We are excited to announce that Rebecca Brown, Managing Principal of DTRT Wealth, LLC has joined as an Affiliate Partner.
Ms. Rebecca Brown, CFP® is Managing Principal of DTRT Wealth, LLC.
DTRT Wealth, LLC offers services for investment capital for women-led startups and founders. The firm leverages an extensive network of progressive private investors to connect founders with the capital and expertise necessary to grow.
Ms. Brown has held positions at Cramer Rosenthal McGlynn, LLC as Director of Marketing and Client Service, as well as positions at Merrill Lynch and Alliance Bernstein. Ms. Brown is passionate about gender equality and impact investing. Her other pursuits include work in the non-profit sector.
Ms. Brown holds a Bachelor’s in English and is a CFP® professional. She is also an amateur boxer.
Ms. Brown holds the series 7 and 63 registrations with FINRA.
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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Dec 11, 2024
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Dec 04, 2024
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Dec 03, 2024
Jeffrey Zinn of Scalepoint Capital LLC, Joins Stonehaven’s Affiliate Platform
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