From 2001 to 2008, Eli was an analyst and then a vice president with Goldman, Sachs & Co., where he worked in the Financial Institutions Group and the High Yield Distressed Investing Group. "Quants' Best Strategy Is from the 17th Century" The Wall Street Journal. Beauregard Fournet has been associated with HBK since 2002 and is a Managing Director. Esther serves on the Global Advisory Council of Tobacco Free Portfolios. Previously, Lila was a director of finance and development at VolunteerMatch in San Francisco. degree magna cum laude in 2011 from Southern Methodist University Dedman School of Law, where he was a Sumners Scholar and served on the editorial board of the SMU Law Review Association. P: 212.490.3432 connection to the right investors that can help meet your goal. Stephanies current role of SVP of Administration includes overseeing the firms Registration Department, New Advisor Onboarding and Transition team, and is the HR Liaison for SAFS. David Mark Managing Director Across the team, this shared ambition creates a high degree of alignment, as well as a one-firm culture of collaboration and constant challenge. Mark worked as an independent Investment Advisor with Dorion-Gray Financial Planning for more than 19 years before becoming a Registered Principal / Investment Executive with LPL Financial. Matt is a CFA charterholder and received both a B.B.A. One of the worlds leading real assets managers, our team is responsible for more than $149.3B+ of assets under management. David Blood is a Founding Partner and Senior Partner of Generation Investment Management. He is the author of Earth in the Balance, An Inconvenient Truth, The Assault on Reason, Our Choice: A Plan to Solve the Climate Crisis, and The Future: Six Drivers of Global Change. Prior to joining HBK, Matt was an investment banking analyst at Lehman Brothers. Angus began his career in asset management in 1993 at HSBC Asset Management, based in Hong Kong. Marked is a business dedicated to realising the full potential of commercial property leasing, actualising the maximum value of every project through extensive expertise and tailored strategy. Kelli graduated from Virginia College with a degree in Human Resource Management and enjoys spending time boating and traveling with her husband and two children. David received a BA from Hamilton College and an MBA from Harvard Business School. Prior to her roles in Treasury, Gayla worked in the firms Operations group, serving as Head of the group from 2001-2008. He enjoys traveling and spending time doing anything outdoors with his wife, Caroline, and his two children. Jan 18, 2022 . He additionally took on responsibility for Corporate Strategy in April 2015 and focused exclusively on this from November 2017. In July 2007, Abdallah became Insights CEO, while retaining his position as CIO. In September 2018, Serkan became a member of Insights Executive Management Committee. Esther received a BCom/BA from The University of Queensland,a Masters in Environment from the University of Melbourne, and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia. in Aeronautics and Astronautics (1989), M.S. Id like to receive a copy of the SA Stone Monthly Newsletter. Matt also serves as Chair of the firms Risk Management Committee. Isaac received a B.B.A. Shaw & Co and became the company's first Chief Information Officer. degree in International Studies from the Lauder Institute. We believe in your choice to grow your business in the way that best suits you and your clients. Shaw. He is also Head of Generations San Francisco office. Selbststndig, CAPITAL INVESTMENT, PROJECT FINANCING AND CONNECTION., LOAN COMPANY. Brian holds a BS Degree in Finance from the University of Alabama. Before being named President in January 2022, he served as HBKs Chief Operating Officer, with primary responsibility for all of the firms non-investing functions, and General Counsel, a role in which he served since joining the firm. Prior to this, Serkan spent nine years at Barclays Capital where he co-founded and managed the banks risk management solutions business for UK defined benefit pension schemes. Heather serves as HBKs Chief Financial Officer, with responsibility for HBKs accounting and financial reporting functions and related controls, as well as oversight of day-to-day execution of the valuation process. Mark received a BSc in Urban Land Economy from Sheffield Hallam University and an MBA from the European University in Paris. In addition, he oversees the firms Treasury function. Securities offered through SA Stone Wealth Management Inc., Member FINRA and SIPC. Wired. His most recent focus has been to utilize outside research sources that encompass fundamental equity research, technical analysis and quantitative techniques, particularly focused on earnings estimate trends. [58][59] The same year, Siegel was named to "The Bloomberg 50: The People Who Defined Global Business in 2017. Later Jonathan joined SA Stones Supervision Team reviewing transactions and monitoring the procedures for SA Stones advisory based business. problem-solvers with an entrepreneurial spirit and a collaborative approach, who can spot the edge. Steve joined SA Stone in 2009 and brings more than 25 years of successful marketing and recruiting expertise to the firm. A clear understanding of what wealth looks like to you may help you build a financial strategy. David has 1 job listed on. degree in Economics from Southern Methodist University in 2003, where he graduated summa cum laude and was a member of Phi Beta Kappa and a Presidents Scholar. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. Senior Vice President and CFO, DiagnoCure Inc. Vice President, Credit Specialized Products, National Bank of Canada, Senior Vice President and CFO (Financial Restructuring), Cable Satisfaction International, Vice President, Private Equity Investment and Mezzanine Lending, EdgeStone Capital Partners, Chair, Standards of Practice Council, CFA Institute, Senior Managing Director, Office of the Chief Investment Officer of the University of California, Chief Executive Officer, APG Asset Management. Landmark Capital is a premier precious metals firm that offers outstanding, sound, and reliable information to serve our clients locally and nationwide. In this new role Jonathan draws from a broad range of industry experiences to assist our advisor base and develop ways the firm can better position itself to serve those advisors. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. He currently serves as Chief Operating Officer of SA Stone Wealth Management and joined the firm (under Sterne Agee) in June 2006. He began his career as an employment attorney helping the disabled and those facing discrimination. Our culture is founded on respect, integrity, service, excellence and collaboration and the desire to attract the industrys best and most diverse talent and perspectives. . Matt serves as Co-Chief Investment Officer of the firm, with joint responsibility for all of the firms investing functions. degree magna cum laude in Economics in 1983 from Harvard College. He resides in greater Cincinnati, OH, earned his BA in Business Administration from Thomas More and holds his Series 7, 24, 52 and 65 licenses. In 2005, she began her career as an industrial designer working at a multi-disciplinary design firm in Birmingham. May 26, 2017, Siegel, David. We work with our clients to understand their investment objectives and to simplify the complex markets in gold, silver, platinum, palladium, and investment graded coins. He had previously served as Chief Investment Officer of Sterne Agee Asset Management. Our firm is made up of a diverse group of more than 100 individuals connected by our mission. Our RISE ValuesRespect, Integrity, Service and Excellenceare at the heart of our business for the 900 national and cross-border team members across more than 30 offices who deliver sustainable real assets solutions to our global client base. Copyright document.write(new Date().getFullYear()) CBRE Investment Management. Alex commenced his career in 1997 running proprietary investment and credit activities for Gulf International Bank (formerly Saudi International Bank). Advisory Services offered through SA Stone Investment Advisors Inc. We work to fully understand your practice, We respond with solutions to meet your specific needs. World Economic Forum Panel. in Economics from Birmingham Southern College and his M.B.A. from University of Alabama Birmingham. He began his career as a Registered Representative for a national financial planning firm in 1993. degree in Economics and a B.S. This included acting as Chief Financial Officer of the UK & Jersey Wealth Management business, Group EMEA Financial Controller and, most recently, as Global Head of Group Reporting & Analytics. degree summa cum laude in English from the University of South Carolina in 1993. July 4, 2019, This page was last edited on 24 October 2022, at 11:07. Forward-Looking Statements: The contents of this website may contain forward -looking statements that are based on managements beliefs, assumptions, current expectations, estimates, and projections about the real assets industry, the financial industry, the economy, CBRE Investment Management itself or its investments. He received a J.D. He has served in similar roles within both large and mid-sized brokerage organizations, most recently with Cetera and Ameriprise. Our executive leadership provides strategic direction, leads the businesses of the Firm, and sets the tone for our culture. Lynne joined Insight in October 2015 as Head of Human Resources and a member of the Executive Management Committee. He is originally from New Orleans, Louisiana and graduated from Southeastern Louisiana University with a degree in business. Feb 15, 2023 - Entire home for $139. Prior to joining SA Stone, he worked for a Third-Party Administrator dealing with Qualified Retirement Plans helping clients design beneficial and compliant solutions. Mark Dowley. He joined SA Stone in 2006 (under Sterne Agee) and served as the Chief Operating Officer of Sterne Agees trust company. It is responsible for our corporate governance framework, which sets strict controls for managing client assets and allows for operational control and risk management to be independently reviewed. Jay Carter serves as President and CEO of SA Stone Wealth Management and joined the firm in 1998 (under Sterne Agee). Comprised of subject matter experts from various backgrounds within the financial services industry, our goal is to provide you with valuable product and portfolio consulting, as well as, training in technologies that will help you elevate the experience and advice you provide your clients. degree in Business Administration and Political Science in 2001 from the University of North Carolina at Chapel Hill, where he graduated with Highest Honors with Highest Distinction. Advisory Services offered through SA Stone Investment Advisors Inc. 2 Perimeter Park South Suite 500W In a partnership with the Environmental Defense Fund, the Data Clinic data scientists used public data on inspections of oil and gas wells to develop predictive models that could be used to send inspectors to higher risk sites.