Mark Ricketson of Bru partners, Joins Stonehaven’s Affiliate Platform

We are excited to announce that Mark Ricketson, Managing Member of Bru Partners LLC, has joined as an Affiliate Partner.

Mr. Mark Ricketson is the Managing Member of Bru Partners.

After two decades in financial services, Mark founded Bru Partners in 2024 to connect alternative investment strategies with wealth managers, institutions, and family offices.

Bru Partners’ only goal is to bridge the gap between quality alternative managers seeking to raise capital and investors’ demand for quality assets that are not correlated with the broader public markets.

Before launching Bru Partners, Mark was a Director at SEI Private Wealth, where he provided tailor-made family office solutions, integrating planning and technology for sophisticated investors and their respective team of professionals.

Prior to SEI, he served as a Vice President at Fidelity Charitable, enjoying 17 years partnering with registered investment advisors, family offices, attorneys, CPAs, investment bankers, and other financial service professionals around strategic philanthropy. He specialized in tax-efficient structuring of charitable donations from closely held businesses prior to a liquidity event, raising well over $1B annually while assisting countless families with their philanthropic goals.

Mark earned his Bachelor of Science in Finance from The University of Massachusetts.

Mark currently holds the Series 7, 63, and 65 registrations with FINRA, and he also earned the Charter Advisor in Philanthropy (CAP) designation.