Bank on It Podcast: Episode 577 David Frank from Stonehaven

insights

2023-06-29

About the Host:

John is the founder of ListenDeck, a full-service podcast and video production company, which has produced over 1000 episodes of various podcasts. He is the host of the ‘Bank On It’ podcast, which features over 500 episodes starring high-profile fintech leaders and entrepreneurs. 

Episode Overview:

In this episode, the host John Siracusa chats remotely with David Frank,  Founder & CEO at Stonehaven.  Stonehaven is a global private capital markets FinTech platform for a diverse community of investment bankers and placement agents.

About David Frank

David founded Stonehaven in 2001 and pivoted it into a fintech business in 2018. Prior to Stonehaven, he worked at Robertson Stephens in San Francisco. David graduated with honors from the University of Michigan with a BBA; he is a CFA Charterholder and holds the Series 7, 24, 31, 66, 79, and 99 registrations with FINRA. He is also an active member of the Young Presidents’ Organization, where he helps lead the Investment Banking Network.

About Stonehaven

Stonehaven's platform enables affiliate partners, companies, and investors to strategically connect across the globe, leveraging its operating system and collaborative community. Stonehaven, LLC is an SEC Registered Broker Dealer and FINRA Member Firm. Stonehaven is active across real estate, private equity, venture capital, private credit, hedge funds, long-only strategies, direct private placements, secondaries, and M&A.

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About Stonehaven, LLC

Stonehaven is a private capital markets FinTech operating system (technology + infrastructure + data) and collaboration network (origination + distribution) for investment bankers and placement agents (Affiliate Partners) to support companies and investors. Our next generation operating system supports the entire lifecycle of deals: sourcing, contracting, due diligence, identifying target investors/buyers, managing execution (robust CRM architecture), collaborating with other dealmakers, reporting and closing transactions. Our Affiliate Partners are active across all sectors of private capital markets: raising capital, executing M&A transactions and conducting secondaries.

Jul 10, 2026

Tyler Kelso and Siena Gailloux of Signal Strength Advisors, LLC, Joins Stonehaven’s Affiliate Platform

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Jul 09, 2026

Roy Mossy of Graytable Securities, LLC, Joins Stonehaven’s Affiliate Platform

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Jul 09, 2026

John Worley and Scott Cohen of Twelve East Capital, Joins Stonehaven’s Affiliate Platform

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Jun 24, 2026

Bill Sigona of Tall Pines Capital, LLC, Joins Stonehaven’s Affiliate Platform

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Jun 17, 2026

Joshua Prell of IH Secondaries, LLC Joins Stonehaven’s Affiliate Platform

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May 27, 2026

Angelica Nikolausson of ANR Capital LLC Joins Stonehaven’s Affiliate Platform

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May 27, 2026

Emily Harman of Harman Capital LLC Joins Stonehaven’s Affiliate Platform

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May 14, 2026

Stonehaven Chief Compliance Officer Steven Jafarzadeh Participated as a Speaker at the 2026 FINRA Annual Conference

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Apr 23, 2026

Jon Conner of JC Strategic Capital LLC Joins Stonehaven’s Affiliate Platform

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Apr 21, 2026

Travis Hayes of Hayes Securities LLC Joins Stonehaven’s Affiliate Platform

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LATEST NEWS
  • Jul 10, 2026

    Tyler Kelso and Siena Gailloux of Signal Strength Advisors, LLC, Joins Stonehaven’s Affiliate Platform

    read more
  • Jul 09, 2026

    Roy Mossy of Graytable Securities, LLC, Joins Stonehaven’s Affiliate Platform

    read more
  • Jul 09, 2026

    John Worley and Scott Cohen of Twelve East Capital, Joins Stonehaven’s Affiliate Platform

    read more
SEE ALL NEWS