Joseph Weilgus, Managing Partner at New Legacy Investment Group, LLC, Joins Stonehaven’s Affiliate Platform

press-releases

2019-09-10

We are excited to announce that Joseph Weilgus, Managing Partner at New Legacy Investment Group, LLC, has joined as our 31st Affiliate Partner.

Joseph Weilgus, CPA is the Managing Partner of New Legacy Investment Group, LLC, a capital raising group primarily focused on direct investments. He also currently serves as the CEO of the New Legacy Group of Companies, an SEC registered investment advisory firm that includes investment advisory and other services focused on the needs of families of significant net worth, a fund allocation business, and a direct investment business with holdings across technology, real estate, finance, and other sectors. Mr. Weilgus also co-founded Syno Capital, a New Legacy subsidiary focused on healthcare and bio-tech investments.

Prior to co-founding New Legacy in 2007, Mr. Weilgus was President of Geller Holdings, LLC and Managing Director, Client Relations at Geller & Co where he advised clients and firm principals on numerous investments and structured financial transactions, as well as the growth of the company’s business.

Prior to joining Geller, Mr. Weilgus was Director of Client Relations at American Express Tax and Business Services Inc. (“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.

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. Mr. Weilgus founded Project Sunshine out of his college dorm room in 1998. Its 18,000 volunteers now serve over 150,000 children a year in 175 cities across the U.S., Canada, Africa, China and the Middle East. In 2004, he was awarded the 8th Annual Business Leadership Award from Yeshiva University. He, along with Project Sunshine, has received numerous honorariums, including ringing the opening and closing bells at the NYSE and NASDAQ exchanges in honor of the Mayor Bloomberg’s declaration of Project Sunshine Week in New York City over the past several years.

Mr. Weilgus earned a B.S. in Accounting from Yeshiva University in 1999 and has participated in executive education programs at Harvard Business School. He was an undefeated NCAA tennis player and Editor-in-Chief of the business newspaper at Yeshiva. He is the Founder and Chairman of the Board of Project Sunshine, an active member of the Young Presidents Organization, a board member of the American Hebrew Academy in Greensboro, North Carolina. Mr. Weilgus currently holds the Series 7 and 63 licenses with FINRA.

SHARE THIS
About Stonehaven, LLC

Stonehaven is an industry leading global placement agent focused on hedge funds, private equity, real estate, venture capital, private placements, and long‐only strategies. Stonehaven’s platform serves as a nexus between select investment opportunities and the institutional investment community with a talented capital raising team and robust infrastructure. The Firm’s dynamic structure fosters an ever‐ evolving stable of distinctive managers to match the demand across the diverse investor community. Founded in 2001 by CEO David Frank, the Firm is entirely management owned, giving it complete independence to continue pursuing its entrepreneurial approach while maintaining the highest ethical and regulatory standards.

Dec 22, 2021

Jeffrey Appel, Founder & Managing Partner of JDA Funds Management Inc., Joins Stonehaven's Affiliate Platform

read more
read more

Nov 24, 2021

Chris Yager CPA Joins as Stonehaven’s CFO and Partner

read more
read more

Nov 22, 2021

Richard Conn Jr., Founder & Managing Partner of Eurasia Capital Group, Joins Stonehaven’s Affiliate Platform

read more
read more

Nov 22, 2021

Cody Shannon, Managing Partner at Cody James Capital LLC, Joins Stonehaven Affiliate Platform

read more
read more

Nov 15, 2021

Chris Cummock, Managing Director at MC Aureate LLC, Joins Stonehaven’s Affiliate Platform

read more
read more

Nov 03, 2021

Hedge Fund Alert – Stonehaven Expanding Affiliate Base

read more
read more

Nov 01, 2021

Brian Gaffney Joins as Stonehaven’s Head of Due Diligence, Mandate Management, and Partner

read more
read more

Oct 11, 2021

Bootstrappers: It Took This Visionary Financier 20 Years to Disrupt Investment Banking – Now He’s Earning $15 Million Revenue

read more
read more

Oct 01, 2021

Marisa Bryce, Founder and Managing Partner of Jack and Blue Capital, Joins Stonehaven’s Affiliate Platform

read more
read more

Oct 01, 2021

Dan Hubscher, Founder and Managing Partner of Changing Alpha Strategies, LLC, Joins Stonehaven’s Affiliate Platform

read more
read more
LATEST NEWS
  • Dec 22, 2021

    Jeffrey Appel, Founder & Managing Partner of JDA Funds Management Inc., Joins Stonehaven's Affiliate Platform

    read more
  • Nov 24, 2021

    Chris Yager CPA Joins as Stonehaven’s CFO and Partner

    read more
  • Nov 22, 2021

    Richard Conn Jr., Founder & Managing Partner of Eurasia Capital Group, Joins Stonehaven’s Affiliate Platform

    read more
SEE ALL NEWS