Mark Sullivan, CFA, Joins Stonehaven As Managing Director & Partner

press-releases

2013-07-01

We are proud to announce that Mark Sullivan, CFA has joined the Stonehaven team as Managing Director & Partner. Mr. Sullivan will work closely with Stonehaven’s CEO to spearhead origination and ongoing management of mandates while also playing a senior management role. Stonehaven is very fortunate to have attracted such a talented member to our management & operations team, and we are excited to leverage his experience to ramp up new products and grow the platform.

Prior to Stonehaven, Mr. Sullivan was the Director of US Sales Management at Man Investments Inc. where he coordinated product operations and development and managed related workflow across stakeholders including investment management, marketing, third party investors, service providers, legal, compliance, operations, reporting and management. Mr. Sullivan came to Man Investments Inc. following the acquisition of Ore Hill Partners LLC in May 2011, where Mr. Sullivan was a Partner and served as the firm’s CFO and COO for over 8 years. Mr. Sullivan built and managed all non‐investment functions for the multi‐product alternative asset management firm and was integral in helping grow the firm from $70 million & 7 employees to $3 billion AUM & 45 employees. Prior to Ore Hill Partners LLC, Mr. Sullivan worked for Credit Suisse First Boston / Donaldson, Lufkin & Jenrette within their Private Client Services division from 2000 to 2003. Mr. Sullivan also worked with Morgan Stanley Dean Witter in their Private Wealth Management division from 1998 to 2000.

Mr. Sullivan earned an M.B.A. from the Leonard Stern School of Business at NYU with a concentration in Finance and a B.A. in Economics from Boston College. Mr. Sullivan is CFA charter holder and member of the CFA Institute and the New York Society of Security Analysts (NYSSA). Currently, Mr. Sullivan holds the Series 3, 7, 24, and 63 registrations with FINRA. Mr. Sullivan lives in Larchmont, NY with his wife, son and two daughters.

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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.

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