Stonecrest Partners
Jose Castillo is a Financial Analyst at Stonecrest Partners since June 2017. Prior to this, Jose served as Vice President Financial Advisor at Rehmann from August 2016 to May 2017. Before that, Jose worked as a Financial Advisor at UBS from October 2008 to August 2014. Jose holds a Bachelor of Business Administration (B.B.A.) degree in Marketing from Universidad del Sagrado Corazón, obtained between 2000 and 2004.
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Stonecrest Partners
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.