Stonehaven Continues Expansion with New Alternative Investment Distribution Team
Stonehaven is proud to announce the formation of a new alternative investment distribution team dedicated to Stonehaven originated capital raising mandates. The new team members include Gerald Brant, CAIA, Matthew Mlinarich, and Joseph Azzaro, CFA who will all manage institutional relationships, and Brittany Parisi who will be integrally involved in supporting the operational and logistical aspects of the distribution effort.
The newly formed team strengthens Stonehaven’s existing distribution capabilities and follows the Firm’s previously announced expansion of its management and operations teams in July 2013. The addition of the internal team brings Stonehaven’s platform to a total headcount of 25, including 7 management & operations professionals, 4 sales people dedicated to Stonehaven originated mandates, and 14 Affiliate Partners focused on mandates originated by both Affiliates and Stonehaven.
David Frank, CFA, CEO and Managing Partner said, “Stonehaven is very fortunate to have attracted such talented members to its sales team, and we are excited to be rolling out several new attractive mandates in early ‘14. This growth is part of a long-term business plan to continue expanding our global platform, leveraging our 12 years of experience successfully raising capital across a wide range of mandates. We believe there will remain sustained strong demand in the marketplace from both managers and investors for institutional capital raising firms with highly professional sales teams, excellent sourcing capabilities, strong project management skills, and robust infrastructure.”
About Mr. Gerald Brant, CAIA, Director
Mr. Brant is a Director on the alternative investments distribution team of Stonehaven, LLC. Mr. Brant manages institutional relationships and has more than 16 years of experience in alternative investments capital raising and research.
Prior to joining Stonehaven, Mr. Brant was a Managing Director of Tangent Capital Partners, a global boutique investment bank focused solely on alternative investments. Prior to Tangent Capital Partners, Mr. Brant was a Managing Director focused on institutional client management and business development at NewOak Capital Advisors, a firm founded by the ex-head of Structured Finance at BlackRock which specializes in advisory services for complex financial assets. Prior to NewOak, Mr. Brant was Head of Marketing at Boston based CypressTree Investment Management where he was instrumental in raising over $1B in hedge fund and leveraged finance related assets. Prior to CypressTree, Mr. Brant was a Principal at Probus Latam Advisory Group, a strategy consulting firm located in Rio de Janeiro, Brazil. Earlier in his career, Mr. Brant was at Merrill Lynch & Co. where he supported the Global Macro Strategy Research team and conducted research on financial markets with an emphasis on asset allocation and global investment strategy.
Mr. Brant earned an M.B.A. from the Fuqua School of Business at Duke University and a B.A. in Government & International Relations from Clark University. He speaks fluent French and Portuguese. Mr. Brant is a CAIA charter holder, and is a member of the Chartered Alternative Investment Analyst Association. Mr. Brant holds the Series 79 and 63 registrations with FINRA.
About Mr. Matthew Mlinarich, Director
Mr. Mlinarich is a Director on the alternative investments distribution team of Stonehaven, LLC. Mr. Mlinarich manages institutional relationships and has more than 14 years of experience in the alternative investment space in sales, research and asset allocation.
Prior to joining Stonehaven, Mr. Mlinarich was Head of Alternative Investments and a member of the Investment Committee for FCE Group, a wealth management business with approximately $900M in AUM. Prior to FCE Group, Mr. Mlinarich held Senior Analyst positions at multiple family and multi-family offices where he was responsible for analyzing alternative investments, assisting with portfolio construction and
sourcing hedge fund and private equity investment opportunities. Mr. Mlinarich’s experience overseeing alternative investments in the family office space includes time with Khronos LLC, Heritage Fund Management and Muirfield Capital Management. Prior to his family office experience, Mr. Mlinarich was a Junior Portfolio Manager at Union Bancaire Privée Asset Management where he co-managed the firm’s Global Equities product and maintained direct responsibility for the directional component of the firm’s Multi- Strategy portfolios. Mr. Mlinarich began his career as an Associate at Ivy Asset Management where he performed both quantitative and qualitative analysis for hedge fund and FoHF portfolios. Mr. Mlinarich earned a B.S. in Consumer Economics from Cornell University. About Joseph Azzaro, CFA, Vice President Mr. Azzaro is a Vice President on the alternative investments distribution team of Stonehaven, LLC. Mr. Azzaro manages institutional relationships and has significant experience in credit and security analysis. Prior to joining Stonehaven, Mr. Azzaro was an Assistant Vice President in the Credit Risk Management department of Deutsche Bank where he was the primary credit officer on a $700 million portfolio, evaluating the underlying credit risk of new transactions and monitoring credits for corporate events and overall credit risk. Previously, Mr. Azzaro was an Associate in the Leveraged Loan Portfolio group at Deutsche Bank and served as a junior portfolio manager. In this role, he was responsible for coordinating origination efforts, amendments, and refinancings among leveraged finance, capital markets, credit risk management, and the asset-based lending group. Mr. Azzaro earned a B.S. in Finance from the University of Scranton. Mr. Azzaro is a CFA charter holder and member of the CFA Institute and the New York Society of Security Analysts (NYSSA). About Ms. Brittany Parisi, Associate Ms. Parisi is an Associate of Stonehaven, LLC. She is instrumental in supporting management and the distribution team with multiple responsibilities relating to administration, operations, information technology, investment marketing, client relations, and vendor relations among various other duties. Prior to joining Stonehaven, Ms. Parisi was a Financial Risk & Engineering Analyst at Barclays Capital where she interfaced with trading desks and senior credit officers to facilitate resolution of credit issues and specialized transactions. She served as a key coordination liaison for the prime brokerage department, senior credit risk managers and internal business units regarding the targeting and implementation of system enhancements. Prior to Barclays Capital, Ms. Parisi held analyst positions in prime brokerage and transaction services at Credit Suisse and Merrill Lynch. Ms. Parisi also spent time as a Microfinance Consulting and Small Business Training intern at the Institute for the Competitiveness and Productivity of Puebla (IPPC). Ms. Parisi earned a B.S. in International Business with concentration in Finance from the D’Amore-McKim School of Business at Northeastern University where she was the recipient of the Dean’s Excellence Scholarship. Ms. Parisi is currently pursuing 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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