The NEXUS of Capital
& Opportunity™

Our platform enables Affiliate Partners, companies, and investors to
strategically connect across the globe, leveraging our robust
infrastructure, intelligent NEXUS technology operating system and
collaborative community.

Founded in 2001 by David Frank, Stonehaven, LLC is an SEC
Registered Broker Dealer and FINRA Member Firm.

Infinite possibilities

We've curated a synergistic ecosystem of
specialists across all asset classes

We support a wide range of investment banking and placement agent services to help Affiliate
Partners strategically connect companies and investors.

230+ INVESTMENT OPPORTUNITIES

venture
capital

venture capital

26 Managers
71 Direct Deals

private
equity

private equity

16 Managers
20 Direct Deals

private
credit

private credit

19 Managers
7 Direct Deals

real
estate

real estate

35 Managers
34 Direct Deals

infra-
structure

infrastructure

1 Manager
4 Direct Deals

long-
only

long-only

5 Managers

public
companies

public companies

Coming soon

venture capital

26 Managers
71 Direct Deals

private equity

16 Managers
20 Direct Deals

private credit

19 Managers
7 Direct Deals

real estate

35 Managers
34 Direct Deals

infrastructure

1 Manager
4 Direct Deals

long-only

5 Managers

public companies

Coming soon

OUR VALUES

We’re
dedicated to
our community
values

We embrace core values to
elevate our industry

Operational Excellence

We streamline the capital markets process by designing intelligent workflows and systems

Innovative & Intuitive Technology

We build a proprietary technology operating system to support the full needs of our community: NEXUS

Collaborative Community

We facilitate collaboration between all members of our community through technology and direct human engagement

PROFESSIONAL TEAM

We're a seasoned team of finance,
technology, legal, compliance, accounting
and operations professionals

Our team utilizes experience, insights, process and technology
to build and support a world-class platform

David Frank, CFA

CEO, Founder & Managing Partner

Brian Gaffney, CPA, CFE

Chief Operating Officer

Mark J. Sullivan, CFA

Chief Growth Officer

Steven Jafarzadeh, CAIA

Chief Compliance Officer

Rishi Shukla

Director of Technology

Kevin Constantine

Mandate Operations Counsel

Vy Theologidy

Mandate Due Diligence & Operations Manager

Danielle Henderson

Partner Success Manager

Bellanca LaFrance, CPA

Controller

Ujjwal Dawn

Senior Associate, Finance

Gautam Shrivastav

Associate, Finance

Ankush Kerketta

Associate, Finance

Soumya Sharma

Senior Associate, Legal Operations

Richa Goswami

Associate, Mandate Operations

Adnan Ahmad

Senior Associate, Legal Operations

Sonali Srivastava

Associate, Operations

Arpit Gupta

Technical Architect

Tisha Gupta

Senior Developer

Vanshika Soni

Senior Developer

Chitra Dadhich

QA Lead

Bhavya Singh

Research and Data Analyst

Paras Chawda

Research and Data Analyst

Amrita Pandey

Associate, Operations

Alex Brooks

Advisor

We have a diverse community of
Affiliate Partners

Our Affiliate Partners are trusted investment banking and placement agent teams
who originate and distribute deals both individually and collaboratively.

Learn more

News

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","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lee possesses extensive expertise in intricate trust and estate planning, exit strategies, wealth transfer, and tax mitigation strategies.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before establishing Mainstream Capital Management and 11th Floor Holdings, Jin occupied influential roles within buy-side firms, executing diverse responsibilities. 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Currently, he serves as a Lieutenant Colonel with the 8th Army Headquarters, assuming the position of Deputy G35 Future Operations section for the Combined Ground Component Command in the Republic of Korea.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lee currently holds Series 63, 24, and 7 registrations with FINRA.","spans":[{"start":64,"end":69,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":null}]}},{"id":"aL7eQBMAAC4Aa2Ax","uid":"azr-capital-ltd","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aL7eQBMAAC4Aa2Ax%22%29+%5D%5D","tags":[],"first_publication_date":"2025-09-08T13:46:52+0000","last_publication_date":"2025-09-08T13:46:52+0000","slugs":["azr-capital-ltd"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"43d4203b-51e1-4afb-95af-3cce1565d844","kind":"image","id":"aL7dHmGNHVfTOxTd","url":"https:\/\/images.prismic.io\/stonehaven\/aL7dHmGNHVfTOxTd_azr_capital_ltd_logo-1-.jpg?auto=format,compress?auto=compress,format","name":"azr_capital_ltd_logo (1).jpg","size":"7609","width":"200","height":"200"},"name":[{"type":"paragraph","text":"AZR Capital Ltd","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"London, UK","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Private Credit, Private Equity, Real Estate, Direct Deals, and Secondaries","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"azrcapital.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"Maya Rodriguez","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Managing Partner and Principal","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/mayaazrodriguez\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"ea32c82d-2857-468a-9f71-03e57c13b261","kind":"image","id":"aL7d6mGNHVfTOxWm","url":"https:\/\/images.prismic.io\/stonehaven\/aL7d6mGNHVfTOxWm_MayaRodriguez%27sHeadshot-3-.png?auto=format,compress?auto=compress,format","name":"Maya Rodriguez's Headshot (3).png","size":"52454","width":"1024","height":"1024"},"description1":[{"type":"paragraph","text":"Ms. Maya A.Z. Rodriguez is the Managing Partner and Principal of AZR Capital Ltd.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"AZR Capital Ltd., a London-based\u00a0firm operating with a dual-role structure: as a single-family office investing its own capital and as a capital-raising boutique partnering with established private market managers.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"With over 20 years of experience in asset management and investor relations, Ms. Rodriguez has built deep allocator relationships across Europe and the Middle East. Since 2006, she has connected fund managers with institutional investors, family offices, and consultants.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Under her leadership, AZR Capital has developed a reputation for access, alignment, and innovation. The firm invests exclusively through funds and always commits its own capital alongside the managers it represents, ensuring true alignment of interests. AZR has been instrumental in providing investors access to oversubscribed, top-decile GPs, as well as co-investment opportunities, GP-led secondaries, and liquidity solutions. In 2019, the firm became one of the first in EMEA to back and intermediate independent sponsors, a capability that remains a distinctive edge today.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to founding AZR Capital, Ms. Rodriguez held senior roles at 36 South Capital Advisors, where she led global sales, marketing, branding, and PR, helping establish the firm as a leader in volatility and tail-risk hedging strategies. She was a member of the Senior Management Group and pioneered a global series of educational initiatives on volatility as an asset class. Earlier in her career, she worked at Barclays Global Investors (BGI), covering institutional clients and wealth managers across Europe and the Middle East.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Rodriguez holds an MSc in Banking and International Finance from Cass Business School (United Kingdom) and a BA in Economics from the American University of Beirut (Lebanon). She has passed the CFA Level I exam and is an affiliate member of the CFA Institute.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Beyond her professional activities, she serves as Treasurer of the Board of Trustees at Women\u2019s Trust, a London-based charity supporting women who have experienced domestic abuse. 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Prior to founding Adara Capital, Ms. Carranza was a Managing Director of Ridgeway Capital Group, LLC. While at Ridgeway Capital, Ms. Carranza raised in excess of $275 million for alternative investment managers in the private equity and hedge fund arena both in developed and emerging markets.","spans":[]},{"type":"paragraph","text":"Prior to joining Ridgeway Capital in New York, Ms. Carranza served as an Executive Search Consultant conducting senior level assignments for a\u00a0variety of private and public real estate owners, developers, private equity funds, family offices and investment managers. Prior to recruiting she served as an Account Executive with Bloomberg LP. Ms. Carranza spent the first eleven years of her finance career as an Institutional Taxable Fixed Income Salesperson for Merrill Lynch, J.P. Morgan and Cowan & Company.","spans":[]},{"type":"paragraph","text":"Ms. Carranza earned an M.B.A. from Columbia University and a B.E. in Civil Engineering, graduating magna cum laude, from Villanova University.","spans":[]},{"type":"paragraph","text":"Ms. Carranza currently holds Series 7, 63 and 79 registrations with\u00a0FINRA.","spans":[{"start":68,"end":73,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-credit"},{"category":"real-estate"},{"category":"hedge-funds"}]}},{"id":"ZeYK0hEAAMMdDNWy","uid":"admiral-real-estate-advisors","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZeYK0hEAAMMdDNWy%22%29+%5D%5D","tags":[],"first_publication_date":"2024-03-04T18:01:33+0000","last_publication_date":"2025-02-27T09:14:06+0000","slugs":["admiral-real-estate-advisors"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"4cb64d8b-d978-42e0-8028-7393bb8cc7e5","kind":"image","id":"Z8Asz57c43Q3gSxN","url":"https:\/\/images.prismic.io\/stonehaven\/Z8Asz57c43Q3gSxN_transparent_2_cropped_v2.png?auto=format,compress?auto=compress,format","name":"transparent_2_cropped_v2.png","size":"16032","width":"782","height":"225"},"name":[{"type":"paragraph","text":"Admiral Real Estate Advisors","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Atlanta, GA","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Real Estate, Private Credit, Direct Deals, and Secondaries","spans":[],"direction":"ltr"}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Tom Lesnick, CFA","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Managing Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/tlesnick\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"d29f7f74-07c0-4d0a-84be-7812fc9a518a","kind":"image","id":"Z69r5ZbqstJ9-pR9","url":"https:\/\/images.prismic.io\/stonehaven\/Z69r5ZbqstJ9-pR9_Photo-111-copy.jpg?auto=format,compress?auto=compress,format","name":"Photo-111-copy.jpg","size":"1302609","width":"2883","height":"2883"},"description1":[{"type":"paragraph","text":"Mr. Tom Lesnick is the Managing Partner at Admiral Real Estate Advisors LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Admiral Real Estate Advisors LLC (\u201cAdmiral\u201d or the \u201cCompany\u201d) specializes in equipping real estate owners, operators, and developers with expert strategic guidance, preparation for institutional engagement, and access to institutional equity capital. Admiral\u2019s services range from financial modeling and analysis to strategic advisory and equity capital formation. The Company\u2019s approach seeks to harness the power of its broad network of institutional investor relationships, ensuring it matches its clients with the ideal capital partners and solutions tailored to their unique needs. Admiral\u2019s expertise spans a diverse range of property types, both traditional and niche, ensuring comprehensive support for every real estate venture.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"As a seasoned corporate finance, real estate, and capital markets professional with nearly 15 years of investment banking and equity research experience, Mr.\u00a0Lesnick\u00a0is an expert in navigating complex transactions and guiding executives through pivotal strategic and investment decisions. His efforts have contributed to over $25 billion raised in institutional capital for a diverse real estate clientele, ranging from large public REITs to private, closely-held sponsors across all property types.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before establishing Admiral Real Estate Advisors, Mr. Lesnick served as a Vice President in Truist\u2019s Real Estate Corporate and Investment Banking group, focusing on REIT investment banking and private capital advisory. His prior roles include positions in investment banking and equity research at Baird, D.A. Davidson, and Capital One, where as a Director and Senior Equity Research Analyst he led coverage of Apartment, Industrial, Office, and Student Housing REITs.\u00a0 ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick is a CFA charter holder and member of the CFA Institute.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick earned a BBA from Emory University\u2019s Goizueta Business School, graduating with Honors in Finance.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick currently lives in Atlanta, GA with his wife and two sons.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Lesnick holds Series 7, 63, 79, 86 and 87 registrations with FINRA.","spans":[{"start":65,"end":70,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"aS6t3BIAACoA3uFM","uid":"alta-vera-securities","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aS6t3BIAACoA3uFM%22%29+%5D%5D","tags":[],"first_publication_date":"2025-12-02T09:21:22+0000","last_publication_date":"2026-03-02T10:41:21+0000","slugs":["alta-vera-securities"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"7715b4d1-5f88-4f0e-afd8-d4a03e7b5720","kind":"image","id":"aS6uIHNYClf9nrjA","url":"https:\/\/images.prismic.io\/stonehaven\/aS6uIHNYClf9nrjA_AVSecurities-2-.png?auto=format,compress?auto=compress,format","name":"AV Securities (2).png","size":"523929","width":"5471","height":"2666"},"name":[{"type":"paragraph","text":"Alta Vera Securities","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Yardley, PA","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"altaveragca.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"Chris Gatsch","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Co-Founder, President & COO","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/christopher-gatsch-36780a20\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"2e560e1f-576f-46e8-8b3b-b1dd86acdfe5","kind":"image","id":"aS6vIXNYClf9nrlZ","url":"https:\/\/images.prismic.io\/stonehaven\/aS6vIXNYClf9nrlZ_ChristopherGatsch%27sHeadshot-4-.jpg?auto=format,compress?auto=compress,format","name":"Christopher Gatsch's Headshot (4).jpg","size":"156842","width":"942","height":"1280"},"description1":[{"type":"paragraph","text":"Mr. Chris Gatsch is the Co-Founder, President & COO of Alta Vera Global Capital Advisors and Founder & Managing Partner of Lake House Private Wealth Management. 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Those experiences shaped his belief that clients and advisors deserve institutional capabilities delivered without the friction and delays of large firms.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gatsch graduated from the College of Wooster, where he played soccer and lacrosse. Sports remain a part of his life; he still trains, plays in a co-ed league, and coaches youth teams. Outside of work, he spends most of his time with his wife, Ali, and their three children, and stays active in community and school initiatives.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gatsch currently holds Series 7, 24, and 66 licenses with FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Juan Casta\u00f1eda","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Co-Founder","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/juanmcastaneda\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"d350b297-2b88-4f68-a241-cfd0676583a4","kind":"image","id":"aaVolMFoBIGEg-Ys","url":"https:\/\/images.prismic.io\/stonehaven\/aaVolMFoBIGEg-Ys_JuanCasta%C3%B1eda%27sHeadshot-4-.jpg?auto=format,compress?auto=compress,format","name":"Juan Casta\u00f1eda's Headshot (4).jpg","size":"7241567","width":"3000","height":"2400"},"description1":[{"type":"paragraph","text":"Mr. Juan Casta\u00f1eda is the Co-Founder of Alta Vera Securities and Principal of Alta Vera Global Capital Advisors, and the Founder and Managing Partner of Mar8 Family Office, based in Miami, Florida.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"He advises affluent individuals, families, and multi-generational trusts, delivering highly tailored wealth management, cross-border tax and estate planning strategies, and access to differentiated private investment opportunities.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"With over 20 years of experience, Mr. Casta\u00f1eda brings deep global expertise across private wealth, capital markets, and alternative investments. He is a trusted advisor to U.S. and non-U.S. families navigating complex, multigenerational financial needs.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to founding Mar8, Mr. Casta\u00f1eda held senior leadership roles at Merrill Private Wealth Management and J.P. Morgan Private Bank, and previously served as Managing Director at Fieldpoint Private. 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","spans":[]},{"type":"paragraph","text":"Mr. Magowan is an honors graduate with a Bachelor of Arts from Harvard University and earned a Master of Business Administration from the International Institute for Management Development (IMD).\u00a0 ","spans":[]},{"type":"paragraph","text":"Mr. Magowan holds Series 7 and 63 registrations with FINRA.","spans":[{"start":53,"end":58,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/finra.org\/"}}]}]},{"name1":[{"type":"paragraph","text":"Alvaro Neto","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Director","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alvaro-simoes-de-oliveira-neto-49307458\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"221b8392-f0a1-48c7-927d-08c933db3d2b","kind":"image","id":"Zyjwfq8jQArT0K44","url":"https:\/\/images.prismic.io\/stonehaven\/Zyjwfq8jQArT0K44_AlvaroNeto%27sHeadshot-1-.jpg?auto=format,compress?auto=compress,format","name":"Alvaro Neto's Headshot (1).jpg","size":"107294","width":"800","height":"800"},"description1":[{"type":"paragraph","text":"Mr. Alvaro Neto is a Director at Arboreal Capital LLC and focuses on due diligence and new ventures.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Arboreal Capital, LLC, focuses on early-stage technology ventures in global real assets and infrastructure, as well as health finance. 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","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"A lifelong New Yorker, Mr. Stecher is active in grassroots Democratic politics nationally and not for profit theatre in New York, likes Lagree method megaformer, and tries to complete at least one 100-mile bike ride per year.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Stecher holds the Series 7, 24 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"Zh5_ahIAAE6IS-5W","uid":"capital-formation-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Zh5_ahIAAE6IS-5W%22%29+%5D%5D","tags":[],"first_publication_date":"2024-04-23T07:47:56+0000","last_publication_date":"2024-04-23T07:47:56+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"202eaba1-7a82-4a97-9549-36e5f7996ece","kind":"image","id":"ZiYiJvPdc1huKqvc","url":"https:\/\/images.prismic.io\/stonehaven\/ZiYiJvPdc1huKqvc_CapitalFormationPartnersLOGOFinal.jpg?auto=format,compress?auto=compress,format","name":"Capital Formation Partners LOGO Final.jpg","size":"8194","width":"399","height":"378"},"name":[{"type":"paragraph","text":"Capital Formation Partners","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"New York, NY","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[],"direction":"ltr"}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Adam Kneller","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/adamkneller\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"16fdbab2-5720-43f3-8278-e2384877d410","kind":"image","id":"ZiYom_Pdc1huKqx8","url":"https:\/\/images.prismic.io\/stonehaven\/ZiYom_Pdc1huKqx8_AdamKnellerHeadshot1-Foralltheannouncement-.PNG?auto=format,compress?auto=compress,format","name":"Adam Kneller Headshot 1 (For all the announcement).PNG","size":"813602","width":"1179","height":"1589"},"description1":[{"type":"paragraph","text":"Mr. Adam Kneller is the Founder & Managing Partner of Capital Formation Partners LLC (\u201cCFP\u201d).","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Capital Formation Partners LLC (\u201cCFP\u201d) is a newly established, independent institutional business development partner. 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","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Though its investor coverage spans investor segment (and geography) and investment strategy and asset class, CFP has niche expertise in: (1) raising money from and managing assets for insurance companies and (2) raising money for all manner of alternative credit strategies and GPs. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"For the last 18 years, Mr. Kneller has raised capital for the alternative investment industry\u2019s leading asset managers, including a combined 14 years at BlackRock (Vice President, Financial Institutions Group (~insurance)), Golub Capital (Director & Head of EU & LATAM (all investor segments) and Head of Insurance (global ex-Asia)), and Arcmont Asset Management (Managing Director & Head of US), to whom Mr. Kneller introduced its future and current brother and parent companies Churchill Asset Management and Nuveen, respectively. Mr. Kneller also served as Managing Director & Global Head of Credit Fundraising & Investor Relations for private energy, infra, and real assets leader Riverstone.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kneller\u2019s experience has been marked by both collaborative and individual leadership in major fundraising efforts; collectively, his teams have raised tens of billions of capital in institutional assets for every major asset class, of which he directly led initiatives securing over $30 billion in assets.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kneller has served in leadership and Board roles of major philanthropic organizations, including in the Wall Street & Financial Services Division of UJA as a member of the Young Wall Street Executive Council, the UJA Steering Committee, and as Vice Chair and then Chair of UJA\u2019s Observership Program. Mr. Kneller is also a former Board member, member of the Resource Development Committee, and President of the Young Leader\u2019s Council of Services for the UnderServed (SUS), a leading veterans-focused non-profit.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kneller graduated early, with a dual BSc. in Finance and International Business from NYU\u2019s Stern School of Business, and with honors (Cum Laude, Stern Scholar, repeat placement on the Stern Dean\u2019s List, NYU Honors Scholar, Recipient of NYU\u2019s Founder\u2019s Day Award (\u201chighest bracket of scholastic preferment recognized by the University\u201d), and was a member of Beta Alpha Psi (BAP) - Mu Chapter (NYU Stern), the National Honorary Finance Fraternity).","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kneller holds Series 7 and 63 registrations with FINRA.","spans":[{"start":53,"end":58,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/","target":"_self"}}],"direction":"ltr"}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"venture-capital"},{"category":"infrastructure"},{"category":"real-estate"}]}},{"id":"Z44gERIAACoAKgwO","uid":"capital-growth-advisors","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Z44gERIAACoAKgwO%22%29+%5D%5D","tags":[],"first_publication_date":"2025-01-23T18:28:05+0000","last_publication_date":"2025-08-06T11:14:24+0000","slugs":["capital-growth-advisors"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"ee4ba8b1-324b-4490-8cbc-1a3ae77c16bd","kind":"image","id":"Z44ev5bqstJ99oJx","url":"https:\/\/images.prismic.io\/stonehaven\/Z44ev5bqstJ99oJx_CapitalGrowthAdvisorsLLClogo-1-.png?auto=format,compress?auto=compress,format","name":"Capital Growth Advisors LLC logo (1).png","size":"9661","width":"1280","height":"720"},"name":[{"type":"paragraph","text":"Capital Growth Advisors","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"New York, NY","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital and Direct Deals","spans":[],"direction":"ltr"}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"James Gaffney","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founder and Managing Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/james-gaffney-18997820\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"3b8e8e55-3ab5-4df1-ae19-f9cf295410ec","kind":"image","id":"Z44ffJbqstJ99oKl","url":"https:\/\/images.prismic.io\/stonehaven\/Z44ffJbqstJ99oKl_JamesGaffney%27sHeadshot.jpg?auto=format,compress?auto=compress,format","name":"James Gaffney's Headshot.jpg","size":"29900","width":"163","height":"236"},"description1":[{"type":"paragraph","text":"Mr. James Gaffney is the Founder and Managing Partner of Capital Growth Advisors LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gaffney founded New York-based Capital Growth Advisors (CGA) in 1996 as an independent consultant specializing in raising assets and providing integrated client services for a select group of alternative asset management firms. 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Since the mid-1990s, the firm has raised over $10 billion through a global investor base comprising institutions, banks, pension plans, endowments, foundations, consulting firms, and multi-family office firms.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Before forming CGA, Mr. Gaffney held senior leadership positions for Blenheim Investments (1993 to 1996), Tricon Holding Co (1986-1993), a joint venture formed by Commodities Corporation, along with a commercial lending position (1982-1986) at a large Houston, Texas-based commercial bank, subsequently acquired by JPMorgan Chase.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gaffney received his BBA in Finance from the University of Texas in Austin, Texas.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gaffney currently holds Series 3, 7, 14, 24, 27, and 63 registrations with FINRA.","spans":[{"start":79,"end":84,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-credit"},{"category":"private-equity"},{"category":"real-estate"},{"category":"venture-capital"}]}},{"id":"ZztWDxEAACgAB2My","uid":"capital-growth-partners","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZztWDxEAACgAB2My%22%29+%5D%5D","tags":[],"first_publication_date":"2024-12-04T13:04:16+0000","last_publication_date":"2024-12-04T13:04:16+0000","slugs":["capital-growth-partners"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"98b452d6-e676-4c2c-97fe-8dd2635645ad","kind":"image","id":"ZztU5K8jQArT0-qK","url":"https:\/\/images.prismic.io\/stonehaven\/ZztU5K8jQArT0-qK_CapitalGrowthPartners.png?auto=format,compress?auto=compress,format","name":"Capital Growth Partners.png","size":"9258","width":"1280","height":"720"},"name":[{"type":"paragraph","text":"Capital Growth Partners","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Norwalk, CT","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital and Direct Deals","spans":[],"direction":"ltr"}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Bruce Nemirow","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founding Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/bruce-nemirow-7bb27232\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"d3a56a6d-6a0d-46b3-876a-e716ff07f1c4","kind":"image","id":"ZztV168jQArT0-sA","url":"https:\/\/images.prismic.io\/stonehaven\/ZztV168jQArT0-sA_BruceNemirow%27sHeadshot.jpg?auto=format,compress?auto=compress,format","name":"Bruce Nemirow's Headshot.jpg","size":"26788","width":"194","height":"271"},"description1":[{"type":"paragraph","text":"Mr. Bruce Nemirow is the Founding Partner of Capital Growth Partners, LLC.","spans":[{"start":17,"end":18,"type":"em"},{"start":17,"end":18,"type":"strong"}],"direction":"ltr"},{"type":"paragraph","text":"Capital Growth Partners, LLC, is a consulting and business development firm based in Connecticut for investment managers and early-stage businesses.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"For the previous 25 years, Mr. Nemirow was Managing Partner of Capital Growth Advisors, a firm with a similar business.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to February 2000, Mr. Nemirow was the President and Chief Executive Officer of NorthBridge Capital Management.\u00a0 Before joining NorthBridge in December 1998, Mr. Nemirow was a Managing Director of Turnberry Capital Management from January 1997 until December 1998.\u00a0 From October 1995 to January 1997, Mr. Nemirow was Executive Director of Paloma Partners, an investment adviser, where he was responsible for expanding Paloma\u2019s global presence and launching new investment vehicles.\u00a0 Before 1995, Mr. Nemirow was President of John W. 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He also boasts a comprehensive knowledge of securities,\ninvestment management, investment banking, pension fund consulting, and alternative funds,\nincluding Private Equity, Venture Capital, and Hedge Funds, as well as an in-depth\nunderstanding of market dynamics and practices. Mr. Miller has consulted numerous public\ncompanies and municipalities on private equity, venture capital investments, asset allocation,\nmanager selection, monitoring, and capital raising in the public and private markets. He has\nserved on several boards of Directors as head of the Compensation Committee and the Risk\nManagement Committee. Mr. Miller also participated in the disposition of one of the\ncompanies.\n\nMr. Miller\u2019s successful career spans over 35 years with leading Wall Street firms (Merrill\nLynch Capital Markets, Credit Suisse First Boston, William Blair and Company, Getty Oil,\nand Loomis Sayles). He was a Partner at TSA Capital Management, a leading Tactical Asset\nAllocation Investment Management firm, and developed their European hedge fund business.\nHis experience encompasses all facets of capital growth, portfolio construction &\ndevelopment, risk management, international financial planning, and trading.\n\nWith proven ability in developing and marketing to a loyal client base of institutional\ninvestors. Mr. Miller has strong business and financial insights, with demonstrated\nproficiency in market analysis, business creation, operational fortitude, and developing and\nimplementing prudent investment strategies. During his career, Mr. Miller has aided in\nfinancial transactions in excess of $40 Billion in various investment assets.\n\nMr. Miller has his Bachelor of Arts from Loyola Marymount University and has received his\nMBA from Marshall School of Business at the University of Southern California.\n\nMr. Miller holds Series 3, 7, 63, and 65 registrations with FINRA.","spans":[]}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"venture-capital"}]}},{"id":"YbJHcBEAACAABTRq","uid":"cedar-ridge-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJHcBEAACAABTRq%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:14:13+0000","last_publication_date":"2022-08-25T10:08:28+0000","slugs":["cedar-ridge-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"30294eda-1e8d-4b18-b038-808f6d612b6a","kind":"image","id":"YvOTNxEAACsAh5l-","url":"https:\/\/images.prismic.io\/stonehaven\/cab36f29-dae2-4591-8c85-eade0f25580b_Cedar+Ridge+Capital+LLC.png?auto=compress,format","name":"Cedar Ridge Capital LLC.png","size":"37812","width":"200","height":"207"},"name":[{"type":"paragraph","text":"Cedar Ridge Capital, LLC","spans":[]}],"location":[{"type":"paragraph","text":"New York, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Equity, Private Credit, Real Estate, Venture, Hedge Funds, Direct Deals, Film Finance, Secondaries","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Joe Azzaro, CFA","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/joe-azzaro-cfa\/","spans":[]}],"photo":{"link_type":"Media","key":"e14cce99-3990-46b7-96a5-27af242725c0","kind":"image","id":"YbopDhEAAB4AGhE_","url":"https:\/\/images.prismic.io\/stonehaven\/18003541-ec45-4352-8508-b23d849722b1_Joe.jpeg?auto=compress,format","name":"Joe.jpeg","size":"36679","width":"495","height":"495"},"description1":[{"type":"paragraph","text":"Joe Azzaro is the Managing Director of Cedar Ridge Capital, LLC. Mr. Azzaro focuses his efforts on capital raising activities for alternative investment managers and has a personal interest in impact oriented strategies.","spans":[]},{"type":"paragraph","text":"Prior to establishing Cedar Ridge Capital, LLC, Mr. Azzaro served as a Managing Director for 360 One Firm Capital, LLC. Prior to that he was the Managing Director and Head of Business Development at PhaseCapital, a quantitative macro fund. Mr. Azzaro manages institutional relationships and has significant experience in credit and security analysis. Prior to joining PhaseCapital, Mr. Azzaro was a Director of alternative investment sales at Stonehaven, a leading placement agent. Prior to 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 leveraged loan portfolio, evaluating the underlying credit risk of new\u00a0\u00a0transactions 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 refinancing among leveraged finance, capital markets, credit risk management, and the asset-based lending group.","spans":[]},{"type":"paragraph","text":"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). ","spans":[]},{"type":"paragraph","text":"Mr. Azzaro holds Series 7, 63, 31, and 3 registrations with\u00a0FINRA.","spans":[{"start":60,"end":65,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/#\/"}}]}]},{"name1":[],"tag":[],"linkedin":[],"photo":{"link_type":"Media"},"description1":[]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"hedge-funds"}]}},{"id":"YbJJQxEAACEABTsv","uid":"changing-alpha-strategies-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YbJJQxEAACEABTsv%22%29+%5D%5D","tags":[],"first_publication_date":"2021-12-09T18:22:02+0000","last_publication_date":"2023-06-22T10:27:24+0000","slugs":["changing-alpha-strategies-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"b7be4a03-f9ca-4af0-95b4-58a6f3ddbf7a","kind":"image","id":"YbJIRBEAACIABTg6","url":"https:\/\/images.prismic.io\/stonehaven\/51905497-f236-46e0-aaaa-a4b33f589ef2_changing+alpha+strategies-01.png?auto=compress,format","name":"changing alpha strategies-01.png","size":"13651","width":"675","height":"232"},"name":[{"type":"paragraph","text":"Changing Alpha Strategies, LLC","spans":[]}],"location":[{"type":"paragraph","text":"South Orange, NJ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Hedge Funds, Direct Deals","spans":[]}],"website":[],"poc":[{"name1":[{"type":"paragraph","text":"Dan Hubscher","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Partner & Founder","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/danhubscher\/","spans":[]}],"photo":{"link_type":"Media","key":"47d86cef-2bac-4552-846e-f31956bd274c","kind":"image","id":"YbojzxEAACEAGfzF","url":"https:\/\/images.prismic.io\/stonehaven\/4157a1ef-b7a0-4ddb-87eb-4b4e1cc6cf1c_Dan.jpeg?auto=compress,format","name":"Dan.jpeg","size":"27756","width":"429","height":"429"},"description1":[{"type":"paragraph","text":"Dan Hubscher is the Founder and Managing Partner of Changing Alpha Strategies, LLC, sourcing and selling compelling private opportunities to qualified investors. 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","spans":[]},{"type":"paragraph","text":"Mr. Hubscher\u2019s prior consulting work with Changing Market Strategies LLC includes business development for Battle of the Quants worldwide, sales for QuantZ Machine Intelligence Technologies, advisor, and Chief Marketing Officer at DataAxxis, and hedge fund research and trading technology media relations roles.\u00a0 ","spans":[]},{"type":"paragraph","text":"Previously, Mr. Hubscher was the Director of Marketing and Strategy at Object Trading. \u00a0Mr. Hubscher was the Industry Marketing Manager for Capital Markets at Progress Software, and held various sales, marketing, and product roles at BT Radianz. Mr. Hubscher is a dual-degree graduate of the University of Pennsylvania. Mr. Hubscher has a B.S. in Economics from the Wharton School of Business, and a B.S.E. in Mechanical Engineering and Applied Mechanics from the School of Engineering and Applied Sciences. ","spans":[]},{"type":"paragraph","text":"Mr. Hubscher currently holds Series 7, 31, and 63 licenses registrations with FINRA.","spans":[{"start":78,"end":83,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"hedge-funds"}]}},{"id":"YfLGchAAACAAqw7l","uid":"confero-capital-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YfLGchAAACAAqw7l%22%29+%5D%5D","tags":[],"first_publication_date":"2022-01-27T16:21:45+0000","last_publication_date":"2025-01-13T11:48:29+0000","slugs":["confero-capital-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"51aa0ed1-df5f-47b0-b03c-a7c11f66dcd9","kind":"image","id":"YfLFphAAACEAqwsn","url":"https:\/\/images.prismic.io\/stonehaven\/f99d5f84-af21-4a46-98e4-3ebcd429d963_Confero+Capital+logo.png?auto=compress,format","name":"Confero Capital logo.png","size":"35499","width":"454","height":"164"},"name":[{"type":"paragraph","text":"Confero Capital LLC","spans":[]}],"location":[{"type":"paragraph","text":"Boston, MA ","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Private Credit, Private Equity, Real Estate, Infrastructure, Venture Capital, Direct Deals","spans":[]}],"website":[{"type":"paragraph","text":"https:\/\/conferocapital.com\/","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Jay Allen","spans":[]}],"tag":[{"type":"paragraph","text":"Founder & Managing Partner","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/jayallen4\/","spans":[]}],"photo":{"link_type":"Media","key":"108bd928-dadc-4dd9-8c48-aaf5710fdda6","kind":"image","id":"YuqXfBEAAC8AhZRw","url":"https:\/\/images.prismic.io\/stonehaven\/175eeec6-085b-4fb5-9fab-297c00abf7d3_Confero+-+Jay.png?auto=compress,format","name":"Confero - Jay.png","size":"238156","width":"500","height":"500"},"description1":[{"type":"paragraph","text":"Mr. Jay Allen is the Founder and Managing Partner of Confero Capital LLC. 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In 2022, Mr. Stanley and Rodger Adams formed Crown Point Partners to focus on sell-side M&A advisory.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Stanley has served on the Boards of Motive Power Industries (NYSE MPI), ProteoGenix, and Mass Ingenuity.\u00a0In addition, he has committed time to community interests and has served on the Board of Directors of the Oregon Museum of Science and Industry, the Oregon Independent College Foundation, the Citizens Crime Commission, The Citizens Education Commission, The Multiple Sclerosis Society, The Oregon Forum, Self Enhancement Inc., Outward Bound West, Young Presidents Organization \u2014 Oregon, Entrepreneurs Organization, Social Venture Partners \u2014 Portland, and Oregon Episcopal School. 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Earlier in his career, he held leadership roles with PacifiCorp Financial Services in Portland and New York, and Oregon Bank\/Security Pacific Bank, where he specialized in international and commercial banking.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Adams began his professional career as an instructor and research advisor at the University of Oregon and the Oregon Institute of Marine Biology before transitioning into land-use and environmental planning.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"In addition to his professional work, Mr. Adams has served on the boards of CRU Data Security Group, Mass Ingenuity, International Composites Corp, CrossCurrent, Northwest Polymers, and Pony Lumber. 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He helped put together events such as \u201cCrombeen for a Cure\u201d and \u201cAthletes and Causes,\u201d raising significant money for JDRF.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Crombeen holds a Bachelor of Science in business degree with a concentration in finance from the University of Phoenix.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Crombeen is a registered dealing representative of Greybrook Securities Inc., an exempt market dealer (registered in Ontario and certain other provinces), related to Greybrook Realty Partners.\u00a0 Mr. Crombeen is also a registered representative of Stonehaven, LLC, which facilitates his distribution efforts in the United States.","spans":[],"direction":"ltr"}]}],"affiliate":[{"category":"real-estate"}]}},{"id":"ZMt_TxEAACoAfwVr","uid":"high-peaks-capital-securities","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZMt_TxEAACoAfwVr%22%29+%5D%5D","tags":[],"first_publication_date":"2023-08-08T07:51:38+0000","last_publication_date":"2025-01-13T13:03:50+0000","slugs":["high-peaks-capital-securities-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"0e1f8ad2-d39c-4943-bea4-ed73ad9f0a4b","kind":"image","id":"ZMt_EREAAC8AfwRY","url":"https:\/\/images.prismic.io\/stonehaven\/6c27eb21-9dc9-429a-8bf2-df1faa4924f6_High+Peaks+Capital+Logo.jpg?auto=compress,format","name":"High Peaks Capital Logo.jpg","size":"6471","width":"200","height":"200"},"name":[{"type":"paragraph","text":"High Peaks Capital Securities, LLC","spans":[]}],"location":[{"type":"paragraph","text":"Victor, NY","spans":[]}],"strategy_focus":[{"type":"paragraph","text":"Real Estate and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"https:\/\/highpeakscapital.com","spans":[]}],"poc":[{"name1":[{"type":"paragraph","text":"Derek James Carroll","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director and Principal","spans":[]}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/derekjcarroll\/","spans":[]}],"photo":{"link_type":"Media","key":"f2a428c2-c3b7-4dc1-b920-400e40b0448c","kind":"image","id":"ZMuAOBEAADyGfwml","url":"https:\/\/images.prismic.io\/stonehaven\/b744581e-072a-49b0-babc-d54b843a085b_Derek+Image.jpg?auto=compress,format","name":"Derek Image.jpg","size":"28265","width":"360","height":"360"},"description1":[{"type":"paragraph","text":"Mr. Derek Carroll is the Managing Director and Principal at High Peaks Capital Securities, LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"High Peaks Capital Securities is a boutique investment bank and placement agent that focuses exclusively on raising debt and equity for private real estate opportunities. 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Park Lane was founded in 2005 to facilitate the purchase and sales of professional sports teams as well as the financing of early and late-stage sports-based businesses.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kline brings a broad background of professional sports experience, investment banking expertise, and industry knowledge to Park Lane. He has advised on M&A transactions in all the major sports and he has also been instrumental in obtaining financing for many early-stage sports-based businesses.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kline is currently a member of the Stanford Executive Circle, Young Presidents Organization (YPO), the Association of Corporate Growth, the NFLPA, and the NFL Retired Players Association. In 2013, at the age of 36, Mr. Kline was named to The M&A Advisor\u2019s 40 Under 40 list. 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","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Kline currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"http:\/\/www.finra.org","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Sean Clemens","spans":[]}],"tag":[{"type":"paragraph","text":"Managing Director and Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/sean-clemens-28610020\/","spans":[]}],"photo":{"link_type":"Media","key":"6365dfb4-9c76-4fad-ba1c-85e86a8d7ea5","kind":"image","id":"YbotyBEAACAAGicw","url":"https:\/\/images.prismic.io\/stonehaven\/f50beaa1-bd3d-4129-b3dc-55b75300fe05_sean.jpeg?auto=compress,format","name":"sean.jpeg","size":"42608","width":"450","height":"450"},"description1":[{"type":"paragraph","text":"Mr. Sean Clemens is a Managing Director and Partner at Park Lane.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Park Lane was founded in 2005 and is a leader in professional sports M&A, early-stage capital raising, and 3rd\u202fparty marketing for some of the most prominent asset managers in the United States.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Clemens joined Park Lane in 2009 and oversees Park Lane\u2019s mergers and acquisitions practice, advising on sell-side and buy-side mandates while working primarily with clients including sports leagues, teams, and companies at the intersection of sports, media, technology, and consumer products. In addition to his leadership role in sports M&A, he is actively involved in the firm\u2019s strategy, deal review, capital raising transactions, valuations, and due diligence, among other service offerings and responsibilities.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Clemens has worked on transactions across all major American sports leagues, European soccer, action sports, golf, lacrosse, rugby, esports, emerging leagues, and minor league sports, and spanning a wide range of sports-based businesses. 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He currently resides in Southern California.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Hartzell holds Series 7 and 63 registrations with FINRA.","spans":[{"start":54,"end":59,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]},{"name1":[{"type":"paragraph","text":"Bianca Medici","spans":[]}],"tag":[{"type":"paragraph","text":"CFO","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/bianca-medici-ab501b35\/","spans":[]}],"photo":{"link_type":"Media","key":"4bbeb8f5-8de1-4073-bf43-3b08985cb5a1","kind":"image","id":"YbAabRAAACIAznys","url":"https:\/\/images.prismic.io\/stonehaven\/3a10a983-215e-4933-9367-23a297c4fae9_bianca.jpg?auto=compress,format","name":"bianca.jpg","size":"15056","width":"248","height":"248"},"description1":[{"type":"paragraph","text":"Ms. Bianca Medici serves as Park Lane\u2019s CFO.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Park Lane was founded in 2005 and is a leader in professional sports M&A, early-stage capital raising, and 3rd\u202fparty marketing for some of the most prominent asset managers in the United States.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Medici is responsible for supporting the accounting and cash management activities of Park Lane and the portfolio companies. 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","spans":[{"start":73,"end":88,"type":"em"},{"start":169,"end":184,"type":"em"}],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. David currently holds Series 7 and 63 registrations with FINRA.","spans":[{"start":61,"end":66,"type":"hyperlink","data":{"link_type":"Web","url":"finra.org","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":null}]}},{"id":"aW99MxEAACgAiF3j","uid":"the-useful-bruce-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aW99MxEAACgAiF3j%22%29+%5D%5D","tags":[],"first_publication_date":"2026-01-20T13:12:44+0000","last_publication_date":"2026-01-20T13:15:47+0000","slugs":["the-useful-bruce-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"046c65de-03c5-46d1-8dc2-431341970ddc","kind":"image","id":"aW99WgIvOtkhBvIM","url":"https:\/\/images.prismic.io\/stonehaven\/aW99WgIvOtkhBvIM_TheUsefulBrucelogo.png?auto=format,compress?auto=compress,format","name":"The Useful Bruce logo.png","size":"7355","width":"1280","height":"720"},"name":[{"type":"paragraph","text":"The Useful Bruce, LLC","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"New York, NY","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Real Estate, Infrastructure, and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"theusefulbruce.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"Bruce Stachenfeld","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Managing Member","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/bruce-stachenfeld-27655a14\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"7a2e3511-8c81-4a86-b319-a6a0b59b5751","kind":"image","id":"aW9-DAIvOtkhBvIk","url":"https:\/\/images.prismic.io\/stonehaven\/aW9-DAIvOtkhBvIk_BruceStachenfeld%27sHeadshot-4-.png?auto=format,compress?auto=compress,format","name":"Bruce Stachenfeld's Headshot (4).png","size":"1208596","width":"1086","height":"1096"},"description1":[{"type":"paragraph","text":"Bruce M. 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Those public offerings were distributed through Merrill Lynch, PaineWebber, and Smith Barney, had over 35,000 investors, and funded films distributed by Sony\u2019s Columbia Pictures and TriStar Pictures. Mr. Radov previously held positions at Rainbow Programming, a joint venture among Cablevision Systems Corporation, Cox Broadcasting, and Daniels & Associates Mr. Radov also was a director at Winklevoss & Associates. ","spans":[]},{"type":"paragraph","text":"Mr. Radov earned an M.B.A. from The Wharton School of the University of Pennsylvania and holds a B.A. degree from Cornell University.","spans":[]},{"type":"paragraph","text":"Mr. Radov currently holds Series 63 and 82 registrations with\u00a0FINRA.","spans":[{"start":62,"end":67,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/","target":"_blank"}}]}]}],"affiliate":[{"category":"venture-capital"},{"category":"private-equity"},{"category":"private-credit"},{"category":"real-estate"},{"category":"infrastructure"},{"category":"hedge-funds"}]}},{"id":"aIiliBIAACwAeab1","uid":"wavefront-capital-group-llc","url":null,"type":"home_affiliates","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22aIiliBIAACwAeab1%22%29+%5D%5D","tags":[],"first_publication_date":"2025-07-29T12:02:53+0000","last_publication_date":"2025-07-29T12:02:53+0000","slugs":["wavefront-capital-group-llc"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"logo1":{"link_type":"Media","key":"dcf3c87c-faee-4ff5-add3-f03779c8b501","kind":"image","id":"aIikX1GsbswqTZia","url":"https:\/\/images.prismic.io\/stonehaven\/aIikX1GsbswqTZia_WaveFrontCapitalLogo.png?auto=format,compress?auto=compress,format","name":"Wave Front Capital Logo.png","size":"22990","width":"362","height":"67"},"name":[{"type":"paragraph","text":"Wavefront Capital Group, LLC","spans":[],"direction":"ltr"}],"location":[{"type":"paragraph","text":"Brooklyn, NY","spans":[],"direction":"ltr"}],"strategy_focus":[{"type":"paragraph","text":"Venture Capital and Direct Deals","spans":[],"direction":"ltr"}],"website":[{"type":"paragraph","text":"wavefrontcapitalgroup.com","spans":[],"direction":"ltr"}],"poc":[{"name1":[{"type":"paragraph","text":"Alexandra Esparza","spans":[],"direction":"ltr"}],"tag":[{"type":"paragraph","text":"Founder and Managing Partner","spans":[],"direction":"ltr"}],"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/alex-e-6ba7839\/","spans":[],"direction":"ltr"}],"photo":{"link_type":"Media","key":"03fb0d2b-4541-48a4-b87a-933ce012783b","kind":"image","id":"aIilXVGsbswqTZka","url":"https:\/\/images.prismic.io\/stonehaven\/aIilXVGsbswqTZka_AlexandraEsparza%27sHeadshotUpdated.jpg?auto=format,compress?auto=compress,format","name":"Alexandra Esparza's Headshot Updated.jpg","size":"123359","width":"843","height":"853"},"description1":[{"type":"paragraph","text":"Ms. Alex Esparza is the Founder and Managing Partner of Wavefront Capital Group, LLC.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"The Wavefront Capital Group LLC is a boutique investment bank and advisor focused on providing hands-on, high-touch, collaborative, and comprehensive equity capital raises and advisory services to private mid-market and startup companies.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"The Wavefront team is focused on meeting the needs of private companies in growth-focused verticals with sector expertise across technology, sustainability, consumer goods, and healthcare. 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The Company\u2019s approach seeks to harness the power of its broad network of strategic & institutional investor relationships, along with deep industry thought leadership & insights to help clients expand their businesses.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gover is an accomplished investment banker and operator with more than 15 years of experience advising leading global companies and growth-stage innovators. He most recently served as Managing Director and Head of Emerging Media Investment Banking at Oppenheimer, where he led coverage of video games, digital media, sports, telecommunications, and associated technology platforms.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"With deep experience across technology, media, and entertainment, Mr. Gover is recognized as a strategic advisor and skilled dealmaker, having advised on over $50 billion of completed transactions during his career. Prior to Oppenheimer, he held senior roles in Wells Fargo\u2019s Technology, Media & Telecommunications group and Morgan Stanley\u2019s Mergers & Acquisitions group.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"In addition to his investment banking career, Mr. Gover was President and CEO of Sparkbox Toy Company, which was acquired by Pley, a Disney-backed startup. His unique blend of corporate finance expertise and operational leadership aligns closely with XST\u2019s mission to deliver highly strategic advice tailored to the fast-evolving gaming ecosystem.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gover earned his MBA from the Darden Graduate School of Business at the University of Virginia, where he was awarded the William Michael Shermet Award for exceptional academic performance, and his BBA from the University of Texas at Austin.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gover holds SIE, Series 63 and 79 registrations with FINRA.","spans":[{"start":57,"end":62,"type":"hyperlink","data":{"link_type":"Web","url":"https:\/\/www.finra.org\/newhome?mrasn=1219673.1511345.vVx0ivEl","target":"_blank"}}],"direction":"ltr"}]}],"affiliate":[{"category":"hedge-funds"},{"category":"private-equity"},{"category":"venture-capital"}]}}] [{"id":"YYK-dREAACQAKbCu","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YYK-dREAACQAKbCu%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-03T16:53:13+0000","last_publication_date":"2023-07-14T17:02:18+0000","slugs":["david-frank-cfa"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"David Frank, CFA","spans":[{"start":0,"end":11,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/1a3956f4-f271-468e-8f4e-35e5ec0027c0_Group+1174+%281%29.png?auto=compress,format","id":"Ybjz6BEAACEAFM3J","edit":{"x":0,"y":0,"zoom":1,"background":"transparent"}},"tag":[{"type":"paragraph","text":"CEO, Founder & Managing Partner","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","key":"0fd2f3e8-4689-4152-8eb2-32d3d2d6d976","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/david-frank-cfa-68897a5\/","spans":[]}],"description":[{"type":"paragraph","text":"David Frank is the Founder and CEO of Stonehaven. ","spans":[]},{"type":"paragraph","text":"Mr. Frank leads the strategy, design and execution of all aspects of the Firm\u2019s technology, data, compliance, legal, due diligence, finance, and operations architecture.\u00a0 Mr. Frank focuses on curating a highly engaged Stonehaven community and building key relationships across the broader finance and technology industries.\u00a0 Mr. Frank pivoted Stonehaven into a FinTech business in 2018 to create a next-generation platform to support the needs of capital market professionals.\u00a0 Mr. Frank founded Stonehaven in 2001, initially cutting his teeth raising capital and then building teams to orchestrate a broad range of investment banking and placement agent activity.\u00a0 ","spans":[]},{"type":"paragraph","text":"Prior to founding Stonehaven, Mr. Frank worked in the Mergers & Acquisitions group of Robertson Stephens in San Francisco.","spans":[]},{"type":"paragraph","text":"Mr. Frank has expertise across a wide range of disciplines including venture capital, real estate, private equity, private credit, hedge funds, infrastructure, M&A, secondaries, private placements and traditional asset management. Mr. Frank is a frequent speaker on topics including FinTech, capital markets, investment banking, alternative investments and entrepreneurship.","spans":[]},{"type":"paragraph","text":"Mr. Frank graduated with honors from the University of Michigan\u2019s Ross School of Business with a B.B.A. Mr. Frank is a CFA charterholder and an active member of the Young Presidents\u2019 Organization where he helps lead the Investment Banking Network. Currently, Mr. Frank holds the Series 7, 24, 31, 66, 79 and 99 registrations with FINRA. Mr. Frank lives in Westchester, NY with his wife, son and daughter.","spans":[]}]}},{"id":"YY0PjhEAACAAF07w","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0PjhEAACAAF07w%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:41:53+0000","last_publication_date":"2025-09-22T09:22:02+0000","slugs":["brian-gaffney-cpa-cfe"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Brian Gaffney, CPA, CFE","spans":[{"start":0,"end":23,"type":"strong"}],"direction":"ltr"}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/713cd12e-8f80-441c-8379-7c813f6c2133_Group+1188.png?auto=compress,format","id":"Ybj31BEAAB4AFN-m","edit":{"x":0,"y":0,"zoom":1,"background":"transparent"}},"tag":[{"type":"paragraph","text":"Chief Operating Officer","spans":[],"direction":"ltr"}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","key":"d092c077-e501-4581-9478-db467061455c","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/brian-gaffney\/","spans":[]}],"description":[{"type":"paragraph","text":"Brian Gaffney is the Chief Operating Officer and a Partner of Stonehaven. In this role, Mr. Gaffney manages all aspects of Mandate operations, including onboarding, due diligence, marketing preparedness, visibility, and ongoing support, across direct investments and alternative investment funds & managers. He also works closely with the CEO, senior management, and technology team to develop processes and design technology to streamline workflows, improve content delivery, and increase value for stakeholders.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Gaffney most recently led GIC\u2019s operational due diligence efforts for over 3 years on alternative investment funds, sponsors, platform companies and operating partners for private equity, venture, real estate, infrastructure, credit and secondaries strategies across the Americas and Europe. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to GIC, Mr. Gaffney worked at Blackstone, where he managed the Sarbanes-Oxley (SOx) compliance program and worked on other governance, risk and compliance projects for the Corporate Finance and the Real Estate groups. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gaffney previously worked at KPMG from 2012 to 2016 as a Senior Associate in their asset management practice focusing on real estate and broker-dealer clients.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Gaffney earned a combined BS\/MBA from the Kania School of Management at the University of Scranton where he was awarded a Graduate Assistantship position in the Economics and Finance Department. Mr. Gaffney is a licensed CPA (New York) and a Certified Fraud Examiner. Mr. Gaffney holds the series 24 registration with FINRA. Mr. Gaffney lives in Oyster Bay, NY, with his wife, three children, and golden retriever.","spans":[],"direction":"ltr"}]}},{"id":"YY0PBBEAACEAF0xJ","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0PBBEAACEAF0xJ%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:39:35+0000","last_publication_date":"2022-09-06T11:09:46+0000","slugs":["mark-j.-sullivan-cfa","mark-j.-sullivancfa"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Mark J. Sullivan, CFA","spans":[{"start":0,"end":18,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":400},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/ffd97a27-e6ac-4edb-a8b9-3d908e8e7933_Group+1194.png?auto=compress,format","id":"Ybj31REAACEAFN-u","edit":{"x":0,"y":0,"zoom":1,"background":"transparent"}},"tag":[{"type":"paragraph","text":"Chief Growth Officer","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","key":"e50e528a-1390-4578-9a72-a90702772860","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/mark-sullivan-cfa-11b87511\/","spans":[]}],"description":[{"type":"paragraph","text":"Mark Sullivan is the Chief Growth Officer at Stonehaven, LLC.\u00a0 Mr. Sullivan leads efforts to expand the firm\u2019s footprint by expanding the platform\u2019s Affiliate Partner constituency in the US and abroad, establishing marketplace partnerships and promoting market presence.\u00a0 Mr. Sullivan also works closely with the CEO and senior management to design all aspects of the firm\u2019s product offering.\u00a0","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Sullivan was the Director of US Sales Management at Man Investments Inc. where he coordinated product operations and development and managed related workflow across stakeholders including investment management, marketing, third-party investors, service providers, legal, compliance, operations, reporting and management. Mr. Sullivan came to Man Investments Inc. following the acquisition of Ore Hill Partners LLC in May 2011, where Mr. Sullivan was a Partner and served as the firm\u2019s CFO and COO for over 8 years. Mr. Sullivan built and managed all non-investment functions for the multi-product alternative asset management firm and was integral in helping grow the firm from $70 million to $3 billion AUM.\u00a0","spans":[]},{"type":"paragraph","text":"Prior to Ore Hill Partners LLC, Mr. Sullivan worked for Credit Suisse First Boston \/ Donaldson, Lufkin & Jenrette within their Private Client Services division from 2000 to 2003.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Sullivan also worked with Morgan Stanley Dean Witter in their Private Wealth Management division from 1998 to 2000.\u00a0","spans":[]},{"type":"paragraph","text":"Mr. Sullivan earned an M.B.A. from the Leonard Stern School of Business at NYU with a concentration in Finance and a B.A. in Economics from Boston College. Mr. Sullivan is a CFA charter holder and member of the CFA Institute and the CFA Society of New York. Currently, Mr. Sullivan holds the Series 3, 7, 24, and 63 registrations with FINRA. Mr. Sullivan lives in Larchmont, NY with his wife and four children.","spans":[]}]}},{"id":"YY0OxREAACIAF0sb","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YY0OxREAACIAF0sb%22%29+%5D%5D","tags":[],"first_publication_date":"2021-11-11T12:38:33+0000","last_publication_date":"2024-02-23T14:30:34+0000","slugs":[],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Steven Jafarzadeh, CAIA","spans":[{"start":0,"end":19,"type":"strong"}]}],"photo":{"dimensions":{"width":475,"height":398},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/d747598d-12f5-45ea-abc4-5a7091184a6e_Group+1195.png?auto=compress,format","id":"Ybj31xEAACIAFN-8","edit":{"x":0,"y":0,"zoom":1,"background":"transparent"}},"tag":[{"type":"paragraph","text":"Chief Compliance Officer","spans":[]}],"category":"management","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","key":"d00485c7-dc36-454f-9992-d7fb63d5be2a","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/stevenjafarzadeh\/","spans":[]}],"description":[{"type":"paragraph","text":"Steven Jafarzadeh is the CCO and a Partner of Stonehaven, LLC. Mr. Jafarzadeh contributes significantly to planning the overall strategic direction of the Firm, managing compliance, supervising operations, serving as the point person with FINRA, the SEC, the NFA and the MSRB, developing and implementing compliance systems driven by smart technology that provide scale to the Firm\u2019s platform, while providing strategic guidance to employees and Affiliate Partners. Mr. Jafarzadeh coordinates all cycle examinations with regulatory organizations as the Firm\u2019s CCO and has maintained the Firm\u2019s exemplary record through each regulatory exam despite the complexities of a dynamic regulatory landscape, a growing team, and a business model unique to regulators.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to joining Stonehaven in 2007, Mr. Jafarzadeh served in principal compliance roles at multiple small investment banking firms in Los Angeles.\u00a0 He began his career serving in various private wealth management roles at Morgan Stanley.\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Jafarzadeh attended the University of Vermont with a focus in economics and earned a B.S. in Business Management from the University of Phoenix. Mr. Jafarzadeh is a CAIA charter holder and\u00a0 a member of the Chartered Alternative Investment Analyst Association. Mr. Jafarzadeh is also a Certified Regulatory Compliance Professional (CRCP), having earned this designation through the FINRA Institute at The Wharton School of the University of Pennsylvania. He served as an elected member and Small Firm Representative of the FINRA New York City Regional Committee which serves the greater metropolitan area of New York and its five boroughs between 2017 and 2020. \u00a0\u00a0Mr. Jafarzadeh is currently a member of FINRA\u2019s Small Firm Advisory Committee (SFAC), appointed to this position by the FINRA Board of Governors.\u00a0 Mr. Jafarzadeh also currently serves as a Hearing Panelist for FINRA disciplinary hearings.\u00a0 He is also a former member of the Board of Directors for 3PM.org nka Global Asset Management Marketing Association (GAMMA) where he served as Director of Communications for the Regulatory Committee.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Jafarzadeh holds the Series 7, 14, 24, 31, 55, 57, 63, 79 and 99 registrations with FINRA. Mr. Jafarzadeh lives in Fairfield, CT.","spans":[],"direction":"ltr"}]}},{"id":"YnI6iBIAACEAOo0t","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22YnI6iBIAACEAOo0t%22%29+%5D%5D","tags":[],"first_publication_date":"2022-05-04T08:45:57+0000","last_publication_date":"2024-11-11T21:35:19+0000","slugs":["rishi-shukla"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Rishi Shukla","spans":[]}],"photo":{"dimensions":{"width":476,"height":301},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/0cf4e6d6-7ebb-4286-a0a4-010f02ad2c87_Rishi+11.png?auto=compress,format","id":"YzWWQhEAAEAHnSrQ","edit":{"x":0,"y":0,"zoom":1,"background":"transparent"}},"tag":[{"type":"paragraph","text":"Director of Technology","spans":[],"direction":"ltr"}],"category":"development","category1":{"id":"Yt7LGBIAACsA0hXr","type":"team_category","tags":[],"lang":"en-us","slug":"management","first_publication_date":"2022-07-25T16:55:54+0000","last_publication_date":"2022-07-25T16:55:54+0000","link_type":"Document","key":"c28adcb8-b60e-4b2e-9bd7-e99d9c70b339","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/rishi-shukla-94470871\/","spans":[]}],"description":[{"type":"paragraph","text":"Rishi Shukla is the Director of Technology at Stonehaven. Mr. Shukla develops, executes and maintains the end-to-end product roadmap. He works closely with other members of the executive team and manages a team of developers and analysts to\u00a0help scale development operations and\u00a0create value across the Stonehaven platform.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Shukla spent over ten years managing and leading projects in the law, healthcare, and pharmaceutical industries focusing on software development, business solutions, efficiency, productivity improvements, and troubleshooting. He recently worked extensively in Salesforce on enterprise projects focusing on implementations and product enhancements for pharmaceutical clients.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Shukla has a B.S. in Business Administration with certificates in Information Technology and Operations Management from the Georgia Institute of Technology. He is currently pursuing Administrator and Platform App Builder Salesforce certificates. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Shukla currently resides in Northern Jersey, although his heart will always remain in Philadelphia.","spans":[],"direction":"ltr"}]}},{"id":"ZkxUEhEAACkAWDQK","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22ZkxUEhEAACkAWDQK%22%29+%5D%5D","tags":[],"first_publication_date":"2024-06-04T07:23:36+0000","last_publication_date":"2024-06-04T07:37:56+0000","slugs":["kevin-constantine"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Kevin Constantine","spans":[],"direction":"ltr"}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/Zl7ESJm069VX1bl5_KevinT4.png?auto=format,compress","id":"Zl7ESJm069VX1bl5","edit":{"x":0,"y":0,"zoom":1,"background":"transparent"}},"tag":[{"type":"paragraph","text":"Mandate Operations Counsel","spans":[],"direction":"ltr"}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","key":"bf3a6434-c0b8-45ca-8cdc-d4c21c845e79","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/kevin-constantine-700aa1a9\/","spans":[],"direction":"ltr"}],"description":[{"type":"paragraph","text":"Kevin Constantine is the Mandate Operations Counsel at Stonehaven. Mr. Constantine manages mandate legal operations, which includes contracting, legal due diligence, and marketing material compliance. He also works closely with the Head of Due Diligence & Mandate Management on various strategic initiatives, including process and technology design.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Prior to Stonehaven, Mr. Constantine was an Associate at DarrowEverett, where he helped establish the firm\u2019s private equity practice group, assisting with fund formation, M&A, and all manner of corporate transactions for private equity clients. Mr. Constantine also provided advisory services for emerging small businesses and startups in a consultancy capacity. Mr. Constantine began his legal career at the large, Boston-based law firm Choate, Hall & Stewart, where he advised on private equity transactions that ranged in size from $10 million to over $2 billion.\u00a0 Prior to pursuing a career in law, Mr. Constantine worked for six years in marketing and public relations for startups and venture capital firms.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Mr. Constantine earned his J.D. from Notre Dame Law School. He completed his undergraduate degree in English Literature from Trinity College in English. Currently, he lives in the Greater Boston area and is an avid student of classical history.","spans":[],"direction":"ltr"}]}},{"id":"Ys0osxYAADEAseJn","uid":null,"url":null,"type":"about_team","href":"https:\/\/stonehaven.cdn.prismic.io\/api\/v2\/documents\/search?ref=aaW2whIAACgAW-mS&q=%5B%5B%3Ad+%3D+at%28document.id%2C+%22Ys0osxYAADEAseJn%22%29+%5D%5D","tags":[],"first_publication_date":"2022-07-12T07:54:31+0000","last_publication_date":"2022-07-26T17:56:52+0000","slugs":["vy-theologidy"],"linked_documents":[],"lang":"en-us","alternate_languages":[],"data":{"name":[{"type":"paragraph","text":"Vy Theologidy","spans":[]}],"photo":{"dimensions":{"width":1350,"height":619},"alt":null,"copyright":null,"url":"https:\/\/images.prismic.io\/stonehaven\/f2b6231d-a7ef-43d1-afcd-f5d703f0f69e_VTY2.png?auto=compress,format","id":"YtVx7xEAAC0A2Qf2","edit":{"x":0,"y":0,"zoom":1,"background":"transparent"}},"tag":[{"type":"paragraph","text":"Mandate Due Diligence & Operations Manager","spans":[]}],"category":"operations","category1":{"id":"Yt7LJRIAAC4A0hYq","type":"team_category","tags":[],"lang":"en-us","slug":"operations","first_publication_date":"2022-07-25T16:56:08+0000","last_publication_date":"2022-07-25T16:56:08+0000","link_type":"Document","key":"b5b6ede8-a0bf-423b-b363-c9e229110cd5","isBroken":false},"linkedin":[{"type":"paragraph","text":"https:\/\/www.linkedin.com\/in\/vy-theologidy-8179a5ab\/","spans":[]}],"description":[{"type":"paragraph","text":"Vy Theologidy is the Mandate Due Diligence and Operations Manager at Stonehaven. In this role, Ms. Theologidy assists with the onboarding, due diligence and marketing material compliance review of all firm clients across investment banking, placement agency and secondary trading. She also works closely with the Head of Due Diligence & Mandate Management on various strategic initiatives, including process and technology design.","spans":[]},{"type":"paragraph","text":"Prior to Stonehaven, Ms. Theologidy worked in the retail futures industry as the New Accounts Manager at NinjaTrader. She led the team through multiple mergers while optimizing the onboarding experience for both employees and customers.","spans":[]},{"type":"paragraph","text":"Ms. Theologidy graduated from The University of Illinois at Chicago with a Bachelor\u2019s degree in Mathematics. She also has completed her higher studies in Mathematics from Benedictine University (Chicago). 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She was responsible for cultivating and maintaining strong client relationships, ensuring their satisfaction and continued engagement with technology solutions. Ms. Henderson collaborated closely with both management and implementation teams, facilitating regular communication, managing service tickets, and overseeing subscription renewals to guarantee optimal customer support and service.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"\u00a0","spans":[],"direction":"ltr"},{"type":"paragraph","text":"Ms. Henderson holds a Bachelor's degree in Communications from Florida Gulf Coast University. 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