Scott joined Stonegate in 1992 and is a co-owner of Stonegate. Prior to joining Stonegate, Scott was a Vice-President at Donaldson, Lufkin, & Jenrette from 1980 to 1988 and a Vice-President at Smith Barney from 1988 to 1992. He received his Bachelor of Science in Marketing from Florida State University in 1979.
Jesse joined Stonegate in May of 1990 and is a co-owner of Stonegate. Prior to joining Stonegate Jesse was Managing Director of Investment Banking for First London Securities from 1996 to 1999 where he managed public and private offerings. Jesse began his career at Smith Barney in 1980. He received his Bachelor of Science in Economics in 1979 from The Wharton School of Business at the University of Pennsylvania.
Preston is the Director of Capital Markets, he joined Stonegate in 2010. His primary responsibility involves managing Stonegate’s sales desk, and overseeing the firm’s institutional outreach effort. Preston was previously with Howard Financial Services in Dallas. He graduated from Santa Clara University with a degree in finance and currently holds FINRA Series 7, 63, 79, and 99 licenses.
Justin is an institutional sales associate, he joined Stonegate in 2012. He graduated from Auburn University with a Bachelor of Science in Finance. He currently holds FINRA 7, 63, and 79 licenses.
Kevin is an institutional sales associate, he joined Stonegate in 2013. He graduated from Santa Clara University with a degree in finance. He currently holds FINRA Series 7 & 63 licenses.
Shane is an institutional sales associate, he joined Stonegate in 2014. He graduated from Colorado State University with a degree in economics. He currently holds a Series 7, 63, and 79 FINRA License. Shane is also a CFA level 3 candidate.
Jack is an institutional sales associate, he joined Stonegate in 2017. He was formerly with Wunderlich Securities in Dallas. He graduated from the University of Alabama with a BS in Marketing and Management. He currently holds a FINRA series 7 and 66 license.
Grant is an institutional sales associate. He joined Stonegate in 2018. He attended Oregon State University.
Zach is a vice president of business development, he joined Stonegate in 2016. He formerly worked in Finance at Legacy Housing. He graduated from the University of Kansas with degrees in Finance and Accounting.
Marco is the Director of Research for Stonegate Capital Markets and also provides contract research and valuation services for Stonegate Capital Partners. Marco joined the firm in 2008 and covers multiple sectors. Prior to this, he was a Vice President of Corporate Finance at Roth Capital Partners where he was primarily involved in multiple M&A advisory assignments, as well as private and public placements in both equity and debt instruments for companies primarily in the industries of gaming equipment, technology, business services and consumer.
Marco was also a Senior Research Analyst at the firm's equity research group focusing on technology special situations, network security and the data storage industry. Prior to this, he worked as an Associate Portfolio Manager and Analyst at The Keller Group. Marco assisted in research coverage of large cap equities in the technology, telecom, and industrial sectors, along with mid-cap investments at the firm. Marco is a Chartered Financial Analyst charter holder and received a BSBA in Finance from the American University in Washington, DC.
Laura started a career in public accounting following graduation from the University of Virginia, McIntire School of Business, with a B.S. in Accounting concentration. After several years with Arthur Andersen, LLP, Laura transitioned in industry where she worked for several publicly traded companies, managing both domestic and international accounting operations.
Laura subsequently transitioned into the finance realm, joining a Financial Services consulting team with KPMG Consulting focusing on systems implementations for several Wall Street banks. She later joined a smaller wealth management group, servicing a book of clientele through investment management and financial planning. Since 2003, Laura has teamed with Stonegate and worked in several areas of the business to date. In addition to previously holding series 7, 63, 24, 85, 86, and 65, and 95 licenses, Laura currently holds a CPA license in the state of Texas.
Janine began advising Stonegate in 2014. She has spent the majority of her career leading investor relations' programs for micro-cap to large-cap companies, including Nasdaq-100 and global companies. Janine is a member of the National Investor Relations Institute and a past board member for two chapters, as well as the International Association of Business Communicators. She received a B.A. from the University of Redlands.