Strategic Financial Guidance for Founders & Investors
APPROACH
A personalized, strategic approach using deep relationships and market insight to match founders and investors with tailored opportunities.
What We Do
Institutional-Grade Resources & Investor Network
As an Afflicted Partner of Stonehaven, LLC a Finra Licensed broker-dealer, clients gain access to deep resources, market insights, and a powerful network of sophisticated investors.
Access to Alternative Investments & Private Deals
We provide curated access to a broad range of alternative assets, including private equity, venture capital, and exclusive off-market opportunities.
Capital Raising & Strategic Growth Connections
We support founders in raising capital and forging strategic relationships that drive expansion, innovation, and long-term value.
“Investments in private placements involve a high degree of risk and may result in a partial or total loss of your investment. Private placements are generally illiquid investments. Investors should consult with their investment, legal, and tax advisors regarding any private placement investment.”
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About Frank
Frank is a seasoned global investment professional with over 25 years of experience in wealth management, corporate financial strategy and private investments. His career began at Dean Witter in 1994 before moving to UBS AG in 1999, where he served as a senior advisor within the Active Advisory Group as well as a discretionary portfolio manager. Including new product offerings from concept to market. Along with managing multi-asset portfolio allocations including derivatives and other alternatives for high-net-worth clients.
He enjoys leveraging his vast investment experience into the growing and challenging direct investment landscape. Strategically aligning investors with opportunities, as well as guiding founders to help grow their companies and visions. In so much, Frank has identified Stonehaven, LLC as the best partner for Fiore Capital to support these efforts.
Frank received his Chartered Alternative Investment Analyst (CAIA®) designation in 2006 and holds an MBA from the University of New Haven. Frank received his undergraduate degree from the University of New Hampshire, where he played Division I Lacrosse. Based in Fairfield County, CT, since 1999. Frank is actively involved in community, including coaching youth sports, and supporting various local charities.
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