John Davis, Director of Secondaries of Shares Trading of Aureate Capital joins Stonehaven’s Affiliate Platform

press-releases

2022-03-04

We are excited to announce that Mr. John Davis has officially joined Stonehaven, LLC as Director of Secondaries of Shares Trading of Aureate Capital.

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.

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.

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.

Mr Davis had his education in Bachelor of Arts in Economics for Columbia University in the city of New York.

Mr. Davis currently holds Series 7, 55, 63 and 66 registrations with FINRA.

SHARE THIS
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.

Jun 05, 2024

Evan H. Katz of Crawford Ventures, Inc., Joins Stonehaven’s Affiliate Platform.

read more
read more

Jun 03, 2024

Kevin Constantine Joins as Stonehaven's Mandate Operations Counsel

read more
read more

May 29, 2024

Joel Simkins of XST Capital Group, LLC, Joins Stonehaven’s Affiliate Platform.

read more
read more

Apr 30, 2024

Andrei Gheorghe of Ramana Capital, Joins Stonehaven’s Affiliate Platform.

read more
read more

Apr 22, 2024

Adam Kneller of Capital Formation Partners, Joins Stonehaven’s Affiliate Platform.

read more
read more

Apr 18, 2024

The Journey from In-House Fund Marketer to Placement Agent

read more
read more

Apr 11, 2024

Brandon Crombeen of Greybrook Securities, Joins Stonehaven’s Affiliate Platform.

read more
read more

Apr 08, 2024

Christian Wood, Managing Partner of Riverview Capital Partners, Joins Stonehaven’s Affiliate Platform

read more
read more

Apr 08, 2024

Johnny Ruiz, Partner of Riverview Capital Partners, Joins Stonehaven’s Affiliate Platform

read more
read more

Apr 02, 2024

John "Wally" Sullivan of Supper Island Capital, Joins Stonehaven’s Affiliate Platform

read more
read more
LATEST NEWS
  • Jun 05, 2024

    Evan H. Katz of Crawford Ventures, Inc., Joins Stonehaven’s Affiliate Platform.

    read more
  • Jun 03, 2024

    Kevin Constantine Joins as Stonehaven's Mandate Operations Counsel

    read more
  • May 29, 2024

    Joel Simkins of XST Capital Group, LLC, Joins Stonehaven’s Affiliate Platform.

    read more
SEE ALL NEWS