David Frank, CFA
Stonehaven, LLC – HFM Awards 2015 & 2014 Highly Commended “Best Third Party Marketing Vendor”
David Frank is the CEO and Managing Partner of Stonehaven, LLC. Mr. Frank founded the Firm in 2001 and has spent over 15 years leading the strategic vision of the Firm, designing the overall architecture and infrastructure of the Firm’s platform, building and managing key relationships across the financial industry, spearheading due diligence on all capital raising mandates and direct investments, managing financial systems, collaborating with the Firm’s CCO to oversee important compliance matters, and working tirelessly with managers to raise capital among established investor relationships globally.
Mr. Frank has significant experience in a wide range of investment strategies across hedge funds, real estate, private equity, deal-specific private placements and long-only. Mr. Frank is a frequent speaker on various topics in the alternative investment space.
Prior to founding Stonehaven, Mr. Frank worked in the Mergers & Acquisitions group of Robertson Stephens in San Francisco. Mr. Frank graduated with honors from the University of Michigan’s Ross School of Business with a B.B.A. Mr. Frank is a CFA charterholder, on the Executive Committee of the Investment Management Division of the UJA Federation, a member of Young Presidents’ Organization, and active with the New York Society of Security Analysts. Currently, Mr. Frank holds the Series 7, 24, 31, 66, 79 and 99 registrations with FINRA. Mr. Frank lives in Scarsdale, NY with his wife, son and daughter.