Stonecrest Partners is the marketing name for affiliated financial firms Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management Group, and Stonecrest Investment Management.

Stonecrest Capital Markets is a FINRA registered Broker Dealer primarily focused on institutional and retail trading, insurance products, alternative investments, and private placements. The firm has a history in fixed-income, with expertise in mortgage- and asset-backed securities trading.  We have a trading and a compliance team to support our wealth management clients.  Our investment banking activities are currently focused on Puerto Rico businesses and projects.

Stonecrest Advisors is a fee-based independent Investment Advisory platform with operations in Texas, New Jersey, and Puerto Rico and affiliates in Latin America. Our Advisors and Certified Financial Planners focus on Wealth Management, Asset Management, Estate Planning and Insurance products.  Advisors interested in more information may contact Dave Jones at djones@stonecrestpartners.com.

Stonecrest Investment Management is an asset manager with emphasis on managing Puerto Rico Act 60 Private Equity Funds (https://stonecrestinvest.com) as well as real estate and renewable energy development.

Winlo Management Group (https://www.winlogroup.com), a Puerto Rico broker dealer focused on investment banking and exported financial services, is the sister company to Stonecrest Capital Markets and Stonecrest Advisors.

Stonecrest Partners has grown organically over the years to serve an expanding U.S., Puerto Rico and Global clientele.

Investment Management

Renewable Energy

Trading & Exchanges

Stonecrest Partners

Stonecrest Partners' headquarters in Austin, United States

Enrique Pascual-Imbert

Caleb Chao

Paul Howell

Rebecca Feliciano

Pedro Gonzalez

The Leadership Team at Stonecrest Partners is responsible for setting the strategic direction and ensuring the overall growth and success of the company. This includes decision-making on investment strategies, expanding market presence, overseeing the management of various affiliated entities, and driving the execution of the firm's long-term goals. They work collaboratively to align organizational objectives with market opportunities, aiming to serve the expanding U.S., Puerto Rico, and global clientele effectively.

Leadership Team

The Finance and Investments team at Stonecrest Partners, comprising roles such as Senior Associate - Finance, Financial Analyst, Vice President Investments, and Director of Capital Markets, is responsible for overseeing financial strategy and investment activities across the organization. This includes managing and analyzing investments, developing financial models, and providing strategic recommendations to support the company's growth and wealth management objectives. The team plays a crucial role in institutional and retail trading, private placements, and capital market operations, ensuring comprehensive financial solutions for clients in the U.S., Puerto Rico, and globally.

Stonecrest Partners

Org chart

Teams

Leadership Team

Finance and Investments

Offices

Stonecrest Partners

Org chart

Teams

Leadership Team

Finance and Investments

Offices

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