Stonecrest Partners
Kyle Matusek is a Senior Associate - Finance at Stonecrest Partners since November 2019. Previously, Kyle worked as a Primary School Teacher at APU International Schools where Kyle developed 4th grade curriculum and fostered an immersive classroom environment. Prior to this, Kyle worked as a Mathematics Tutor at International Tutor Group, expanding services and preparing students for various exams. Kyle also has experience as an Audit Senior at Deloitte where Kyle led teams and audited complex financial models. With a Master of Professional Accountancy from Clemson University, Kyle has a strong educational background in accounting.
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.