Steven Rosen of SER 1 LLC, Joins Stonehaven’s Affiliate Platform.

press-releases

2024-02-06

We are excited to announce that Steven Rosen, Founder and Principal of SER 1 LLC, has joined as an Affiliate Partner.

Mr. Steven Rosen is the Founder and Principal of SER 1 Capital.

SER 1 Capital provides strategic advice and financial solutions to clients across a wide range of direct investing and fund investment opportunities in credit markets, real estate, private credit, investment banking, and private equity.

Mr. Rosen has nearly 40 years of work experience in the financial services and consumer marketing industries. He has established himself as a top relationship manager and deal driver in numerous multi-billion-dollar transactions while also trading high-yield bonds, distressed credits, derivatives, leveraged loans, and index products.

Previously, Mr. Rosen held senior roles at Barclays, Morgan Stanley, Deutsche Bank, and Lehman Brothers, specializing in Leveraged Finance deal distribution and credit sales/trading. He also spent 3 years working as an Equity Research Analyst in the Technology Group at Lehman. Throughout his career, he was responsible for top-tier client relationships, including Prudential, Met Life, Alliance Bernstein, Oaktree, Neuberger, and T. Rowe Price.

Mr. Rosen began his career as an Account Supervisor at Young & Rubicam, where he managed key client relationships with multinational corporations, including Johnson & Johnson and Colgate Palmolive.

Mr. Rosen has received numerous community service and leadership awards and has served on the Board of two non-profit institutions.

Mr. Rosen earned a B.A. in American Studies from Brandeis University as well as an M.S. in Integrated Marketing and Communications from Northwestern University.

Mr. Rosen currently holds Series 7 and 63 licenses 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.

Feb 29, 2024

Sasha Jacob of Jacob Capital Management, Joins Stonehaven’s Affiliate Platform.

read more
read more

Feb 26, 2024

Danon Blea of Blake Street Capital, Joins Stonehaven’s Affiliate Platform.          

read more
read more

Feb 22, 2024

Thomas McCloskey of TKS Group, Joins Stonehaven’s Affiliate Platform.             

read more
read more

Feb 22, 2024

Capital Allocators with Ted Seides - Intelligo At Stonehaven Partners with Brian Gaffney & Scott MacDonald

read more
read more

Feb 21, 2024

The Importance of Building a Strong Local Network - David Frank, CEO & Founder at Stonehaven

read more
read more

Feb 20, 2024

Julien Meyer of Greenfield Securities, Joins Stonehaven’s Affiliate Platform.

read more
read more

Feb 15, 2024

AL Minafo of Aureate Capital, Joins Stonehaven’s Affiliate Platform.

read more
read more

Feb 13, 2024

Francisco Molinero of Stamford Capital, Joins Stonehaven’s Affiliate Platform.

read more
read more

Feb 08, 2024

Kenneth Allen of Azurest Partners, Joins Stonehaven’s Affiliate Platform.

read more
read more

Feb 06, 2024

Steven Rosen of SER 1 LLC, Joins Stonehaven’s Affiliate Platform.

read more
read more
LATEST NEWS
  • Feb 29, 2024

    Sasha Jacob of Jacob Capital Management, Joins Stonehaven’s Affiliate Platform.

    read more
  • Feb 26, 2024

    Danon Blea of Blake Street Capital, Joins Stonehaven’s Affiliate Platform.          

    read more
  • Feb 22, 2024

    Thomas McCloskey of TKS Group, Joins Stonehaven’s Affiliate Platform.             

    read more
SEE ALL NEWS