Stonecrest Partners
Stonecrest Partners is the marketing name for affiliated financial firms Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management Group, and Stonecrest Investment Management. Stonecrest Capital Markets is a FINRA registered Broker Dealer primarily focused on institutional and retail trading, insurance products, alternative investments, and private placements. The firm has a history in fixed-income, with expertise in mortgage- and asset-backed securities trading. We have a trading and a compliance team to support our wealth management clients. Our investment banking activities are currently focused on Puerto Rico businesses and projects. Stonecrest Advisors is a fee-based independent Investment Advisory platform with operations in Texas, New Jersey, and Puerto Rico and affiliates in Latin America. Our Advisors and Certified Financial Planners focus on Wealth Management, Asset Management, Estate Planning and Insurance products. Advisors interested in more information may contact Dave Jones at djones@stonecrestpartners.com. Stonecrest Investment Management is an asset manager with emphasis on managing Puerto Rico Act 60 Private Equity Funds (https://stonecrestinvest.com) as well as real estate and renewable energy development. Winlo Management Group a Puerto Rico broker dealer focused on investment banking and exported financial services, is the sister company to Stonecrest Capital Markets and Stonecrest Advisors. Stonecrest Partners has grown organically over the years to serve an expanding U.S, Puerto Rico and Global clientele.
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Verified contacts
40
available on Kipplo
LinkedIn employees
46
51 to 200 range
Open roles
—
no listings
Distinct roles
29
indexed titles
Tech stack
1
tools in use
Monthly traffic
34
organic / mo
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Decision-makers and verified team members
40 contacts with verified email or phone · masked until revealed.
- AB
Antonio Bauza
Senior Vice President · General Business & Management
EmailPhone - CC
Caleb Chao
Md, Fixed Income Sales Trader · Finance & Accounting
EmailPhone - KM
Kyle Matusek
Senior Associate - Finance · Finance & Accounting
EmailPhone - DW
David Weibel
Co-founder and Chairman · General Business & Management
EmailPhone - JR
John Randolph
CEO · General Business & Management
EmailPhone - TC
Thomas Coleman
Managing Director · General Business & Management
EmailPhone - AF
Adrian Fernandez
Vice President · General Business & Management
EmailPhone - CA
Carlos Andres Rodriguez
Senior Vice President · General Business & Management
EmailPhone - FC
Federico Cardona
Senior Vice President · General Business & Management
EmailPhone
Showing 9 of 40 verified contacts
Top roles at Stonecrest Partners
29 distinct titles indexed · top 10 shown.
- 7senior vice president
- 3managing director
- 2branch manager
- 2registered representative
- 1& -
- 1asesor del servicio financiero
- 1assistant manager services en stonecrest capital partners
- 1associate financial advisor
- 1associate general counsel
- 1ceo
- +19more titles
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