David Frank, CFA

David Frank, CFA has a diverse work experience in the finance industry. David is the CEO and Founder of Stonehaven, LLC, a private capital markets FinTech operating system and collaboration network. At Stonehaven, David leads a team of 35 professionals and supports over 100 Affiliate Partners, representing 220 clients and raising over $9B since its inception in 2001. Additionally, David has worked as a Contributor for Forbes, where they covered topics such as investing, capital raising, FinTech, business management, and entrepreneurship. Prior to Stonehaven, they served as an Analyst in M&A at Robertson Stephens.

David Frank, CFA obtained a Bachelor's degree in Finance from the University of Michigan - Stephen M. Ross School of Business in 2000. David also holds the Chartered Financial Analyst (CFA) certification, which they received from the CFA Institute in September 2012. In addition, they have obtained various certifications including Series 7, 24, 31, 66, 79, and 99 from the Financial Industry Regulatory Authority (FINRA). The specific months and years in which they obtained these certifications are not provided.