Finance and Investments

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.