Jeffrey Seo, Managing Partner of ExceLink Advisors LLC, Joins Stonehaven’s Affiliate Platform
We are excited to announce that Mr. Jeffrey Seo has officially joined Stonehaven, LLC as the Managing Partner of Affiliate Partner Group, ExceLink Advisors LLC.
ExceLink Advisors LLC is a boutique financial services firm providing capital raising services to select Alternative Investment Managers, identified opportunistically from the full spectrum of structures and strategies within the private offering realm both in Asia and the US.
Mr. Seo has long been recognized by Wall Street for his insight into the Global financial markets and extends his expertise in business development, sales & marketing, financial analysis and fund raising to each engagement. Prior to founding ExceLink Advisors, Mr. Seo was a Senior Vice President at Macquarie Group, serving as the global relationship manager for many of the most significant US based Global Asset Managers and Family Offices. Prior to Macquarie, Mr. Seo was an Executive at Standard Chartered Bank where he orchestrated the successful build-out of the North American Equity trading desk and spearheaded cross-selling initiatives across the Bank’s Corporate footprint.
Previously, Mr. Seo was a Managing Director for Piper Jaffray in New York, where he built their Asian Equity sales and trading business in the United States as well as served as the Executive Director for Kim Eng Securities and later Maybank, with operational oversight as Head of North America.
Mr. Seo started his career with Ernst & Young, putting to practice his B.S. in Accounting and International Business from New York University’s Stern School of Business, as a Senior Consultant. Mr. Seo, his wife Alisa Ko and 3 children reside in New York City and have been active across a number of charitable organizations, most recently serving on the Board of Directors for the Korean American Community Foundation. Mr. Seo currently holds the Series 7, 24, 55, & 63 registrations with
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.
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