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. Scott is licensed with Stonegate Capital Markets and currently holds FINRA Series 7, 14, 24, 63, 79, 99 licenses.
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. Jesse is licensed with Stonegate Capital Markets and currently holds FINRA Series 7,24, 63, 79, 99 licenses.
Preston is the Head of Institutional Sales. He joined Stonegate in 2010. His primary responsibilities involve managing the sales desk, overseeing our institutional outreach effort, and advising issuers on capital markets strategy. Preston was previously with Howard Financial Services in Dallas. He graduated from Santa Clara University with a degree in finance. Preston is licensed with Stonegate Capital Markets, Inc. and currently holds FINRA Series 7, 63, 79, and 99 licenses.
Keith Danko is a Co-Founder and Managing Partner of Stonegate Alternative Solutions.
Mr. Danko has three decades of experience building and managing businesses, much of it as a leader in the alternative assets industry. Most notably he restructured and served as CEO and CIO of ACAM Advisors (the former Allied Capital) where he managed top-quartile portfolios for large institutional clients, created the ACAM ACES (Asset Class ETF Select) Fund, and developed several nine-figure institutional relationships. During Mr. Danko’s tenure at ACAM the equity value of the firm increased by 900%.
Prior to Stonegate Mr. Danko was the Managing Member of Witherspoon Partners, a boutique consulting and banking firm to alternative asset managers.
Mr. Danko served as CEO of CQS US and was also a Partner at Titan Capital. At CQS he established the CQS brand and marketing effort in the Americas, and at Titan he led a turnaround of the firm, including the development of the Titan Asia Fund and the establishment of the Hong Kong office.
Mr. Danko began his career at Goldman Sachs, where he served as an Executive Director and headed international mortgage securities. A pioneer in the global asset securitization market, he developed the first UK sterling multi-tranche mortgage issue and the first UK auto receivables securitization, and he introduced and sold the first UK subordinated mortgage securities into the Japanese institutional market. These transactions were the first pound sterling mandates for UK issuers in the history of Goldman Sachs.
Mr. Danko earned a BA from Duke University and an MBA from Harvard University and is a graduate of The Lawrenceville School. He is a regular contributor to SmartBriefs on Leadership, and has published numerous research pieces, including in 2005 the influential white paper, Portable Alpha: An Updated Perspective. He holds FINRA Series 3, 7, 24, 63, 65 and 79 licenses.
Jim Pugliese is a Co-Founder and Managing Partner of Stonegate Alternative Solutions.
Mr. Pugliese has built enterprise value both for his own ventures and as CEO of venture-backed companies for over thirty years. Among his accomplishments he led the $65 million private equity investment in BenefitPort, a national group health insurance agency roll-up representing over $1 billion of combined annual premium servicing 60,000 small group clients.
Prior to Stonegate, Mr. Pugliese was Chief Development Officer at Riverrock Funds, a leading non-correlated alternative asset fund for which he raised $250 million of capital. He held leadership positions at several private equity-backed companies, including CheckPointHR, one of the nation’s largest all-in-one HR platforms, where he served as CEO.
Mr. Pugliese is a longtime member of the Fairchester Chapter of Young Presidents’ Organization (YPO), where he served on its Board for many years.
He earned his B.S. in Economics from the Wharton School of Business at the University of Pennsylvania. He earned his MBA in Finance from the University of Connecticut. Mr. Pugliese has been a featured speaker on capital raising and non-correlated alternative assets at investor conferences, and he holds FINRA Series 6, 63, 65 and 82 securities licenses.
Zach is a managing director 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. Marco is licensed with Stonegate Capital Markets and currently holds FINRA Series 7, 24, 28, 63, 79, 86, 87, 99 licenses.
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. She currently holds a CPA license in the state of Texas.
Shiv has a BA in Biochemistry UC Berkeley, and an MBA from the University of Chicago Booth School of Business. He ran the Smith Barney Biotech fund at Citigroup and started Sellside Biotech practices at Montgomery & Co. and Morgan Joseph. In 2008 he was rated among the top three biotechnology analysts by Forbes in the US. His opinion on the US Biotechnology sector has been widely quoted in leading US media including CNN, CNBC, Bloomberg, and Barron’s Guide. In the past decade, Shiv had leading roles as an investor relations and strategy executive at Spectrum pharmaceuticals. He is the founder and CEO of BioRamon Pharmaceuticals, a biopharmaceutical company involved in the discovery and research of oncology medicine.
Tom is the CEO and cofounder of Reportable, a corporate communications and competitive intelligence software and service. Reportable is helping companies across all industries ranging from top venture-backed startups to publicly traded Fortune 500 companies. Tom has more than 20 years of experience working in corporate communications and investor relations for biotech and medical device companies. Tom graduated UCSD with a B.S. in Pharmacological Chemistry. An avid surfer, Tom grew up in San Diego and currently lives in the Boston area with his wife Melissa and 3 young boys.
Justin is an institutional sales associate, he joined Stonegate in 2012. He graduated from Auburn University with a Bachelor of Science in Finance. Justin is licensed with Stonegate Capital Markets, Inc. and currently holds FINRA Series 7, 63, and 79 licenses.
Dillon is an institutional sales associate. He joined Stonegate in 2019. He graduated from SMU with a BBA in Finance in 2019. Dillon is also a CFA level 1 candidate.
Bowie is an institutional sales associate. He originally joined Stonegate in 2016 and re-joined in 2020. He graduated from Texas Tech with a BBA in business administration and management and is currently an MBA Candidate at SMU.
John is an institutional sales associate. He joined Stonegate in 2020. He graduated from SMU with a Bachelor of Science, economics with finance applications and minor in advertising.
Quentin is an institutional sales associate. He joined Stonegate in 2021. He graduated from Louisiana State University with degrees in marketing and professional sales.
Jack is an institutional sales associate. He joined Stonegate in 2021. He graduated from SMU with a BBA in Financial Consulting.
Erol is an Institutional Sales Associate. He Joined Stonegate in 2021. He graduated from Texas Christian University with a Bachelor of Science in economics, and a minor in business.