About Stonehaven, LLC Stonehaven is an industry leading global placement agent focused on hedge funds, private equity, real estate, venture capital, private placements, and long‐only strategies. Stonehaven’s platform serves as a nexus between select investment opportunities and the institutional investment community with a talented capital raising team and robust infrastructure. The Firm’s dynamic structure fosters an ever‐ evolving stable of distinctive managers to match the demand across the diverse investor community. Founded in 2001 by CEO David Frank, the Firm is entirely management owned, giving it complete independence to continue pursuing its entrepreneurial approach while maintaining the highest ethical and regulatory standards.
We are proud to announce that Kate Roberts has joined the Stonehaven team. We feel very fortunate to have attracted such a talented member to our alternative investment distribution team, and we are excited to continue to develop and enhance the overall depth and breadth of our distribution team. Ms.Roberts will be covering institutional investors in the Western region of the United States. Ms. Roberts is a Director on the alternative investments distribution team within Stonehaven, LLC. Ms. Roberts manages institutional relationships and has significant experience within business development for institutional asset management firms. Prior to joining Stonehaven, Ms. Roberts served as Vice President, Institutional Business Development at the Kiski Group where she focused on the development and implementation of the firm’s capital raising plan for internally and externally managed strategies. Prior to the Kiski Group, Ms. Roberts served as an Institutional Sales Manager for Schroders Investment Management, North America. Ms. Roberts began her career as an Analyst at Moody’s Analytics in New York where she was promoted to Credit Analytics Relationship Manager. Ms. Roberts earned a B.A. with a double major in Economics and Policy Studies at Lafayette College where she was a Division 1 soccer player, and 4-year varsity letter recipient on the NCAA Academic Honor Roll. Ms. Roberts currently holds the Series 7 and 66 registrations with FINRA. Ms. Roberts lives in Manhattan.