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