst with The World\u00a0Bank's Pension\u00a0Investments Department, where he focused on limited partnership investments and co-investments with sponsors of private equity and real\u00a0estate investment\u00a0funds. Mr. Glass'\u00a0prior\u00a0experience\u00a0also\u00a0includes two stints\u00a0at JPMorgan Chase & Co. in investment banking and real estate principal investing, respectively.","spans":[]},{"type":"paragraph","text":"Mr. Glass received his MBA from Columbia Business School and BA from Yale University. He is an active member of PREA and the DC Real Estate Group. ","spans":[]},{"type":"paragraph","text":"Mr. Glass currently holds Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"YbJURhEAACEABWmd","uid":"aureate-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJURhEAACEABWmd%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T19:08:57+0000","last_publication_date":"2023-03-02T18:49:52+0000","slugs":["aureate-capital","aureate-capital-llc","mc-aureate-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Aureate-Capital-(H-Line-logo) blk back.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/94e2fc9b-afff-46c2-bb85-9135f4b02421_Aureate-Capital-%28H-Line-logo%29+blk+back.jpg?auto=compress,format","size":"46548","height":"227","width":"879"},"name":[{"type":"paragraph","text":"Aureate Capital","spans":[]}],"location":[{"type":"paragraph","text":"Healdsburg, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Real Estate, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Austin Milliken","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/austinmilliken\/","spans":[]}],"photo":{"link_type":"Media","name":"Austin.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/55163d26-dc07-4739-816d-c08163ba179b_Austin.jpeg?auto=compress,format","size":"117066","height":"600","width":"600"},"description1":[{"type":"paragraph","text":"Mr. Austin Milliken is the Co-founder and Managing Member of Aureate Capital. Aureate Capital is San Francisco Bay-based and provides early-stage cannabis, fintech, crypto, and entertainment companies advisory and capital raising services.","spans":[]},{"type":"paragraph","text":"Mr. Milliken has 20 plus years of experience in trading, asset management, consulting, financial advisory, and capital raising. Most recently he has been working as an HNW investment advisor and portfolio manager. Additionally, he provides fractional CFO services for early-stage companies in the San Francisco Bay Area.","spans":[]},{"type":"paragraph","text":"Mr. Milliken started his career at Montgomery Securities (Banc of America) on the institutional listed trading desk before moving to hedge fund portfolio management. The bulk of his hedge fund life was spent at Parallax Fund in San Francisco as a derivatives volatility trader and portfolio manager.","spans":[]},{"type":"paragraph","text":"Mr. Milliken studied Economics at Columbia University, is a certified FRM, and currently holds Series 7, 63 and 65 registrations with\u00a0FINRA.","spans":[{"start":134,"end":140,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"Chris Cummock","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/christopher-cummock\/","spans":[]}],"photo":{"link_type":"Media","name":"Chris.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/1e0edb65-37f6-44ab-9a0e-fc87f6e2aa26_Chris.jpeg?auto=compress,format","size":"32007","height":"400","width":"400"},"description1":[{"type":"paragraph","text":"Mr. Chris Cummock is the Managing Director of Aureate Capital. Aureate Capital is San Francisco Bay-based and provides early-stage cannabis, fintech, crypto, and entertainment companies advisory and capital raising services.","spans":[]},{"type":"paragraph","text":"Prior to Aureate Capital , Mr. Cummock was an Investment Advisor at Tamalpais Asset Management, LLC. Mr. Cummock was the Principal for the Family Office Wealth Management and Investments at Cummock Asset Management. Mr. Cummock was the Co-Founder, CCO, and Managing Director at Onsa (formerly TokenValut and Vaultbank).","spans":[]},{"type":"paragraph","text":"Prior to Onsa, Mr. Cummock was an Associate and Analyst and Investors Capital Partners focusing on relationships with counterparties which included all bulge banks for credit transactions, major brokerages for syndicate as well as day-trading operations to mitigate counterparty-risk for larger trades over $10M notional. Previously, Mr. Cummock served as a Senior Finance, Business & Data Analyst for Newbuilds at Royal Caribbean Cruises, Ltd. \u00a0Mr. Cummock previously worked with ThyssenKrupp, Cross Keys Capital, LLC in the finance sector. Mr. Cummock was a Paralegal at Jerome Reisman PA and a Development Project Manager and Real Estate Broker at Holly Real Estate.","spans":[]},{"type":"paragraph","text":"Mr. Cummock has obtained his B.A in Global Business at the University of Southern California. He has also obtained a Master\u2019s in Finance and an International Master\u2019s in Business Administration from the Florida International University.","spans":[]},{"type":"paragraph","text":"Mr. Cummock currently holds Series 7, 63 and 65 registrations with\u00a0FINRA.","spans":[{"start":67,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"David Gutterman","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/davidgutterman1\/","spans":[]}],"photo":{"link_type":"Media","name":"Aureate - David.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/646ea1ab-b2c9-487b-b185-335771ff643d_Aureate+-+David.png?auto=compress,format","size":"366219","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. David Gutterman is a Managing Partner at Aureate Capital. Aureate Capital is San Francisco Bay-based and provides early-stage cannabis, fintech, crypto, and entertainment companies advisory and capital raising services.","spans":[]},{"type":"paragraph","text":"Mr. Gutterman focuses on capital raising, strategic consulting and mergers and acquisitions for early-stage companies in a variety of sectors including cannabis, fintech, technology and alternative investments such as crypto, blockchain, Web 3.0 and NFTs.","spans":[]},{"type":"paragraph","text":"Prior to joining Aureate Capital in November 2021, Mr. Gutterman was an investment banker and head of capital markets at MJC Partners in Los Angeles. While at MJC Partners, the Company was the most active placement agent for community banks in the Western U.S., ranking 1st in private placements (equity & debt) while he was there. Mr. Gutterman was lead execution on eight bank equity capital raise transactions for a total of $134M in deal value and seven bank debt capital raise transactions for a total of $99M in deal value. Mr. Gutterman also worked on 12 closed M&A transactions for over $470M in deal value. ","spans":[]},{"type":"paragraph","text":"Prior to joining MJC Partners, Mr. Gutterman was a financial institutions group investment banker for Sterne Agee in Newport Beach where he focused on mergers and acquisitions and equity advisory for bank and non-bank specialty lender clients. Prior to joining Sterne Agee, Mr. Gutterman was a technology group investment banker for Arbor Advisors in Palo Alto where he focused on mergers and acquisitions for private technology companies. Prior to joining Arbor Advisors, Mr. Gutterman worked with JP Morgan Securities in their private client services division and with Deutsche Bank in their structured finance division. ","spans":[]},{"type":"paragraph","text":"Mr. Gutterman graduated from University of Southern California\u2019s Marshall School of Business where he holds both a Master of Business Administration and Bachelor of Science. ","spans":[]},{"type":"paragraph","text":"Mr. Gutterman, his wife Natalie, and daughter Eliana live in Manhattan Beach, CA. Mr. Gutterman most enjoys spending time with family, playing and watching sports and hosting events for his friends. ","spans":[]},{"type":"paragraph","text":"Mr. Gutterman currently holds the Series 7, 79, 63 and 66 registrations with FINRA. \u00a0","spans":[{"start":77,"end":82,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]},{"type":"paragraph","text":"\u00a0","spans":[]}]},{"name1":[{"type":"paragraph","text":"John Davis","spans":[]}],"tag":[{"type":"paragraph","text":"Director of Secondaries of Shares Trading","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/john-davis-4779049\/","spans":[]}],"photo":{"link_type":"Media","name":"Aureate - John.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/4dace91f-82b3-454b-b937-81248162ff51_Aureate+-+John.png?auto=compress,format","size":"355227","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. John Davis is Director of Secondaries of Shares Trading with Aureate Capital. Aureate Capital is an investment advisory and financial consulting firm, based in San Francisco, California. They focus on the technology, fintech, cannabis, and alternative investment fund sectors, and they are constantly searching for various disrupting propositions.","spans":[]},{"type":"paragraph","text":"Mr. Davis priorly worked as financial advisor with Edward Jones, leader in the financial-services industry. They offer investments services that align with their philosophy of diversifying quality investments and holding them for the long-term. Their investments include stocks, bonds, mutual funds, CDs, annuities, insurance, Roth and Traditional IRAs, 529 education savings plans, 401k rollovers, SEP IRAs, advisory services, estate considerations, trust services and borrowing solutions and had 2.9 years. of experience from Edward Jones. Mr. Davis has also worked with New York Life Securities as a Financial Advisor for 1.5 years. Earlier to that, Mr. Davis worked with The Benchmark Company for 3.8 years in Institutional Trading and before that JMP Group as Director of Institutional Trading gaining 3.6 years of experience. Mr. Davis has worked with Jones & Assoc. as an Institutional Trading.","spans":[]},{"type":"paragraph","text":"Mr. Davis also has experience with companies like First New York Securities as Trading, Bank of America Securities as Managing Director, Institutional Trading and Montgomery Securities as the Vice President, Institutional Trading.","spans":[]},{"type":"paragraph","text":"Mr Davis had his education in Bachelor of Arts in Economics for Columbia University in the city of New York.","spans":[]},{"type":"paragraph","text":"Mr. Davis currently has Series 7, 55, 63 and 66 registrations with FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"Matthew Balaker","spans":[]}],"tag":[{"type":"paragraph","text":"Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/matthew-balaker-047aab5","spans":[]}],"photo":{"link_type":"Media","name":"Matt B - Aureate.jfif","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/bf673ec4-ce75-4518-95b7-f0505b48d052_Matt+B+-+Aureate.jfif?auto=compress,format","size":"10611","height":"267","width":"200"},"description1":[{"type":"paragraph","text":"Mr. Matthew Balaker is a partner with Aureate Capital LLC.\u00a0","spans":[]},{"type":"paragraph","text":"Aureate Capital is a San Francisco Bay-based investment bank that provides capital raising and M&A advisory to its clients.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Matthew brings over 15 years of experience in the investment industry and has participated in hundreds of transactions as an investment officer and portfolio manager. He speaks at several industry conferences, often discussing issues related to private investment funds. Prior to Joining Aureate, Mr. Matthew was a founding member of CAIA's Southern California Educational Chapter.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Balaker holds the Chartered Alternative Investment Analyst (CAIA) designee and a BA in business economics from the University of California, Los Angeles (UCLA). He earned his MBA at the USC Marshall School of Business.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Balaker currently has series 7 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"},{"category":"hedge-funds"},{"category":"private-credit"}]}},{"id":"YYUfoxEAACIANBU2","uid":"bg-partners-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YYUfoxEAACIANBU2%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-05T12:15:35+0000","last_publication_date":"2022-09-02T13:32:50+0000","slugs":["bg-partners-llc","stamford-ct","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"BG_Partners_LLC_Logo-1.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8cbcb247-8508-4719-890f-a60844c4b0ba_BG_Partners_LLC_Logo-1.jpg?auto=compress,format","size":"12976","height":"150","width":"150"},"name":[{"type":"paragraph","text":"BG Partners, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Stamford, CT","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Peter Bergen","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/pjbergenjr\/","spans":[]}],"photo":{"link_type":"Media","name":"Peter.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/49c4cc4f-6140-4f76-9bed-5a1029070220_Peter.jpeg?auto=compress,format","size":"12686","height":"360","width":"360"},"description1":[{"type":"paragraph","text":"Peter Bergen is a Co-Founder of and Managing Member of BG Partners, LLC, a capital raising firm focusing on assets for niche alternative investment managers in North America. Mr. Bergen has over 30 years of experience in the financial services industry.","spans":[]},{"type":"paragraph","text":"Prior to forming BG Partners, Mr. Bergen served in various senior institutional business development, sales and relationship onboarding roles.","spans":[]},{"type":"paragraph","text":"Mr. Bergen his career on the equity trading floor of the New York Stock Exchange (NYSE) and served in institutional sales and trading roles within fixed income and equity products at several NYSE Member firms.","spans":[]},{"type":"paragraph","text":"Mr. Bergen holds a B.A. from Roanoke College. ","spans":[]},{"type":"paragraph","text":"Mr. Bergen currently holds the New York State Insurance licenses, as well as the Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":116,"end":122,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Thomas Gatto","spans":[]}],"tag":[{"type":"paragraph","text":"Co-Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/thomasgatto\/","spans":[]}],"photo":{"link_type":"Media","name":"Gatto.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/1467c5cc-1810-4fb5-8745-df6ee8a0e83d_Gatto.jpeg?auto=compress,format","size":"16082","height":"321","width":"321"},"description1":[{"type":"paragraph","text":"Tom Gatto is a Co-Founder and Managing Member of BG Partners, LLC, a capital raising firm focusing on raising assets for niche alternative investment managers in North America. Mr. Gatto has 30 plus years of experience in the financial services industry.","spans":[]},{"type":"paragraph","text":"Prior to forming BG Partners, Mr. Gatto was a Director at Artivest, a fintech platform connecting HNWI individuals, advisors and families to private equity, hedge funds and real estate. Prior to Artivest, Mr. Gatto was Head of Advisor Relations at Gotham Asset Management where he was responsible for distributing Gotham's liquid and private strategies to the intermediary marketplace. Mr. Gatto also had roles at PIMCO and BlackRock where he helped grow the retail channel and was the Northeast Divisional Manager at BlackRock.","spans":[]},{"type":"paragraph","text":"Mr. Gatto graduated from Fairfield University with a B.A. in Economics and received the Certified Investment Management Analyst (CIMA) designation at The Wharton School. ","spans":[]},{"type":"paragraph","text":"Mr. Gatto holds the series 3, 7, 24, and 63 registrations with\u00a0FINRA.","spans":[{"start":63,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"YY07vBEAACIAGB19","uid":"black-pearl","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY07vBEAACIAGB19%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:50:23+0000","last_publication_date":"2022-09-02T13:39:16+0000","slugs":["black-pearl","tampa-bay-fl"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"BlackPearl_Logo2 (2).jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/7640b23d-7612-4492-97fe-e93ed4b9deeb_BlackPearl_Logo2+%282%29.jpg?auto=compress,format","size":"9570","height":"38","width":"150"},"name":[{"type":"paragraph","text":"Black Pearl","spans":[]}],"location":[{"type":"paragraph","text":"Tampa Bay, FL","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Direct Deals, Real Estate","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Francisco J. S\u00e1nchez","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/francisco-sanchez-89015b\/","spans":[]}],"photo":{"link_type":"Media","name":"black-pearl.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/9897ffb5-20ca-447a-b153-26888ac341f3_black-pearl.jpg?auto=compress,format","size":"36475","height":"225","width":"225"},"description1":[{"type":"paragraph","text":"Francisco J. S\u00e1nchez served as Under Secretary for International Trade at the U.S. Department of Commerce, a post he was nominated to by President Barack Obama in 2009. As Under Secretary, Mr. S\u00e1nchez lead the International Trade Administration. As one of the architects of the President's National Export Initiative (NEI), with the ambitious goal of doubling U.S. exports by the end of 2014, Mr. S\u00e1nchez directed programs and policies that promote and protect the competitiveness of American businesses. Under his leadership, working with partners in government, U.S. exports reached all-time highs in both 2011 and 2012.","spans":[]},{"type":"paragraph","text":"During the Clinton Administration, Mr. S\u00e1nchez served as the Assistant Secretary for Aviation and International Affairs at the U.S. Department of Transportation. Mr. S\u00e1nchez previously served in the White House as a Special Assistant to President Clinton and Chief of Staff to the Special Envoy to the Americas.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez also spent more than 15 years working with several leading consulting companies on projects involving negotiation strategy and training, most recently as a partner with CMPartners. Among his private-sector achievements, Mr. S\u00e1nchez served as a consultant to the President of Ecuador in negotiations that led to the resolution of a long-running border dispute with Peru.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez was named one of the 100 Most Influential Hispanics by Hispanic Business Magazine and also one of the top Hispanics nationwide by Poder Magazine. Mr. S\u00e1nchez is on the board of directors for the Overseas Private Investment Corporation (OPIC) and is a member of the Council of Foreign Relations. Currently, Mr. S\u00e1nchez sits on the board of directors of Archer Daniels Midland.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez has been awarded the National Point of Light Award and the Governor\u2019s Point of Light Award for Outstanding Community Service. In 2010, he was named to the National Hall of Fame for the Boys and Girls Club of America. S\u00e1nchez obtained his B.A. and J.D. from Florida State University and a Master\u2019s in Public Administration from the Kennedy School of Government at Harvard University.","spans":[]},{"type":"paragraph","text":"Mr. S\u00e1nchez currently holds the Series 7 and 63 registrations with\u00a0FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"real-estate"}]}},{"id":"YYUgohEAACUANBlL","uid":"cca-global-capital-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YYUgohEAACUANBlL%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-05T12:16:44+0000","last_publication_date":"2022-09-02T15:03:01+0000","slugs":["cca-global-capital-group","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"1.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/476fe2ab-04a2-4196-bba1-5498032ff3f5_1.png?auto=compress,format","size":"84437","height":"1164","width":"2048"},"name":[{"type":"paragraph","text":"CCA Global Capital Group","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Venture Capital","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/ccaglobalcapital.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Tyra Jeffries","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/tyra-jeffries-8293a118\/","spans":[]}],"photo":{"link_type":"Media","name":"Tyra.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/28b867c8-20f6-43d9-964d-e64978a5b4d9_Tyra.jpeg?auto=compress,format","size":"90974","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Ms. Tyra Jeffries is the Founder and Chief Executive Officer of CCA Global Capital Group (previously CreativeCap Advisors), a global business advisory firm for asset managers. She is an experienced and recognized advisor to funds from around the world and works with new launches to more established fund managers. She works with executives by helping them understand how to build their companies through various initiatives and further evolve their investment companies. In addition, she has spearheaded business development efforts to help firms uncover new avenues of growth. Her team also provides outsourced investor relations solutions to select clients.","spans":[]},{"type":"paragraph","text":"The company launched the world\u2019s first global emerging manager incubator and has worked to build a global ecosystem of high-potential emerging managers, institutional investors and other professionals dedicated to the development and growth of the global emerging manager space. Ms. Jeffries has spent the better part of her career actively working for, with and around fund managers by helping to advise them on areas critical to the advancement of their businesses.","spans":[]},{"type":"paragraph","text":"Prior to CreativeCap Advisors, Ms. Jeffries was the Vice President of Marketing for Maloy Risk Services, an insurance firm that during her time focused its efforts on developing specialized and proprietary risk management solutions for asset managers. In 2016, the firm was acquired by Integro Group which was recently acquired by EPIC Holdings in December 2018.","spans":[]},{"type":"paragraph","text":"In earlier positions Ms. Jeffries has worked at Teneo Holdings and served alongside a team of consultants advising Fortune 500 companies and has worked in-house at an emerging manager quant hedge fund and at the private equity arm of a Multi-Family Office serving families throughout Latin America.","spans":[]},{"type":"paragraph","text":"Ms. Jeffries has spoken on panels and is frequently quoted as an expert opinion and in addition has written for leading industry publications across the alternative investment industry. The list includes, but is not limited to: HFMWeek, InvestHedge, CTA Intelligence, PrivateEquityWire, Venture Capital Journal, Opalesque, Emerging Manager Monthly, IR Magazine, Financial Times\u2019 Fund Fire, HedgeWeek, AlphaWeek, CityWire USA, AsiaHedge, Silicon Valley Bank and HFM Compliance.","spans":[]},{"type":"paragraph","text":"Ms. Jeffries received her Bachelor of Science in Public Relations from the prestigious Newhouse School of Public Communications at Syracuse University with a minor in Italian Language, Literature and Culture. She speaks Italian and currently resides in Wilton, CT. She is an avid boater and enjoys cycling.","spans":[]},{"type":"paragraph","text":"Ms. Jeffries currently holds Series 3, 7 and 63 registrations FINRA.","spans":[{"start":62,"end":68,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[{"type":"paragraph","text":"Michael Alexander","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/michael-alexander-0308781\/","spans":[]}],"photo":{"link_type":"Media","name":"Michael.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5c3eb08e-f2a5-4aad-ab38-cd4845ff7664_Michael.jpeg?auto=compress,format","size":"80267","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Mr. Michael Alexander is a Managing Director at CCA Global Capital Group, LLC. Mr. Alexander has over 15 years of experience within the investment management industry and is focused on curating CCA Global Capital Group\u2019s universe of handpicked clients.","spans":[]},{"type":"paragraph","text":"Prior to CCA Global Capital Group, Mr. Alexander served as a Managing Director of Investments for Alpha Capital Research, LLC, a multi-family office located in Connecticut. At Alpha Capital Research, Mr. Alexander was tasked with institutionalizing their investment management processes as a means of successfully raising assets. This included the creation of an investment committee, policies and procedures for documenting due diligence meetings, implement systems for performing quantitative analysis and creation of a risk monitoring process for new and existing investments. As a result of Mr. Alexander\u2019s directives, Alpha Capital grew from $50m assets undermanagement to over a $1b within five years. Mr. Alexander\u2019s investment management focus included researching and conducting due diligence globally on a broad universe of alternative investments that encompass hedge funds, private equity, real estate and venture capital.","spans":[]},{"type":"paragraph","text":"Prior to Alpha Capital Research, Mr. Alexander served as a Senior Investment Analyst for Aetna, Inc. At Aetna, Mr. Alexander was instrumental in supporting the Head of the Alternative Investments with regards to deploying capital into FoFs and direct investments from Aetna\u2019s $500M hedge fund program where Mr. Alexander served on three-person investment team.","spans":[]},{"type":"paragraph","text":"Mr. Alexander earned a BS in Finance from Syracuse University, and then earned an MBA in Finance from Rensselaer Polytechnic Institute at Hartford, CT. ","spans":[]},{"type":"paragraph","text":"Mr. Alexander currently holds the Series 7 & Series 63 registrations with\u00a0FINRA.","spans":[{"start":74,"end":79,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Yuzhi Zheng","spans":[]}],"tag":[{"type":"paragraph","text":"Analyst","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/zhengyuzhi\/","spans":[]}],"photo":{"link_type":"Media","name":"Yuzhi-Zheng-Headshot-BW-scaled.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/04f8851f-e233-4a45-9776-e713e428874e_Yuzhi-Zheng-Headshot-BW-scaled.jpg?auto=compress,format","size":"220550","height":"2047","width":"2560"},"description1":[{"type":"paragraph","text":"Yuzhi Zheng joined CCA Global Capital Group in July 2021.","spans":[]},{"type":"paragraph","text":"Prior, Ms. Zheng has been an enthusiastic entrepreneur that has held numerous positions within a series of start-ups, including a fashion-tech company focused on sustainability that was supported by The London School of Economics Generate Accelerator Programme (GAP). Previously, Ms. Zheng was a Summer Analyst within the Investment Banking Group of Tianfeng Securities based in Shanghai, China. During her time at university, she also was a summer intern at Roland Berger where she developed research strategies based around a Python module.","spans":[]},{"type":"paragraph","text":"Additionally, Ms. Zheng has worked as a venture consultant in London focused on identifying market expansion opportunities, performed financial feasibility assessments, and has advised and implemented detailed financial planning and analysis protocols within newly formed companies.","spans":[]},{"type":"paragraph","text":"Ms. Zheng received a Global Master\u2019s in Management from The London School of Economics and Political Science and was a visiting MBA Scholar at The University of Chicago Booth School of Business. 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He also boasts a comprehensive knowledge of securities,\ninvestment management, investment banking, pension fund consulting, and alternative funds,\nincluding Private Equity, Venture Capital, and Hedge Funds, as well as an in-depth\nunderstanding of market dynamics and practices. Mr. Miller has consulted numerous public\ncompanies and municipalities on private equity, venture capital investments, asset allocation,\nmanager selection, monitoring, and capital raising in the public and private markets. He has\nserved on several boards of Directors as head of the Compensation Committee and the Risk\nManagement Committee. Mr. Miller also participated in the disposition of one of the\ncompanies.\n\nMr. Miller\u2019s successful career spans over 35 years with leading Wall Street firms (Merrill\nLynch Capital Markets, Credit Suisse First Boston, William Blair and Company, Getty Oil,\nand Loomis Sayles). He was a Partner at TSA Capital Management, a leading Tactical Asset\nAllocation Investment Management firm, and developed their European hedge fund business.\nHis experience encompasses all facets of capital growth, portfolio construction &\ndevelopment, risk management, international financial planning, and trading.\n\nWith proven ability in developing and marketing to a loyal client base of institutional\ninvestors. Mr. Miller has strong business and financial insights, with demonstrated\nproficiency in market analysis, business creation, operational fortitude, and developing and\nimplementing prudent investment strategies. During his career, Mr. Miller has aided in\nfinancial transactions in excess of $40 Billion in various investment assets.\n\nMr. Miller has his Bachelor of Arts from Loyola Marymount University and has received his\nMBA from Marshall School of Business at the University of Southern California.\n\nMr. Miller has Series 3, 7, 63, and 65 registrations with FINRA.","spans":[]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"ZCLvtBEAAC8ACIH5","uid":"catch-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZCLvtBEAAC8ACIH5%22%29+%5D%5D","tags":[],"first_publication_date":"2023-03-28T13:50:46+0000","last_publication_date":"2023-04-20T15:27:00+0000","slugs":["catch-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Catch Capital.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/910a6af8-49d4-4bb6-9c8d-59faf320c0de_Catch+Capital.png?auto=compress,format","size":"16512","height":"286","width":"665"},"name":[{"type":"paragraph","text":"Catch Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"San Diego, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure funds, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Christopher J Calvert","spans":[]}],"tag":[{"type":"paragraph","text":"CEO and Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/ccalsd\/","spans":[]}],"photo":{"link_type":"Media","name":"Christopher - Catch.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/22a0d5ed-39d6-45e2-b858-ddae846ea62d_Christopher+-+Catch.jpg?auto=compress,format","size":"280344","height":"700","width":"500"},"description1":[{"type":"paragraph","text":"Mr. Christopher Calvert is the CEO and Founder of Catch Capital, LLC.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Catch Capital offers direct investment\u202fopportunities in growth stage\u202fUS and International companies as well as partnerships interests in Hedge Funds, Private Equity Funds, Private Credit Funds, and SMAs.\u00a0","spans":[]},{"type":"paragraph","text":"Prior to starting Catch Capital, Mr. Calvert\u202fhas over\u202f16 years of experience across equity capital markets, private equity, venture capital, and hedge funds. Throughout his career,\u202fMr. Calvert\u202fhas worked with leading financial institutions and investment boutiques across the United States. He has a vast array of skill sets in\u202fregulated markets\u202fand has been both\u202finvestor and advisor to companies\u202facross many stages, from ideation to late stage. Mr. Calvert\u2019s broad experience, ranging from investment sourcing to portfolio advisory and business development, has been invaluable in building successful investment portfolios and closing transactions. His expertise lies in direct, secondary, and fund investments.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Calvert earned a B.S. in Finance from San Diego State University and with a minor in Political Science.\u202f\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Calvert serves as a frequent public speaker on the Family Office circuits on the topics of alternative investments. \u202fHe resides in the Mt. 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Mr. Azzaro focuses his efforts on capital raising activities for alternative investment managers and has a personal interest in impact oriented strategies.","spans":[]},{"type":"paragraph","text":"Prior to establishing Cedar Ridge Capital, LLC, Mr. Azzaro served as a Managing Director for 360 One Firm Capital, LLC. Prior to that he was the Managing Director and Head of Business Development at PhaseCapital, a quantitative macro fund. Mr. Azzaro manages institutional relationships and has significant experience in credit and security analysis. Prior to joining PhaseCapital, Mr. Azzaro was a Director of alternative investment sales at Stonehaven, a leading placement agent. Prior to 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 leveraged loan portfolio, evaluating the underlying credit risk of new\u00a0\u00a0transactions 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 refinancing among leveraged finance, capital markets, credit risk management, and the asset-based lending group.","spans":[]},{"type":"paragraph","text":"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). ","spans":[]},{"type":"paragraph","text":"Mr. Azzaro holds Series 7, 63, 31, and 3 registrations with\u00a0FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[],"tag":[],"linkedin":[],"photo":{"link_type":"Media"},"description1":[]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YbJJQxEAACEABTsv","uid":"changing-alpha-strategies-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJJQxEAACEABTsv%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:22:02+0000","last_publication_date":"2022-11-15T08:10:46+0000","slugs":["changing-alpha-strategies-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"changing alpha strategies-01.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/51905497-f236-46e0-aaaa-a4b33f589ef2_changing+alpha+strategies-01.png?auto=compress,format","size":"13651","height":"232","width":"675"},"name":[{"type":"paragraph","text":"Changing Alpha Strategies, LLC","spans":[]}],"location":[{"type":"paragraph","text":"South Orange, NJ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Dan Hubscher","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/danhubscher\/","spans":[]}],"photo":{"link_type":"Media","name":"Dan.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/4157a1ef-b7a0-4ddb-87eb-4b4e1cc6cf1c_Dan.jpeg?auto=compress,format","size":"27756","height":"429","width":"429"},"description1":[{"type":"paragraph","text":"Dan Hubscher is the Founder and Managing Partner of Changing Alpha Strategies, LLC, sourcing and selling compelling private opportunities to qualified investors. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher has deep subject-matter expertise in electronic trading across cash and derivatives markets, market structure, regulation, industry advocacy, and technology. Mr. Hubscher has leveraged his existing high level industry relationships across markets and participants, industry associates, media and analyst firms, and technology and service suppliers. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher\u2019s prior consulting work with Changing Market Strategies LLC includes business development for Battle of the Quants worldwide, sales for QuantZ Machine Intelligence Technologies, advisor, and Chief Marketing Officer at DataAxxis, and hedge fund research and trading technology media relations roles.\u00a0 ","spans":[]},{"type":"paragraph","text":"Previously, Mr. Hubscher was the Director of Marketing and Strategy at Object Trading. \u00a0Mr. Hubscher was the Industry Marketing Manager for Capital Markets at Progress Software, and held various sales, marketing, and product roles at BT Radianz. Mr. Hubscher is a dual-degree graduate of the University of Pennsylvania. Mr. Hubscher has a B.S. in Economics from the Wharton School of Business, and a B.S.E. in Mechanical Engineering and Applied Mechanics from the School of Engineering and Applied Sciences. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher currently holds the Series 7, 31, and 63 licenses registrations with FINRA.","spans":[{"start":82,"end":87,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"}]}},{"id":"YY09UBEAACMAGCUi","uid":"cognitiveg-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY09UBEAACMAGCUi%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T15:57:07+0000","last_publication_date":"2023-03-30T17:42:35+0000","slugs":["cognitiveg-capital-group-llc","westport-ct","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Cognitive G Capital Group Logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/03f029cc-d3c1-4ea2-8b75-84e96475d78a_Cognitive+G+Capital+Group+Logo.jpg?auto=compress,format","size":"12341","height":"78","width":"150"},"name":[{"type":"paragraph","text":"CognitiveG Capital Group, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Charlottesville, VA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Real Estate, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/cognitiveg.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"L. Eston Woodard III, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/l-eston-woodard-iii-caia-4872a610\/","spans":[]}],"photo":{"link_type":"Media","name":"Eston-Woodard-1.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a334d4b9-0e40-4729-a314-bd5185ac2867_Eston-Woodard-1.jpg?auto=compress,format","size":"33838","height":"227","width":"216"},"description1":[{"type":"paragraph","text":"Eston Woodard is the Managing Partner and Founder of CognitiveG Capital Partners LLC. Mr. Woodard focuses his efforts on capital raising for alternative investment managers with niche and non-correlated strategies.","spans":[]},{"type":"paragraph","text":"Prior to launching CognitiveG Capital Partners, Mr. Woodard was a Managing Director at Riverside Management Group\/BCW Securities, a boutique merchant bank where he was responsible for deal sourcing, alternative investment manager research, and institutional capital formation. As a Managing Director, Mr. Woodard spearheaded engagements for venture capital, emerging hedge funds, technology, and real estate private equity managers. During his tenure at RMG, Mr. Woodard either advised or participated in approximately $250M of successful financings across many verticals, including maritime, natural resources, real estate, and infrastructure.","spans":[]},{"type":"paragraph","text":"Mr. Woodard also has an extensive background in high-technology. As a Lead Sales Executive at IBM, he positioned their flagship hybrid-cloud computing platform on Wall Street. He leveraged competitive intelligence and strategic product positioning to optimize enterprise IT economics and enhance system resiliency. Mr. Woodard helped launch a completely new, transformational IT life-cycle paradigm and articulated the nuances of organizational change management. He delivered DCF financial models for infrastructure capital investment, driving millions in revenue.","spans":[]},{"type":"paragraph","text":"As an IBM Partner, he engaged in market data latency, clock synchronization, and feed-handling complexities of buy-side technology for global capital markets. He closed an enterprise private cloud deal with a U.K. based investment bank that improved market resiliency, scalability, and efficiency. Prior to IBM, Mr. Woodard was one of Oracle Corporation\u2019s leading national business development executives for Retail SaaS applications.","spans":[]},{"type":"paragraph","text":"Mr. Woodard earned an AB from The College of William & Mary, an MA in Religion with a concentration in Social Ethics from Yale University, and an MBA in Banking with Merit from The University of London in 2011. He has earned the designation of Chartered Alternative Investment Analyst (CAIA). 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","spans":[]},{"type":"paragraph","text":"Mr. Seo holds the Series 7, 24, 55, & 63 registrations with\u00a0FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Alex Muromcew","spans":[]}],"tag":[{"type":"paragraph","text":"Associate","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alex-muromcew\/","spans":[]}],"photo":{"link_type":"Media","name":"ELA Partners - Alex Muromcew.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/54edf17d-9df5-4fb5-a3cb-2eefecd95478_ELA+Partners+-+Alex+Muromcew.jpeg?auto=compress,format","size":"3817322","height":"5760","width":"3840"},"description1":[{"type":"paragraph","text":"Alex Muromcew is a managing partner at ELA Partners. \u00a0","spans":[]},{"type":"paragraph","text":"ELA Partners specializes in Alternative Investments and Private Assets. \u00a0","spans":[]},{"type":"paragraph","text":"Prior to joining ELA Partners, Mr. Muromcew was a Managing Director at financial services firm TIAA, where he managed more than $2bn in global equities. 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","spans":[]},{"type":"paragraph","text":"Mr. Fields currently holds the Series 3, 7, and 63 registrations with\u00a0FINRA.","spans":[{"start":70,"end":75,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]},{"name1":[{"type":"paragraph","text":"Carlton Holmes","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/carlton-holmes-b6841b1\/","spans":[]}],"photo":{"link_type":"Media","name":"Carlton.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/0b4f8f20-6e24-4066-8ab2-3f790a156d1e_Carlton.jpeg?auto=compress,format","size":"25382","height":"400","width":"400"},"description1":[{"type":"paragraph","text":"Mr. Carlton Holmes is a Managing Director at Engild Private Capital who works closely with Engild\u2019s founder and Managing Partner, Alan Fields, CFA, CAIA.","spans":[]},{"type":"paragraph","text":"Prior to Engild Private Capital,\u00a0Mr. Holmes was a principal at TACK37 Consulting where he provided consulting services to consumer goods companies, specializing in marketing and sales. Prior to\u00a0TACK37 Consulting, Mr. Holmes was Vice President of OTC Marketing for Taro Pharmaceuticals where he grew an entire portfolio of profitable OTC generic \/private label products. Prior to Taro Pharmaceuticals, Mr. Holmes was a Group\u00a0Product Manager at Block Drug. Prior to Block Drug, Mr. Holmes served as a Product Manager for Johnson & Johnson.","spans":[]},{"type":"paragraph","text":"Mr. Holmes received his MBA with a concentration in Marketing & Finance from Columbia Business School and he received his BA with a major in Mathematics and a minor in Economics from Cornell University. Mr. Holmes served as a Board Member of the Sag Harbor Hills Improvement Association. ","spans":[]},{"type":"paragraph","text":"Mr. Holmes currently holds the Series 7, and is pursuing the Series 63 registrations with\u00a0FINRA.","spans":[{"start":90,"end":95,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"}]}},{"id":"YbJPLREAACIABVX_","uid":"eurasia-capital-group","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJPLREAACIABVX_%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:47:13+0000","last_publication_date":"2022-09-02T15:27:58+0000","slugs":["eurasia-capital-group"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Erasia Capital Group Logo_BB11.22.21.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/420ac885-3e60-47d6-be83-3844ec7274b7_Erasia+Capital+Group+Logo_BB11.22.21.png?auto=compress,format","size":"13318","height":"340","width":"646"},"name":[{"type":"paragraph","text":"Eurasia Capital Group","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Credit & Equity, Real Estate, Infrastructure, Venture, Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Richard Conn, Jr.","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/richard-conn-a6955bb\/","spans":[]}],"photo":{"link_type":"Media","name":"Richard.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/ede9be42-46eb-45ea-94a3-88d85520075f_Richard.png?auto=compress,format","size":"92619","height":"378","width":"378"},"description1":[{"type":"paragraph","text":"Richard Conn is the Managing Partner of Eurasia Advisors (dba Eurasia Capital Group).\n\nPrior to founding Eurasia Advisors in 2003, Mr. Conn practiced international corporate law for nearly twenty years as an equity partner with the international law firm Latham & Watkins. He founded the firm's Moscow office in 1992 and served as a key advisor to the Presidential Administration of Russian President Boris Yeltsin and as President of the Moscow based Foreign Bar Association. A longstanding past member of the Board of Directors of the U.S.-Russia Business Council, he regularly consults with the World Bank, Members of Congress, and the Administration regarding C.I.S. related issues. He Co-Chaired the U.S.-Russia Business Council and American Chamber of Commerce (Moscow) joint initiative to facilitate Russian accession to WTO.\n\nMr. Conn delivered the keynote address at the United Nations to open the U.N. conference addressing the establishment of a world-wide Sovereign Debt Restructuring framework. He frequently publishes on these subjects and recently authored \"Towards a Sovereign Debt Restructuring Framework: Less is More\", that appears in Joe Stiglitz's book Too Little, Too Late: The Quest of Resolving Sovereign Debt Crises, Columbia University Press, New York, 2016. He periodically lectures at Columbia University's Harriman Institute of Russian, Eurasian, and East European Studies as well as at the Institute for New Economic Thinking, the Centre for International Governance Innovation, and Columbia University's SIPA Center on Global Economic Governance.\n\nMr. Conn ran in 2010 for the Deputy Presidency of the World Chess Federation on an international ticket headed by the Twelfth World Champion Anatoly Karpov with the support of the Thirteenth World Champion Garry Kasparov and is an avid chess player. He \u0441hairs the Advisory Committee of a non-profit organization that has already taught chess to over 3 million public school second and third graders in the U.S. and co-founded Agents for Critical Thinking, a not-for-profit organization that promotes critical thinking programs for children.\n\nMr. Conn graduated from Dartmouth College and Fordham University Law School, Richard clerked for the Honorable Gordon Thompson, Jr., Chief Judge of the U.S. District Court, Southern District of California. He is the co-author of Collier Labor Law and the Bankruptcy Code, M. Bender (1989) and the author of The Earthbound Parent: How (and Why) to Raise Your Little Angels Without Religion, Pitchstone Publishing (2018) , a book that encourages critical thinking and enhanced ethical standards.\n\nMr. Conn periodically lectures at or appears in podcasts associated with Columbia University's Harriman Institute of Russian, Eurasian, and East European Studies as well as at the Institute for New Economic Thinking, the Centre for International Governance Innovation, the Center on National Security and Columbia University's SIPA Center on Global Economic Governance.\n\nMr. Conn is fluent in Russian and Spanish.\n\nMr. Conn holds Series 7, 63 and 82 with FINRA.","spans":[{"start":3071,"end":3076,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YY0-4hEAACIAGC2F","uid":"eversky-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0-4hEAACIAGC2F%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:03:49+0000","last_publication_date":"2022-09-06T13:14:13+0000","slugs":["eversky-capital-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"EverskyCapital_logo3 (1).jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c27c585a-46b7-4719-a90d-b656ffad16fe_EverskyCapital_logo3+%281%29.jpg?auto=compress,format","size":"7770","height":"49","width":"150"},"name":[{"type":"paragraph","text":"EverSky Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Boulder, CO","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Direct Deals ","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Eli Johnson, CFA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/eli-johnson-cfa\/","spans":[]}],"photo":{"link_type":"Media","name":"Eli Johson Ever Sky.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/86176225-56ff-40b3-af3c-d1e03993e8ed_Eli+Johson+Ever+Sky.jpeg?auto=compress,format","size":"60329","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Eli Johnson, CFA is the Founder and Managing Partner of EverSky Capital, LLC. Mr. Johnson partners with select alternative investment managers with niche strategies to provide strategic consulting and capital raising services.","spans":[]},{"type":"paragraph","text":"Prior to launching EverSky Capital, Mr. Johnson was a Vice President with The True Life Companies, an opportunistic real estate private equity firm where he was in charge of business development activities with institutions and family offices. Prior to joining The True Life Companies, he served 10 years as Vice President of Investments for Consumer Capital Partners, a single family office, where he sourced investments, conducted due diligence, and presented recommendations to the Investment Committee. In this role he evaluated hundreds of alternative investments including hedge funds, structured credit, private debt, private equity, and real estate. The resulting portfolio consistently exceeded the firm\u2019s performance objectives.","spans":[]},{"type":"paragraph","text":"Mr. Johnson has over 20 years of investment management experience as a trusted advisor for family office, high net worth, and institutional investors. Throughout his career he has utilized alternative investments to create absolute return strategies on over $1billion in assets. With a keen focus on generating positive returns while managing downside risks, his investment recommendations have primarily involved real estate private equity structures, private debt, and non-correlated strategies. Mr. Johnson also has extensive investment banking, hedge fund management, and institutional fixed income investment experience. ","spans":[]},{"type":"paragraph","text":"Mr. Johnson graduated Magna Cum Laude with a B.S. in Finance from the University of Colorado at Boulder, Leeds School of Business. He is a CFA Charterholder, and a member of the CFA Institute and CFA Society Colorado.","spans":[]},{"type":"paragraph","text":"Mr. Johnson currently holds series 7 & 63 registrations with\u00a0FINRA.","spans":[{"start":61,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"}]}},{"id":"YfBNBxEAACIAkjye","uid":"fort-schuyler-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YfBNBxEAACIAkjye%22%29+%5D%5D","tags":[],"first_publication_date":"2022-01-25T19:29:03+0000","last_publication_date":"2022-09-06T13:19:22+0000","slugs":["fort-schuyler-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Fort Schuyler Capital Logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/96fc14f6-9101-4e11-9fdd-2c8079e03e99_Fort+Schuyler+Capital+Logo.jpg?auto=compress,format","size":"24875","height":"315","width":"790"},"name":[{"type":"paragraph","text":"Fort Schuyler Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Real Estate, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/ftschuyler.wixsite.com\/website","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Paul Mangione","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/pmangione\/","spans":[]}],"photo":{"link_type":"Media","name":"Fort Schuyler - Paul.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/fdfd3fa2-6731-4c22-a40e-a82b4c645351_Fort+Schuyler+-+Paul.png?auto=compress,format","size":"275016","height":"500","width":"500"},"description1":[{"type":"paragraph","text":"Mr. Paul Mangione is the Founder and Managing Director of Fort Schuyler Capital. Mr. Mangione focuses on structured credit, fintech originators and venture capital opportunities. \u00a0","spans":[]},{"type":"paragraph","text":"Before forming Fort Schuyler Capital, Mr. Mangione established Fort Schuyler Advisors to help financial institutions analyze portfolios of loans, apply leading technological solutions to their existing infrastructure, and develop comprehensive plans for the management of illiquid assets. Mr. Mangione brings over 20+ years of experience in technology and portfolio management with public investment companies, private funds, and broker\/dealers.","spans":[]},{"type":"paragraph","text":"Mr. Mangione was the Non-Agency Portfolio Manager of Apollo Residential Mortgage, Inc. a public mortgage REIT focused on investing in and managing residential mortgage-backed securities (RMBS) and other residential mortgage assets throughout the US. At Apollo, Mr. Mangione also researched and invested in securities backed by marketplace lending and Small Business Administration (SBA) 7(a) loans. He was the Head Trader at Vantium Management LP, another Apollo Global Management sponsored fund that focused on attaining equity like returns on credit investments in legacy non-Agency RMBS and residential mortgages. Prior to that, Mr. Mangione was a Managing Director at a major broker\/dealer where he was a whole loan trader, specifically focused on residential mortgages, manufactured housing, automobile, and recreational vehicle loans. Mr. Mangione began his career at Credit Suisse as a Technical Associate developing systems for MBS trade entry, allocation, and settlement before transferring to the Asset Finance Group where he served as a collateral analyst, structurer, and Vice President of the Financial Engineering team.","spans":[]},{"type":"paragraph","text":"Mr. Mangione received a Bachelor of Science in Electrical Science and Engineering and a Master of Science in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology.","spans":[]},{"type":"paragraph","text":"Mr. Mangione currently holds Series 63, and 7TO registrations with\u00a0FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=finra.org&u=aHR0cHM6Ly93d3cuZmlucmEub3JnLw==&p=m&i=NjE5ZDc2NDliM2ZjOGMwZTFjMTlhYjE1&t=U1FQTnRUS1dZVjVXd3U1UmN3ZEcrYmFxa1NmQmhrY3B0MG12K0tiMERlMD0=&h=9fc5852449104667af92f5e364f58b7b","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"venture-capital"}]}},{"id":"YY1AXhEAACEAGDSH","uid":"global-strategic-finance-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1AXhEAACEAGDSH%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:10:09+0000","last_publication_date":"2022-10-14T17:27:29+0000","slugs":["global-strategic-finance-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"GlobalStrategic_logo3.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/286a0030-aa83-4eaa-b2a0-9228b7f37341_GlobalStrategic_logo3.jpg?auto=compress,format","size":"5205","height":"59","width":"150"},"name":[{"type":"paragraph","text":"Global Strategic Finance, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Denver, CO","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Michael Fields","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/michaelsfields\/","spans":[]}],"photo":{"link_type":"Media","name":"Michael.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c823a087-b185-48cd-8cb1-b5bc9ea73f44_Michael.png?auto=compress,format","size":"34734","height":"192","width":"192"},"description1":[{"type":"paragraph","text":"Mr. Michael Fields is the Founder and Managing Partner of Global Strategic Finance, LLC a Denver-based advisory and investment banking firm focused on\u00a0serving the global middle market.\u00a0Global Strategic Finance focuses on buy\/sell side advisory assignments, capital raising, strategic consulting, mergers and acquisitions and family office advisory.","spans":[]},{"type":"paragraph","text":"Mr. Fields is also the Managing Partner of MSF Enterprises, LLC which is a specialized consulting firm focused on preparing private companies and investment management firms for acceleration capital.\u00a0 Prior to focusing on MSF Enterprises, Mr. Fields was a Managing Director at Pali Capital in New York. Prior to Pali Capital, Mr. Fields served as Director of Research for European Markets at Lighthouse Partners, a $13.2B fund of funds, where he helped to identify and manage a portfolio of hedge fund managers.\u00a0 Prior to Lighthouse Partners, Mr. Fields worked as a Portfolio Analyst in the risk arbitrage department at Tiedemann Investment Group, a $7B family of hedge fund strategies.\u00a0 Prior to Tiedemann, Mr. Fields was a trader at Computer Trader Corporation and a Junior FX Dealer at Bank Julius Baer. During his banking career, Mr. Fields also has worked on over 23 transactions in the Financial Services, Fin Tech, Specialty Finance, and industrial sectors on sell side and capital raising mandates.","spans":[]},{"type":"paragraph","text":"Mr. Fields has a BA degree from Hobart & Williams Smith Colleges and received his MBA in Finance & International Business from Fordham University\u2019s Gabelli School of Business.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Fields holds the\u00a0\u00a0Series 7, 31 & 63 licenses with FINRA .","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"infrastructure"}]}},{"id":"ZEZnxREAACkA7GpA","uid":"golden-visa-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZEZnxREAACkA7GpA%22%29+%5D%5D","tags":[],"first_publication_date":"2023-04-24T11:28:13+0000","last_publication_date":"2023-04-24T13:13:12+0000","slugs":["golden-visa-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Golden Visa Capital logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/224c9672-23f5-4c68-8f35-125e17e9502c_Golden+Visa+Capital+logo.png?auto=compress,format","size":"559943","height":"1458","width":"1563"},"name":[{"type":"paragraph","text":"Golden Visa Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Orlando, Florida","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate Fund and Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.goldenvisadirect.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Amy Short","spans":[]}],"tag":[{"type":"paragraph","text":"Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"www.linkedin.com\/in\/shortamy","spans":[]}],"photo":{"link_type":"Media","name":"Golden Visa Cap - Amy Short.1.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f01c7610-efd9-4214-be0b-20b5994abb3d_Golden+Visa+Cap+-+Amy+Short.1.jpeg?auto=compress,format","size":"949630","height":"1944","width":"2115"},"description1":[{"type":"paragraph","text":"Amy Short is the principal of Golden Visa Capital, LLC.\u00a0\nGolden Visa Capital, LLC sources and presents opportunities for investors foreign to Portugal to place themselves and their families on the path to a border-free future with EU citizenship by way of Portugal\u2019s Golden Visa residency-by-investment program.\u00a0Golden Visa-qualifying investments include opportunities in the cultural sector as well as in venture and real estate funds.","spans":[]},{"type":"paragraph","text":"Prior to Golden Visa Capital, Ms. Short provided consulting and coaching to SMBEs in operations, strategy, and innovative capital raising. Before that, Ms. Short founded, led, grew, and exited NYC Social, a pro-social start-up based in New York City. ","spans":[]},{"type":"paragraph","text":"Ms. Short holds a BA in Communication Studies from Towson University, is active in the area of inclusive investment education, and divides her time between Lisbon, Portugal, and the USA.","spans":[]},{"type":"paragraph","text":"Ms. Short currently holds Series 7 and 63 registrations with FINRA.\u00a0\u00a0","spans":[]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"Y7ffpRIAAKaqsr3-","uid":"matt-karnes","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y7ffpRIAAKaqsr3-%22%29+%5D%5D","tags":[],"first_publication_date":"2023-01-17T16:36:22+0000","last_publication_date":"2023-01-31T08:46:42+0000","slugs":["greenwave-capital-partners-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"GreenWave-Capital-Partners-Logo-Small.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/526d214c-ee6b-4562-9460-a7999f89eeb0_GreenWave-Capital-Partners-Logo-Small.jpg?auto=compress,format","size":"36017","height":"154","width":"541"},"name":[{"type":"paragraph","text":"GreenWave Capital Partners, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Matt Karnes","spans":[]}],"tag":[{"type":"paragraph","text":"Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/matt-karnes-cpa-13653b7\/","spans":[]}],"photo":{"link_type":"Media","name":"GreenWave_Matt.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/a29053f6-0d94-4a09-9b95-691b66978e5c_GreenWave_Matt.jpg?auto=compress,format","size":"48054","height":"750","width":"600"},"description1":[{"type":"paragraph","text":"Mr. Matthew (Matt) Karnes is the Founder of\u00a0GreenWave\u00a0Capital Partners LLC.","spans":[]},{"type":"paragraph","text":"\u00a0In 2014, Mr. Karnes founded GreenWave Advisors LLC,\u00a0 to provide independent, institutional quality financial research and analysis,\u00a0 due diligence and other consulting services specific to the cannabis sector.\u00a0 Mr. Karnes worked in equity research focusing on the Radio Broadcasting and Cable Television industries for First Union Securities,\u00a0 covered Satellite Communication at SG Cowen and, in addition, worked with the top ranked Consumer Internet analyst at Bear Stearns & Co. This team was consistently included in\u00a0Institutional Investor's\u00a0 \u201cAll America Research Team.\u201d Mr. Karnes authored and co-authored numerous emerging industry research reports as a sell-side equity analyst, including such names as Google, Sirius, XM Satellite Radio, DIRECTV, and EchoStar Communications.","spans":[{"start":521,"end":545,"type":"em"}]},{"type":"paragraph","text":"Matt was also Principal and Senior Equity Analyst at Bull Path Capital Management, a New York City based hedge fund, where he was responsible for investment strategies of emerging technologies primarily\u00a0within the Technology, Media and Telecom sectors. Prior to his career on Wall Street, Matt held various finance and accounting positions at PriceWaterhouse Coopers and Deloitte as well as at Texaco Inc. where he worked throughout the U.S., Europe, The Caribbean and Asia. 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Pagli Jr.","spans":[]}],"tag":[{"type":"paragraph","text":"Founder, Managing Member & CEO","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/johnpagli\/","spans":[]}],"photo":{"link_type":"Media","name":"JMP-Professional-Photo-BW.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5b63c7e2-f2a1-4e24-9a7f-688b6da14d6b_JMP-Professional-Photo-BW.jpeg?auto=compress,format","size":"22021","height":"98","width":"77"},"description1":[{"type":"paragraph","text":"","spans":[]},{"type":"paragraph","text":"Mr. John M. Pagli, Jr., is a senior business development advisor in the alternative investment industry with broad and deep experience with hedge fund and private markets strategies. Based in Connecticut, he leads capital raising advisory mandates for raising capital for alternative investment managers and creating new products for alternative investors. 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He has been an active member of executive and investment committees, sourcing and allocating capital to internal principal investment strategies and to external managers. He is driven by creative, client-centric, complex problem-solving, drawing on prior experiences in commercial banking, investment banking, principal investing and consultative selling. John is a frequent speaker on the international conference circuit and a contributing author to various industry publications.","spans":[]},{"type":"paragraph","text":"Mr. Pagli has worked with several industry leading firms in capital markets and investment banking, hedge funds and private markets. He began his career in specialized lending with National Westminster Bank, after completing the bank\u2019s credit training program at the top of his class, and then joined Union Bank of Switzerland to co-found and co-manage the North American project finance group, with aggregate transaction values in excess of $1 billion. 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The firm is especially well suited for raising debt and arranging credit facilities for companies in the energy, shipping, and industrial sectors.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Maly has over 30 years of investment banking experience and was a founding member of the Investment Banking Group at Jefferies & Company. During his 18-year career at Jefferies, Mr. Maly specialized in raising debt and equity for his clients in conjunction with acquisitions, refinancing, buy-outs, recapitalizations, and restructurings.\u00a0 The transactions ranged from $30 million to over $1 billion and included domestic and foreign-domiciled clients. 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He was tasked with creating the financial models related to the construction of the Anaheim Arena, the Honda Center, the Toronto Palladium, and the World Trade Center Observation Deck Tourist Attraction.\u00a0 John also held a Top-Secret level clearance and served as the Assistant Facility Security officer of Ogden for 5 of his 6.5 years with Ogden.\u00a0","spans":[]},{"type":"paragraph","text":"In 1995, Mr. Degen began his 17-year career with Sumitomo Corporation\u2019s Business Investment Division. He deployed in excess of $2.0 billion of debt and equity during his time with Sumitomo. From 2003 to 2010, Mr. Degen had operational profit and loss responsibility for Oxford Finance Corporation, the leading provider of senior and equipment debt finance for the healthcare and life science industries. In addition, he covered and managed investments across several operating divisions, including Agriculture, Lifestyle, Specialty Finance, General Products, Media, and Life Sciences. 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This disciplined approach to investment management begins by understanding their needs and responsibilities. MKAM collaborates to create an investment strategy unique to their client's objectives, from current income generation to maximizing the potential for capital growth.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Most recently, Mr. Mlinarich was a Managing Director at 10 East, an invite-only community of private investors pursuing differentiated returns in alternative markets. Prior to 10 East, Mr. Mlinarich was a Business Development Specialist at BlueCrest Management, where he sourced portfolio management teams.\u00a0\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Mlinarich was the Director of Stonehaven's former alternative investments distribution team, where he managed institutional relationships in the Northeastern region of the United States. 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","spans":[]},{"type":"paragraph","text":"Mr. Donovan currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":63,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"Y2OjLREAAC4AblRL","uid":"matinecock-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y2OjLREAAC4AblRL%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-23T18:41:06+0000","last_publication_date":"2023-02-23T18:43:35+0000","slugs":["matinecock-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Matinecock Capital.jfif","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/c8706f59-2870-47a3-b7e8-a01ef45ce361_Matinecock+Capital.jfif?auto=compress,format","size":"8263","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Matinecock Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New york, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge fund, Private Equity, Private Credit, Venture capital, Infrastructure fund, Real estate fund, Direct Deal ","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Kristian Narvesen Nammack","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/narvnamm\/","spans":[]}],"photo":{"link_type":"Media","name":"KNN Headshot 2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/20fb9e68-82fd-4c17-bb38-74a3fd6d6c57_KNN+Headshot+2.jpg?auto=compress,format","size":"195879","height":"944","width":"951"},"description1":[{"type":"paragraph","text":"Mr. Kristian Nammack is the Founder and Managing Partner of Matinecock Capital LLC.\u00a0","spans":[]},{"type":"paragraph","text":"Matinecock Capital LLC is a capital introduction business focused on matching returns-first impact investors with leading private funds across various impact themes (climate, renewable energy, gender lens, racial equity, economic advancement) and asset classes (seed, VC, private equity, real estate, infrastructure, private debt\/credit).","spans":[]},{"type":"paragraph","text":"Prior to this, Mr. Nammack has worked on both the investment manager side - Sanford C. Bernstein & Co, Inc. and Merrill Lynch Investment Managers (acquired by BlackRock) and on the investor side - the Third Swedish National Pension Fund (AP3) and Skandia Liv. Mr. Nammack \u2019s experience is broad in terms of geography, having held several global roles, and in terms of client type, having worked with every type of institutional investor - from endowments and foundations through to the largest sovereign wealth funds.","spans":[]},{"type":"paragraph","text":"Mr. Nammack has always been interested in sustainable and responsible investing, having first worked on some client projects with that focus in the late-90s. This became his sole focus as of 2016, a result of events that year that underscored the fragility of US democracy and of Kristian\u2019s increased concern for the effects of anthropogenic climate change.","spans":[]},{"type":"paragraph","text":"Mr. Nammack is on the board of a new nonprofit called Climate Words. 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This firm was sold to Clarkson PLC and renamed Clarkson Platou Securities.","spans":[]},{"type":"paragraph","text":"Prior to RS Platou Markets, Mr. Johan was an Investment Banking Analyst and Associate at Jefferies & Co. where he worked on the origination and execution of high yield bond and private equity placements and advisory assignments focusing on shipping and agricultural commodity transactions. Mr. Johan worked from both the New York and Singapore offices.","spans":[]},{"type":"paragraph","text":"Mr. Johan has focused on structures including Project bonds (IG\/sub-IG), Senior debt, Sale-leasebacks, Mezzanine, and Private Equity. He has also focused on issuers which are privately held corporates that typically are non-US domiciled.","spans":[]},{"type":"paragraph","text":"Mr. Johan received his BA from the University of California, Berkeley. Mr. Johan holds the Series 7, 24, 55, 63, and 79 registrations with FINRA. ","spans":[{"start":139,"end":144,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]},{"type":"paragraph","text":"Mr. Johan lives in East Hampton, NY.","spans":[]}]}],"affiliate":[{"category":"private-equity"},{"category":"infrastructure"}]}},{"id":"Y_ePyRIAACkA-PwS","uid":"morewood-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y_ePyRIAACkA-PwS%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-27T21:30:10+0000","last_publication_date":"2023-02-27T21:30:10+0000","slugs":["morewood-capital","morewood-funding"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Morewood capital.jfif","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/9e2635f2-42b9-4be5-8465-3978e5cde085_Morewood+capital.jfif?auto=compress,format","size":"6993","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Morewood Capital","spans":[]}],"location":[{"type":"paragraph","text":"Port Washington, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Venture Capital","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/www.morewoodfunding.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Howard Abrahams","spans":[]}],"tag":[{"type":"paragraph","text":"Founder and President","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/howardabrahams\/","spans":[]}],"photo":{"link_type":"Media","name":"Howard Abrahams.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/314cf027-c2cc-4ce7-a4b5-ab9623356c50_Howard+Abrahams.jpg?auto=compress,format","size":"27629","height":"600","width":"400"},"description1":[{"type":"paragraph","text":"Howard Abrahams is the Founder and President of Morewood Capital, LLC and Morewood Funding, LLC. 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","spans":[]},{"type":"paragraph","text":"Mr. Abrahams holds a Juris Doctorate from the Benjamin Cardozo School of Law and a Bachelor of Arts degree from Binghamton University. ","spans":[]},{"type":"paragraph","text":"Mr. Abrahams currently has series 7, 3, and 63 with FINRA. 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(\"TBS\") and was responsible for the Venture Services Group as well as the Government Services Group as part of his business development role. He has helped companies and governments improve their businesses and operations by advising and introducing senior management to financing and funding sources, business strategy, mergers and acquisitions and debt-offerings. Mr. Weilgus was the driving force behind financing transactions in excess of $500 million in 2004 and 2005 and launched numerous initiatives within TBS. Before joining American Express he was a Senior Associate with PricewaterhouseCoopers in the audit practice where he earned his CPA.","spans":[]},{"type":"paragraph","text":"Mr. Weilgus was selected by the Harvard Business School Club of New York as the Not-for-Profit Entrepreneur of the Year in 2002 for his outstanding work as Founder and Chairman of Project Sunshine, a multi-national children's non-profit organization. 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","spans":[]},{"type":"paragraph","text":"Originally from Oxford, UK, Mr. Tilleard moved to Brazil in 2013 to lead LATAM institutional sales for City Credit Capital, a London-based brokerage firm.","spans":[]},{"type":"paragraph","text":"Mr. Tilleard currently splits his time between Sao Paulo and New York.","spans":[]},{"type":"paragraph","text":"Mr. Tilleard currently holds Series 7 & 63 registrations with FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org"}}]}]}],"affiliate":[{"category":"private-equity"},{"category":"private-credit"},{"category":"venture-capital"},{"category":"infrastructure"}]}},{"id":"YZ0HvRUAACQAqwTU","uid":"paddington-stone-capital","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YZ0HvRUAACQAqwTU%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-23T15:24:53+0000","last_publication_date":"2022-09-19T13:28:21+0000","slugs":["paddington-stone-capital","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"paddingtonstone_logo2.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e1fa10b5-a20d-4861-928a-f4a336bc2b29_paddingtonstone_logo2.jpeg?auto=compress,format","size":"29213","height":"236","width":"448"},"name":[{"type":"paragraph","text":"Paddington Stone Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Real Estate","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Adam Kessner","spans":[]}],"tag":[{"type":"paragraph","text":"Principal & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/adam-kessner-1b41709\/","spans":[]}],"photo":{"link_type":"Media","name":"Adam.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/769ca249-47a0-40e6-9851-44881966464c_Adam.jpeg?auto=compress,format","size":"20025","height":"394","width":"394"},"description1":[{"type":"paragraph","text":"Mr. Adam Kessner is the Principal and Founder of Paddington Stone Capital. Mr. Kessner leads Paddington Stone Capital\u2019s investment marketing efforts on behalf of proven managers specializing in real estate. Prior to launching Paddington Stone, Mr. Kessner served as the Chief Executive Officer of multiple real estate brokerage firms he founded including Vertical City Realty in New York City, Paddington Stone Realty in Westchester County, NY and Fairfield County, CT, which focused on residential leasing and sales, as well as Paddington Stone Commercial Strategies in Westchester County, which focused on commercial real estate.","spans":[]},{"type":"paragraph","text":"The Kessner family is a significant player in New York City real estate, operating under the K5 Equities umbrella. Early exposure to the complexities of New York City real estate provided Mr. Kessner with unique and valuable insights.","spans":[]},{"type":"paragraph","text":"Mr. Kessner graduated from the University of Rhode Island with a B.S. in Finance. Mr. Kessner earned his Master\u2019s Degree in Business from San Diego State University with a concentration in Entrepreneurship. Mr. Kessner serves on the Board of Directors for Steve's Camp at Horizon Farms, a non-profit organization founded by the Kessner family in 2009 dedicated to providing a unique experience to underserved New York City teens.","spans":[]},{"type":"paragraph","text":"Mr. Kessner currently holds the Series 7 and 63 registrations with FINRA.","spans":[{"start":67,"end":72,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/"}}]}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"YY1FPREAACAAGE4T","uid":"park-lane","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1FPREAACAAGE4T%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:30:56+0000","last_publication_date":"2023-03-29T10:41:23+0000","slugs":["park-lane","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Park-Lane-logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/89c1e9ba-da5b-45ab-92d2-54a70da678ae_Park-Lane-logo.jpg?auto=compress,format","size":"7313","height":"32","width":"150"},"name":[{"type":"paragraph","text":"Park Lane","spans":[]}],"location":[{"type":"paragraph","text":"Santa Monica, CA","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Sports\/ Media\/ Entertainment Direct Deals & Real Estate","spans":[]}],"website":[{"type":"paragraph","text":"www.prkln.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Andrew Kline","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Director","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/andrewkline\/","spans":[]}],"photo":{"link_type":"Media","name":"andrew.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/53bb125e-dbaf-4e90-9e03-f1f52437d6d5_andrew.jpeg?auto=compress,format","size":"97843","height":"800","width":"800"},"description1":[{"type":"paragraph","text":"Mr. Andrew Kline is the Founder and Managing Director at Park Lane. Park Lane was founded in 2005 to facilitate the purchase and sales of professional sports teams as well as the financing of early and late-stage sports-based businesses.","spans":[]},{"type":"paragraph","text":"Mr. Kline brings a broad background of professional sports experience, investment banking expertise, and industry knowledge to Park Lane. He has advised on M&A transactions in all the major sports and he has also been instrumental in obtaining financing for many early-stage sports-based businesses.","spans":[]},{"type":"paragraph","text":"Mr. Kline is currently a member of the Stanford Executive Circle, Young Presidents Organization (YPO), the Association of Corporate Growth, the NFLPA, and the NFL Retired Players Association. In 2013, at the age of 36, Mr. Kline was named to The M&A Advisor\u2019s 40 Under 40 list. Mr. Kline was also named to SportsBusiness Journal\u2019s 2016 Power Players List in the Advisory category and Los Angeles Business Journal\u2019s 2017 edition of The Money Book celebrating the most influential people in Los Angeles finance.","spans":[]},{"type":"paragraph","text":"Prior to founding Park Lane, Mr. Kline was drafted by the NFL World Champion St. Louis Rams, for whom he played center and quick guard. After retiring from the NFL, Mr. Kline became an active investor in the San Diego and Arizona real estate markets and brought sizable returns to investors in his fund. Mr. Kline also founded The Australian Surf Academy (sold to Surf Diva in 2004) and The Athletes Agency (sold 49% in 2005). Kline also served as the Chairman of the Athletes for Rudy Giuliani Coalition during Giuliani\u2019s bid for the presidency. He serves on the Board of Directors of the Navy SEAL Family Foundation and is very active in fundraising efforts for Special Forces and Special Operations Forces.","spans":[]},{"type":"paragraph","text":"Mr. Kline attended San Diego State University, where he majored in Psychology, and the Business Management & Entrepreneurship Program at the Stanford Graduate School of Business. ","spans":[]},{"type":"paragraph","text":"Mr. Kline currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Sean Clemens","spans":[]}],"tag":[{"type":"paragraph","text":"Senior Vice President & Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sean-clemens-28610020\/","spans":[]}],"photo":{"link_type":"Media","name":"sean.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/f50beaa1-bd3d-4129-b3dc-55b75300fe05_sean.jpeg?auto=compress,format","size":"42608","height":"450","width":"450"},"description1":[{"type":"paragraph","text":"Mr. Sean Clemens is a Senior Vice President and Principal at Park Lane.","spans":[]},{"type":"paragraph","text":"Mr. Clemens joined Park Lane in 2009 and plays a principal role in the firm\u2019s financial analysis, due diligence, document preparation, and research. He is an active participant on the firm\u2019s deal review team, evaluating potential engagements including capital raising transactions, mergers and acquisitions, and restructurings. He has worked on transactions across all major American sports leagues, minor leagues, European soccer, and spanning a wide range of sports-based businesses.","spans":[]},{"type":"paragraph","text":"Mr. Clemens is a key contributor to Park Lane\u2019s valuation practice and liaises with the firm\u2019s broker dealer to manage compliance efforts. He has authored several SportsBusiness Journal articles and sports industry white papers on behalf of Park Lane.","spans":[]},{"type":"paragraph","text":"Mr. Clemens is a graduate of Cornell University, where he earned a B.A. in Economics and Spanish. He also studied in Spain at the University of Seville. ","spans":[]},{"type":"paragraph","text":"Mr. Clemens currently holds the Series 7, 62, 63, and 79 registrations with\u00a0FINRA.","spans":[{"start":76,"end":81,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Edwin E. Draughan","spans":[]}],"tag":[{"type":"paragraph","text":"Investment Banking Associate","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/edwindraughan\/","spans":[]}],"photo":{"link_type":"Media","name":"ParkLane.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/732c3629-4e8c-4668-b470-ea7d8752800f_ParkLane.jpeg?auto=compress,format","size":"30436","height":"300","width":"300"},"description1":[{"type":"paragraph","text":"Mr. Edwin E. Draughan is an Investment Banking Associate at Park Lane.","spans":[]},{"type":"paragraph","text":"Edwin has been a member of Park Lane since 2018 and is actively involved across all of the firm\u2019s services. Mr. Draughan\u2019s responsibilities include reviewing prospective incoming deals, managing client and investor relations, conducting due diligence, and assisting in the preparation of our client\u2019s marketing and financial material. Since his arrival, Mr. Draughan has been a key contributor in originating and closing deals in the Sports M&A, Capital Group and Franchise Valuations verticals.","spans":[]},{"type":"paragraph","text":"Prior to Park Lane, Mr. Draughan was a professional basketball player in Europe. During his 10-year career, Mr. Draughan competed and won championships in countries such as Switzerland, France, and Hungary. Toward the end of his professional basketball career, he founded the private wealth management\/financial planning firm, Diesel Financial, where he helped professional athletes build a strong financial future. During that time, he earned his C.F.P. (Certificate of Financial Planning) and E.A. (Enrolled Agent) distinction.","spans":[]},{"type":"paragraph","text":"Mr. Draughan earned his undergraduate degree at Yale University and he earned a M.B.A. from the Marshall School of Business at University of Southern California. ","spans":[]},{"type":"paragraph","text":"Mr Draughan currently holds the Series 63, 79 and 82 registrations with FINRA.","spans":[{"start":72,"end":77,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"David Hartzell","spans":[]}],"tag":[{"type":"paragraph","text":"Senior Analyst","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/hartzell3\/","spans":[]}],"photo":{"link_type":"Media","name":"David.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/fd393914-28af-4b17-a2e7-6fff020afcf8_David.jpeg?auto=compress,format","size":"20208","height":"314","width":"314"},"description1":[{"type":"paragraph","text":"Mr. David Hartzell is a Senior Analyst for Park Lane Investment Bank. His primary role is to effect securities transactions, namely within the primary and secondary markets. Mr. Hartzell is focused on facilitating transactions in later stage, illiquid stock in private companies.","spans":[]},{"type":"paragraph","text":"Prior to Park Lane, Mr. Hartzell was enlisted in the United States Navy. Mr. Hartzell earned his BS in International Business at SUNY Buffalo. He currently resides in Southern California. ","spans":[]},{"type":"paragraph","text":"Mr. Hartzell currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":64,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Bianca Medici","spans":[]}],"tag":[{"type":"paragraph","text":"Controller, Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/bianca-medici-ab501b35\/","spans":[]}],"photo":{"link_type":"Media","name":"bianca.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/3a10a983-215e-4933-9367-23a297c4fae9_bianca.jpg?auto=compress,format","size":"15056","height":"248","width":"248"},"description1":[{"type":"paragraph","text":"Bianca Medici is the Controller and a Principal at Park Lane.\u00a0","spans":[]},{"type":"paragraph","text":"Ms.\u00a0Medici serves as Park Lane\u2019s Controller and is responsible for supporting the accounting and cash management activities of Park Lane, the proprietary Fund, and the portfolio companies. Medici has over 20 years of experience in accounting and finance.\u00a0","spans":[]},{"type":"paragraph","text":"Prior to her role at Park Lane,\u00a0Ms.\u00a0Medici served as\u00a0an\u00a0accountant to Rogers Foam Corporation, Accounts Payable Clerk at Beacon, and accounting manager at\u00a0ThinkBox\u00a0Inc.\u00a0","spans":[]},{"type":"paragraph","text":"Ms.\u00a0Medici\u00a0earned a B.A.\u00a0in\u00a0Mathematics from Wellesley College where she graduated with distinction.\u00a0Ms.\u00a0Medici also attended Harvard University and UCLA where she completed her accounting program.\u00a0\u00a0\u00a0","spans":[]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"ZH7cWRYAADAACmgp","uid":"brahm-pillai","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZH7cWRYAADAACmgp%22%29+%5D%5D","tags":[],"first_publication_date":"2023-06-06T07:19:06+0000","last_publication_date":"2023-06-06T07:21:50+0000","slugs":["pillai-capital"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Pillai Capital Corp Logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/303e9b4a-969e-4376-9226-f2523722284f_Pillai+Capital+Corp+Logo.jpg?auto=compress,format","size":"4442","height":"200","width":"200"},"name":[{"type":"paragraph","text":"Pillai Capital","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Direct Deal","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/pillaicapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Brahm Pillai","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Executive Officer","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brahmpillai\/","spans":[]}],"photo":{"link_type":"Media","name":"Brahm Pillai_Headshot.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/11e6cf5a-f6a6-4f41-9f27-b25ff521cd18_Brahm+Pillai_Headshot.jpg?auto=compress,format","size":"3861688","height":"2631","width":"2105"},"description1":[{"type":"paragraph","text":"Mr. Brahm Pillai is the Founder and Executive Officer of Pillai Capital, a boutique investment banking and advisory firm based in New York. Prior to launching Pillai Capital, Mr. Pillai was Managing Director at Keystone Global, where he focused on digital strategies within the investment banking and consulting divisions.","spans":[]},{"type":"paragraph","text":"\u00a0Before his pivot into investment banking, Mr. Pillai was a hedge fund professional, serving as Managing Director at SkyBridge Capital (\u201cSkyBridge\u201d), a global investment firm, from 2010 to 2022. Handling various roles over nearly twelve years, Mr. Pillai was primarily responsible for investment management, hedge fund trading, portfolio operations, F\/X, and investment risk diligence, in addition to helping the firm establish its affiliated venture group and Financial Technology platforms.","spans":[]},{"type":"paragraph","text":"\u00a0From October 2005 to July 2010, Mr. Pillai held similar investment management roles within Citigroup Alternative Investments (CAI) Hedge Fund Management Group (HFMG). SkyBridge acquired HFMG from Citigroup in July 2010.","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Pillai received his M.B.A. from The Johnson School of Management at Cornell University in May 2014 and his B.A. from The Gallatin School at New York University in September 2001. Mr. Pillai received his Certified Blockchain & Finance Professional (CBFP) Certificate issued by the Blockchain Council in January 2022.","spans":[]},{"type":"paragraph","text":"\u00a0Mr. Pillai currently holds FINRA Series 7, 24, 63, 79, and 99 licenses with FINRA","spans":[{"start":77,"end":82,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org"}}]}]}],"affiliate":[]}},{"id":"YY1FjxEAACAAGE-b","uid":"qmc-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1FjxEAACAAGE-b%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:32:18+0000","last_publication_date":"2022-09-19T15:06:06+0000","slugs":["qmc-llc","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"QMC_logo2.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5f127c76-1113-40a7-a554-0e52d7418a87_QMC_logo2.jpg?auto=compress,format","size":"11410","height":"89","width":"150"},"name":[{"type":"paragraph","text":"QMC, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Phoenix, AZ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Emerging hedge fund managers and opportunistic in looking at litigation finance strategies","spans":[]}],"website":[{"type":"paragraph","text":"http:\/\/www.qmcllc.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Marc Rosenberg","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/marc-j-rosenberg-0743621\/","spans":[]}],"photo":{"link_type":"Media","name":"QMC.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/35d5372c-98dc-425e-aca2-419ea8311317_QMC.jpeg?auto=compress,format","size":"30647","height":"450","width":"450"},"description1":[{"type":"paragraph","text":"Mr. Marc Rosenberg is the Founder and Managing Partner of Quality Manager Consultants, LLC (QMC, LLC), a firm focused on capital placement through the selection and introduction of high quality alternative investment managers to his universe of investor relationships which is comprised largely of family offices that Mr. Rosenberg has cultivated over decades.\u00a0 For the past 15 years, he has been committed to building his business through QMC, LLC and has raised a significant amount of capital across a wide variety of hedge fund managers and strategies.","spans":[]},{"type":"paragraph","text":"Mr. Rosenberg began his career in finance in the early 80s and then began working for Bear Stearns & Co. in San Francisco where he was primarily advising high-net-worth families regarding hedge fund investments.\u00a0 Prior to Bear Stearns, He also worked in similar capacities at Lehman Brothers, Inc. and Sutro & Co. Inc., as well as CIBC World Markets Corp.","spans":[]},{"type":"paragraph","text":"Mr. Rosenberg has been recognized for his hedge fund expertise and was interviewed by the Senior Lawyers Division of the American Bar Association in their National Quarterly Magazine, \u201cVoice of Experience\u201d, on how to hire a money manager.\u00a0 He has been a featured speaker and panelist at industry investment conferences including Institutional Investor, Opal, and IMN.\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Rosenberg graduated magna cum laude from the University of Michigan, and received his Juris Doctorate from the New School of Law.","spans":[{"start":24,"end":39,"type":"em"}]},{"type":"paragraph","text":"Mr. Rosenberg currently holds the Series 7 & Series 63 registrations with FINRA.","spans":[{"start":74,"end":80,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]},{"name1":[{"type":"paragraph","text":"Mary Banchero","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[]}],"linkedin":[],"photo":{"link_type":"Media","name":"Mary-Banchero-Headshot-BW.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/d3139b0d-68b9-4711-a896-f667306e58aa_Mary-Banchero-Headshot-BW.jpg?auto=compress,format","size":"112333","height":"716","width":"834"},"description1":[{"type":"paragraph","text":"Ms. Mary Banchero is Managing Director with Quality Manager Consultants, LLC (QMC). She works with Marc Rosenberg, the founder of QMC, focusing on introducing high quality alternative investment managers to family offices and high-net-worth individuals. Prior to joining QMC, Mary was an attorney practicing in San Francisco, California.","spans":[]},{"type":"paragraph","text":"She received a Bachelor of Arts degree in philosophy from Princeton University, and graduated magna cum laude from Hastings College of the Law.","spans":[]},{"type":"paragraph","text":"Ms. Banchero currently holds the Series 7 & 63 registrations with FINRA","spans":[{"start":66,"end":71,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"Y_0m8RIAAC8AEU5_","uid":"ridge-beech","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Y_0m8RIAAC8AEU5_%22%29+%5D%5D","tags":[],"first_publication_date":"2023-02-28T12:38:29+0000","last_publication_date":"2023-02-28T12:38:29+0000","slugs":["ridge-beech"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"Ridge beech.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/5d961165-1d04-4175-88f5-14d172e629a5_Ridge+beech.png?auto=compress,format","size":"97206","height":"2250","width":"4000"},"name":[{"type":"paragraph","text":"Ridge Beech","spans":[]}],"location":[{"type":"paragraph","text":"Springfield, NJ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Fund, Private Equity, Venture Capital, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Saul Felman","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/saul-felman-838453\/","spans":[]}],"photo":{"link_type":"Media","name":"Ridge Beech - Saul.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/87dd9911-4caa-4152-8212-ee28be9c10be_Ridge+Beech+-+Saul.jpg?auto=compress,format","size":"488154","height":"2439","width":"1620"},"description1":[{"type":"paragraph","text":"Mr. Saul Felman is the managing partner of Ridge Beech, LLC. 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Prior to Telemark Group, Mr. Felman was a market-maker of equity options on the American Stock Exchange and of commodity options on the New York Board of Trade. ","spans":[]},{"type":"paragraph","text":"Mr. Felman received a BA from Yeshiva College and an MBA from New York University. 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Mr. Radov was CEO and Co-Founder of VocaLoca, Inc., an innovator in consumer-generated audio content on the Internet. Mr. Radov was a founding executive of About, Inc. and was its EVP of Business Development and CFO from its inception until it became the 6th busiest Internet property and completed its initial public offering in 1999. About merged with Primedia (NASDAQ: PRM), was acquired by The New York Times Company (NYSE: NYT), and now is owned by IAC (NASDAQ: IAC) and rebranded as Dotdash.","spans":[]},{"type":"paragraph","text":"Mr. Radov was previously a Director at Prodigy Systems Company, a joint venture of IBM and Sears. Mr. Radov was a principal in the management of a series of public limited partnerships that invested over $800 million in the production and in distribution of more than 130 major motion pictures. 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","spans":[]},{"type":"paragraph","text":"Mr. Radov earned an M.B.A. from The Wharton School of the University of Pennsylvania and holds a B.A. degree from Cornell University.","spans":[]},{"type":"paragraph","text":"Mr. Radov currently holds Series 63 and 82 registrations with\u00a0FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"YY1HrBEAACMAGFmr","uid":"willet-irving","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY1HrBEAACMAGFmr%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T16:41:19+0000","last_publication_date":"2022-10-04T08:48:26+0000","slugs":["willet-irving","new-york-ny"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"willet irving logo.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/8fc75a8f-3d4c-4055-a353-bfdd3218e598_willet+irving+logo.jpg?auto=compress,format","size":"8735","height":"45","width":"150"},"name":[{"type":"paragraph","text":"Willet Irving","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Real Estate, Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Jesse Schraft, CAIA","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jesseschraft\/","spans":[]}],"photo":{"link_type":"Media","name":"Willet.jpeg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/da54d877-7b6f-42f9-9e56-b8c2cc43e9b2_Willet.jpeg?auto=compress,format","size":"18654","height":"345","width":"345"},"description1":[{"type":"paragraph","text":"Mr. Jesse Schraft founded Willet Irving, LLC in 2012 to identify alternative investment opportunities on behalf of institutional and family office investment professionals. 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","spans":[]},{"type":"paragraph","text":"Mr. Schraft is a Chartered Alternative Investment Analyst (CAIA\u2122) and holds the Series 7, and Series 63 registrations with FINRA.","spans":[{"start":123,"end":128,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"}]}},{"id":"ZCL1NREAAC4ACJWq","uid":"witherspoon-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZCL1NREAAC4ACJWq%22%29+%5D%5D","tags":[],"first_publication_date":"2023-03-28T14:30:46+0000","last_publication_date":"2023-03-28T14:30:46+0000","slugs":["witherspoon-partners"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","name":"witherspoon_logo.png","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/e6355ebd-3171-44b2-ac28-fc758c8a0e32_witherspoon_logo.png?auto=compress,format","size":"8727","height":"76","width":"612"},"name":[{"type":"paragraph","text":"Witherspoon Partners","spans":[]}],"location":[{"type":"paragraph","text":"Princeton, NJ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Equity, Private Credit, Real Estate, Infrastructure funds, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"http:\/\/witherspoonpartners.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Keith Danko","spans":[]}],"tag":[{"type":"paragraph","text":"Founding Partner and Managing Member","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/keith-danko-20a33a47\/","spans":[]}],"photo":{"link_type":"Media","name":"keith - Witherspoon Partners.jpg","kind":"image","url":"https:\/\/images.prismic.io\/stonehaven\/356b1896-b5de-4985-b171-16fa6a27ce8f_keith+-+Witherspoon+Partners.jpg?auto=compress,format","size":"2794565","height":"4578","width":"4577"},"description1":[{"type":"paragraph","text":"Mr. Keith Danko is the Founding Partner and Managing Member of Witherspoon Partners.\u00a0","spans":[]},{"type":"paragraph","text":"Witherspoon Partners works with alternative managers to develop opportunities in various asset classes, including private equity, real estate, venture, shipping, and hedge fund strategies. 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Mr. Landry later transitioned to a Corporate Development role where he led a direct sourcing campaign for a Fintech Technology startup targeting software development businesses in the US, LAT AM, and Eastern Europe.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Landry earned a B.A. from Bowdoin College and an M.B.A. from Caledonian Business School.\u202f\u00a0","spans":[]},{"type":"paragraph","text":"As a former professional ice hockey player (New York Islanders\/Washington Capitals), he is passionate about helping NCAA and professional athletes transition into finance.\u00a0\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Landry currently holds Series 7 and 63 registrations with\u00a0FINRA.\u00a0","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/us-east-2.protection.sophos.com\/?d=finra.org&u=aHR0cDovL2ZpbnJhLm9yZy8=&p=m&i=NjE5ZDc2NDliM2ZjOGMwZTFjMTlhYjE1&t=NW94YnJQKzBjazdNeGROcXAzM1VQTHlkelp4eWxHVTUzR0tnVDB4dnNVND0=&h=01194dd61df14e0e94aa60a7e0d08b63&s=AVNPUEhUT0NFTkNSWVBUSVa5G5tgeEv0g_jlL4EVg_5nQZt4g_bkdAsBd-n4NFQD4A","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"venture-capital"}]}}] [{"id":"YYK-dREAACQAKbCu","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YYK-dREAACQAKbCu%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-03T16:53:13+0000","last_publication_date":"2023-04-02T20:00:51+0000","slugs":["david-frank-cfa"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"David Frank, CFA","spans":[{"start":0,"end":11,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/1a3956f4-f271-468e-8f4e-35e5ec0027c0_Group+1174+%281%29.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"CEO, Founder & Managing Partner","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/david-frank-cfa-68897a5\/","spans":[]}],"description":[{"type":"paragraph","text":"David Frank is the Founder and CEO of Stonehaven. ","spans":[]},{"type":"paragraph","text":"Mr. Frank leads the strategy, design and execution of all aspects of the Firm\u2019s technology, data, compliance, legal, due diligence, finance, and operations architecture.\u00a0 Mr. Frank focuses on curating a highly engaged Stonehaven community and building key relationships across the broader finance and technology industries.\u00a0 Mr. Frank pivoted Stonehaven into a FinTech business in 2018 to create a next-generation platform to support the needs of capital market professionals.\u00a0 Mr. Frank founded Stonehaven in 2001, initially cutting his teeth raising capital and then building teams to orchestrate a broad range of investment banking and placement agent activity.\u00a0 ","spans":[]},{"type":"paragraph","text":"Prior to founding Stonehaven, Mr. Frank worked in the Mergers & Acquisitions group of Robertson Stephens in San Francisco.","spans":[]},{"type":"paragraph","text":"Mr. Frank has expertise across a wide range of disciplines including venture capital, real estate, private equity, private credit, hedge funds, infrastructure, M&A, secondaries, private placements and traditional asset management. Mr. Frank is a frequent speaker on topics including FinTech, capital markets, investment banking, alternative investments and entrepreneurship.","spans":[]},{"type":"paragraph","text":"Mr. Frank graduated with honors from the University of Michigan\u2019s Ross School of Business with a B.B.A. Mr. Frank is a CFA charterholder and an active member of the Young Presidents\u2019 Organization where he helps lead the Investment Banking Network. Currently, Mr. Frank holds the Series 7, 24, 31, 66, 79 and 99 registrations with FINRA. 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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\u2019s 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\u2019s CCO and has maintained the Firm\u2019s exemplary record through each regulatory exam despite the complexities of a dynamic regulatory landscape, a growing team, and a business model unique to regulators.","spans":[]},{"type":"paragraph","text":"Prior to joining Stonehaven, Mr. Jafarzadeh was Head Trader for a 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.","spans":[]},{"type":"paragraph","text":"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 served as an elected member and Small Firm Representative of the FINRA New York City Regional Committee which serves the greater metropolitan area of New York and its five boroughs between 2017 and 2020. \u00a0\u00a0Mr. Jafarzadeh also currently serves as a FINRA Hearing Panelist for FINRA disciplinary hearings.\u00a0 Mr. Jafarzadeh is also a former member of the Board of Directors for the Third Party Marketers Association where he served as Director of Communications for the Regulatory Committee. ","spans":[]},{"type":"paragraph","text":"Mr. Jafarzadeh holds the Series 7, 14, 24, 31, 55, 57, 63, 79 and 99 registrations with FINRA. Mr. Jafarzadeh lives in Fairfield, CT.","spans":[]}]}},{"id":"YY0PBBEAACEAF0xJ","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0PBBEAACEAF0xJ%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:39:35+0000","last_publication_date":"2022-09-06T11:09:46+0000","slugs":["mark-j.-sullivan-cfa","mark-j.-sullivancfa"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Mark J. Sullivan, CFA","spans":[{"start":0,"end":18,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/ffd97a27-e6ac-4edb-a8b9-3d908e8e7933_Group+1194.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Chief Growth Officer","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/mark-sullivan-cfa-11b87511\/","spans":[]}],"description":[{"type":"paragraph","text":"Mark Sullivan is the Chief Growth Officer at Stonehaven, LLC.\u00a0 Mr. Sullivan leads efforts to expand the firm\u2019s footprint by expanding the platform\u2019s Affiliate Partner constituency in the US and abroad, establishing marketplace partnerships and promoting market presence.\u00a0 Mr. Sullivan also works closely with the CEO and senior management to design all aspects of the firm\u2019s product offering.\u00a0","spans":[]},{"type":"paragraph","text":"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\u2019s 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.\u00a0","spans":[]},{"type":"paragraph","text":"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.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Sullivan also worked with Morgan Stanley Dean Witter in their Private Wealth Management division from 1998 to 2000.\u00a0","spans":[]},{"type":"paragraph","text":"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 CFA Society of New York. Currently, Mr. Sullivan holds the Series 3, 7, 24, and 63 registrations with FINRA. 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Mr. Brooks leads the design, technical development and product support for the Firm\u2019s FinTech business including the Nexus platform. He also leverages technology and process design to enable the overall Stonehaven platform to scale and create value for the management & operations team, Affiliate Partners, clients, and investors.","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Brooks spent over 7 years working as a Salesforce technology consultant leading the design and development of large-scale enterprise application projects, most recently as a Solution Architect at Acumen Solutions. Highlights of Mr. Brooks experience includes work for industry-leading companies including Time Warner Spectrum, Vodafone, Club Car, Kaplan Test Prep, Moody\u2019s Analytics, National Board of Medical Examiners and Harvard Business Review.","spans":[]},{"type":"paragraph","text":"Mr. Brooks holds a B.A. in Philosophy and Political Science from Northwestern University. Mr. Brooks holds the following Salesforce certifications: Certified Administrator, Force.com Developer, Service Cloud Consultant, Sales Cloud Consultant, Community Cloud Consultant, Radian6 Marketing Cloud Accreditation and Prosci Change Management. Mr. Brooks lives in New York City with his wife.","spans":[]}]}},{"id":"YY0PYBEAACMAF04P","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0PYBEAACMAF04P%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:41:08+0000","last_publication_date":"2022-07-26T17:47:31+0000","slugs":["chris-yager-cpa","chris-yagercpa"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Chris Yager, CPA","spans":[{"start":0,"end":13,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/5c8dbc9b-89a8-486e-8bbe-c9d4e837883e_Group+1191.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Chief Financial Officer","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/christopher-yager-cpa-ctp-0369685\/","spans":[]}],"description":[{"type":"paragraph","text":"Christopher Yager is a Partner and the CFO of Stonehaven LLC. Mr. Yager is responsible for overseeing all financial aid and accounting functions of the Firm. Mr. Yager has extensive experience in broker-dealer specific accounting, finance, operations, and regulatory reporting as well as treasury management and forecasting and analysis. ","spans":[]},{"type":"paragraph","text":"Prior to joining Stonehaven, Mr. Yager was a Director at Moelis & Company where he was responsible for all accounting, finance and reporting requirements of the regulated broker-dealer business. In addition, he managed a firmwide annual revenue stream in excess of $1 billion, oversaw the Firm\u2019s treasury management functions and provided critical reporting metrics to the Firm\u2019s management team. ","spans":[]},{"type":"paragraph","text":"Earlier in his career, Mr. Yager was a Senior Manager within the Financial Control Group at Morgan Stanley and before that, he began his career in public accounting at McGladrey & Pullen. ","spans":[]},{"type":"paragraph","text":"Mr. Yager has a B.S. in Accounting from the Peter J. Tobin College of Business at St. John\u2019s University. He is a Certified Public Accountant, holds the Series 27 registration with FINRA, and earned the Certified Treasury Professional certification.","spans":[]}]}},{"id":"YY0PjhEAACAAF07w","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0PjhEAACAAF07w%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:41:53+0000","last_publication_date":"2023-02-07T14:10:10+0000","slugs":["brian-gaffney"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Brian Gaffney","spans":[{"start":0,"end":13,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/713cd12e-8f80-441c-8379-7c813f6c2133_Group+1188.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Head of Due Diligence & Mandate Management","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brian-gaffney\/","spans":[]}],"description":[{"type":"paragraph","text":"Brian Gaffney is the Head of Due Diligence & Mandate Management and a Partner of Stonehaven. In this role, Mr. Gaffney manages all aspects of Mandate operations, including onboarding, due diligence, marketing preparedness, visibility and ongoing support, across direct investments and alternative investment funds & managers. He also works closely with the CEO, senior management and technology team to develop processes and design technology to streamline workflows, improve content delivery and increase value for stakeholders ","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Gaffney most recently led GIC\u2019s operational due diligence efforts for over 3 years on alternative investment funds, sponsors, platform companies and operating partners for private equity, venture, real estate, infrastructure, credit and secondaries strategies across the Americas and Europe. ","spans":[]},{"type":"paragraph","text":"Prior to GIC, Mr. Gaffney worked at Blackstone, where he managed the Sarbanes-Oxley (SOx) compliance program and worked on other governance, risk and compliance projects for the Corporate Finance and the Real Estate groups. ","spans":[]},{"type":"paragraph","text":"Mr. Gaffney previously worked at KPMG from 2012 to 2016 as a Senior Associate in their asset management practice focusing on real estate and broker-dealer clients. ","spans":[]},{"type":"paragraph","text":"Mr. Gaffney earned a combined BS\/MBA from the Kania School of Management at the University of Scranton where he was awarded a Graduate Assistantship position in the Economics and Finance Department. Mr. Gaffney is a licensed CPA (New York) and a Certified Fraud Examiner. Mr. Gaffney lives in Oyster Bay, NY, with his wife, three children, and golden retriever.","spans":[]}]}},{"id":"YY0P_xEAACMAF1EY","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0P_xEAACMAF1EY%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:44:25+0000","last_publication_date":"2022-07-26T17:53:30+0000","slugs":["brittany-boyd","domenic-miele"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Brittany Boyd","spans":[{"start":0,"end":13,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/5c0cb311-f1cd-4c98-98ad-f05e303fd380_Group+1189.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Director of Partner Success","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brittanyaboyd\/","spans":[]}],"description":[{"type":"paragraph","text":"Brittany Boyd is the Director of Partner Success at Stonehaven. Ms. Boyd leads the development and management of the Partner Success Program to optimize onboarding, training, and support for Stonehaven Affiliate Partners. ","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Ms. Boyd spent over 8 years leading digital marketing and business consulting companies building and managing successful programs for Salesforce user communities. Most recently she consulted for the Department of Health to train end-users on a database tool used for COVID-19 tracing. ","spans":[]},{"type":"paragraph","text":"Ms. Boyd has a Bachelor of Arts in Communications, focusing on Political and Public Speech, from Georgia State University. Ms. Boyd is an avid Salesforce Trailblazer and an active member of the Atlanta Chapter of the Women in Technology (WIT) community. 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","spans":[]},{"type":"paragraph","text":"Mr. Shukla currently resides in Northern Jersey, although his heart will always remain in Philadelphia.","spans":[]}]}},{"id":"Ys0osxYAADEAseJn","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=ZH7ejhYAAC8ACnH7&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Ys0osxYAADEAseJn%22%29+%5D%5D","tags":[],"first_publication_date":"2022-07-12T07:54:31+0000","last_publication_date":"2022-07-26T17:56:52+0000","slugs":["vy-theologidy"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Vy Theologidy","spans":[]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/f2b6231d-a7ef-43d1-afcd-f5d703f0f69e_VTY2.png?auto=compress,format"},"tag":[{"type":"paragraph","text":"Mandate Due Diligence & Operations Manager","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/vy-theologidy-8179a5ab\/","spans":[]}],"description":[{"type":"paragraph","text":"Vy Theologidy is the Mandate Due Diligence and Operations Manager at Stonehaven. 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","spans":[]},{"type":"paragraph","text":"Mr. Rai has over a year of experience in a financial consultancy firm providing end to end bookkeeping services to its clients. 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","spans":[]},{"type":"paragraph","text":"Ms. Sharma has previously worked with Indian government companies, state high court lawyers, and session courts. Notably she has been involved with child welfare committees and women shelters homes to provide them legal aid and making them aware of their rights. ","spans":[]},{"type":"paragraph","text":"Ms. Sharma has a qualified Bachelor of Laws degree from Savitribai Phule Pune University and a Master of Laws degree in Corporate Law from Amity University. 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","spans":[]},{"type":"paragraph","text":"Mr. Chawda has qualified Bachelor of Science degree in Physics from Science College, Raipur. He also holds a Master\u2019s Degree in Computer Science from Disha College, Raipur, Chhattisgarh.","spans":[]}]}}]

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The NEXUS of Capital
and Opportunity™

We've curated a synergistic ecosystem of
specialists across all asset classes

We’re
dedicated to
our community
values

We're a seasoned team of finance,
technology, legal, compliance, accounting
and operations professionals

We have a diverse community of
Affiliate Partners