David Frank is the CEO, Founder & Managing Partner of Stonehaven, LLC. Mr. Frank founded the Firm in 2001 and has spent over 19 years leading the strategic vision of the Firm, designing the overall architecture and infrastructure of the Firm’s platform, building and managing key relationships across the financial industry, developing the Firm’s Nexus technology platform, curating the Affiliate Partner community, conducting due diligence on capital raising mandates and direct investments, managing financial systems, collaborating with the Firm’s CCO to oversee important compliance matters, and working tirelessly with clients to raise capital among established investor relationships globally.
Mr. Frank has significant experience in a wide range of investment strategies across real estate, private equity, private credit, venture capital, hedge funds, infrastructure, M&A, secondaries, private placements and traditional asset management. Mr. Frank is a frequent speaker on topics including capital raising, alternative investments, investment banking and FinTech.
Prior to founding Stonehaven, Mr. Frank worked in the Mergers & Acquisitions group of Robertson Stephens in San Francisco. Mr. Frank graduated with honors from the University of Michigan’s Ross School of Business with a B.B.A. Mr. Frank is a CFA charterholder, a member of the Young Presidents’ Organization, and active with the New York Society of Security Analysts. Currently, Mr. Frank holds the Series 7, 24, 31, 66, 79 and 99 registrations with FINRA. Mr. Frank lives in Rye Neck, NY with his son and daughter.