John Davis, Director of Secondaries of Shares Trading of Aureate Capital LLC joins Stonehaven’s Affiliate Platform
We are excited to announce that Mr. John Davis has officially joined Stonehaven, LLC as Director of Secondaries of Shares Trading of Aureate Capital LLC.
Mr. John Davis is Director of Secondaries of Shares Trading with Aureate Capital LLC.
Aureate Capital LLC is an investment advisory and financial consulting firm, based in San Francisco, California. They focus on the technology, fintech, cannabis, and alternative investment fund sectors, and they are constantly searching for various disrupting propositions.
Mr. Davis priorly worked as financial advisor with Edward Jones, leader in the financial-services industry. They offer investments services that align with their philosophy of diversifying quality investments and holding them for the long-term. Their investments include stocks, bonds, mutual funds, CDs, annuities, insurance, Roth and Traditional IRAs, 529 education savings plans, 401k rollovers, SEP IRAs, advisory services, estate considerations, trust services and borrowing solutions and had 2.9 years. of experience from Edward Jones. Mr. Davis has also worked with New York Life Securities as a Financial Advisor for 1.5 years.
Earlier to that, Mr. Davis worked with The Benchmark Company for 3.8 years in Institutional Trading and before that JMP Group as Director of Institutional Trading gaining 3.6 years of experience. Mr. Davis has worked with Jones & Assoc. as an Institutional Trading.
Mr. Davis also has experience with companies like First New York Securities as Trading, Bank of America Securities as Managing Director, Institutional Trading and Montgomery Securities as the Vice President, Institutional Trading.
Mr Davis had his education in Bachelor of Arts in Economics for Columbia University in the city of New York.
Mr. Davis currently has Series 7,55,63 and 66 registrations with FINRA.
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.
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