David Frank, Cfa
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David Frank, Cfa Email & Phone Number

CEO & Founder at Stonehaven at Stonehaven, LLC
Location: New York, New York, United States 6 work roles 1 school
3 work emails found @stonehaven-llc.com 13 phones found area 917, 212, 914, 415, 303, and 858 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 13 phones

Work email d****@stonehaven-llc.com
Direct phone (917) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
CEO & Founder at Stonehaven
Location
New York, New York, United States

Who is David Frank, Cfa? Overview

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Quick answer

David Frank, Cfa is listed as CEO & Founder at Stonehaven at Stonehaven, LLC, based in New York, New York, United States. AeroLeads shows a work email signal at stonehaven-llc.com, phone signal with area code 917, 212, 914, 415, 303, 858, and a matched LinkedIn profile for David Frank, Cfa.

David Frank, Cfa previously worked as CEO & Founder at Stonehaven, Llc and Chair, Investment Baning Vertical at Ypo. David Frank, Cfa holds Bba, Finance from University Of Michigan - Stephen M. Ross School Of Business.

Company email context

Email format at Stonehaven, LLC

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*@stonehaven-llc.com
74% confidence

AeroLeads found 3 current-domain work email signals for David Frank, Cfa. Compare company email patterns before reaching out.

Profile bio

About David Frank, Cfa

David Frank is the Founder and CEO of Stonehaven, a private capital markets FinTech operating system (broker dealer infrastructure + technology + data) and collaboration network (origination + distribution) for investment bankers and placement agents (Affiliate Partners) to support companies and investors. Mr. Frank leads the strategy, design and execution of all aspects of the Firm’s technology, data, compliance, legal, due diligence, finance, and operations architecture. Mr. Frank focuses on curating a highly engaged Stonehaven community and building key relationships across the broader finance and technology industries. Mr. Frank pivoted Stonehaven into a FinTech business in 2018 to create a next-generation platform to support the needs of capital market professionals. Mr. Frank founded Stonehaven in 2001, initially cutting his teeth raising capital and then building teams to orchestrate a broad range of investment banking and placement agent activity. Prior to founding Stonehaven, Mr. Frank worked in the Mergers & Acquisitions group of Robertson Stephens in San Francisco.Mr. Frank has expertise across a wide range of disciplines including venture capital, real estate, private equity, private credit, hedge funds, infrastructure, M&A, secondaries, private placements and traditional asset management. Mr. Frank is a frequent speaker on topics including FinTech, capital markets, investment banking, alternative investments and entrepreneurship.Mr. Frank graduated with honors from the University of Michigan’s Ross School of Business with a B.B.A. Mr. Frank is a CFA charterholder and an active member of the Young Presidents’ Organization where he helps lead the Investment Banking Network. Currently, Mr. Frank holds the Series 7, 24, 31, 66, 79 and 99 registrations with FINRA. Mr. Frank lives in Westchester, NY with his wife, son and daughter.

Listed skills include Alternative Investments, Hedge Funds, Investments, Asset Management, and 29 others.

Current workplace

David Frank, Cfa's current company

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Stonehaven, LLC
Stonehaven, Llc
CEO & Founder at Stonehaven
AeroLeads page
6 roles · 26 years

David Frank, Cfa work experience

A career timeline built from the work history available for this profile.

Ceo & Founder

Current

New York, NY, US

Stonehaven is a private capital markets FinTech operating system (broker dealer infrastructure + technology + data) and collaboration network (origination + distribution) for investment bankers and placement agents (Affiliate Partners) to support companies and investors. We’re active across real estate, private equity, venture capital, private credit.

2001 - Present ~25 yrs 5 mos

Chair, Investment Baning Vertical

Current
Ypo

Irving, Texas, US

Oct 2024 - Present

Moderator, Investment Banking Vertical & Forum

Current
Ypo

Irving, Texas, US

2022 - Present ~4 yrs 5 mos

Member

Current
Ypo

Irving, Texas, US

Young Presidents Organization is a global leadership community of business leaders, comprised of over 35,000 members whose businesses collectively generate over $9 Trillion in annual revenue (~10% of world GDP).

2016 - Present ~10 yrs 5 mos

Contributor

Jersey City, NJ, US

I covered investing, capital raising, FinTech, business management and entrepreneurship based on my experience running Stonehaven. https://www.forbes.com/sites/davidfrank/#3da2765c2d89

Jun 2020 - Jun 2022
1 education record

David Frank, Cfa education

  • University Of Michigan - Stephen M. Ross School Of Business
    University Of Michigan - Stephen M. Ross School Of Business
    Finance
FAQ

Frequently asked questions about David Frank, Cfa

Quick answers generated from the profile data available on this page.

What company does David Frank, Cfa work for?

David Frank, Cfa works for Stonehaven, LLC.

What is David Frank, Cfa's role at Stonehaven, LLC?

David Frank, Cfa is listed as CEO & Founder at Stonehaven at Stonehaven, LLC.

What is David Frank, Cfa's email address?

AeroLeads has found 3 work email signals at @stonehaven-llc.com for David Frank, Cfa at Stonehaven, LLC.

What is David Frank, Cfa's phone number?

AeroLeads has found 13 phone signal(s) with area code 917, 212, 914, 415, 303, 858 for David Frank, Cfa at Stonehaven, LLC.

Where is David Frank, Cfa based?

David Frank, Cfa is based in New York, New York, United States while working with Stonehaven, LLC.

What companies has David Frank, Cfa worked for?

David Frank, Cfa has worked for Stonehaven, Llc, Ypo, Forbes, and Robertson Stephens.

How can I contact David Frank, Cfa?

You can use AeroLeads to view verified contact signals for David Frank, Cfa at Stonehaven, LLC, including work email, phone, and LinkedIn data when available.

What schools did David Frank, Cfa attend?

David Frank, Cfa holds Bba, Finance from University Of Michigan - Stephen M. Ross School Of Business.

What skills is David Frank, Cfa known for?

David Frank, Cfa is listed with skills including Alternative Investments, Hedge Funds, Investments, Asset Management, Due Diligence, Private Equity, Equities, and Venture Capital.

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