Stonecrest Partners
Caleb Chao is a seasoned professional in the financial industry, with a wealth of experience in fixed income sales trading, specifically focusing on securitized products and special situations. With a background in diverse companies such as Stonecrest Partners, Bay Crest Partners, and StormHarbour Securities, Caleb has also worked in RMBS trading and mortgage trading at companies like Prosiris Capital Management LP and Nomura. Their educational background includes a BS in Industrial and Labor Relations from Cornell University.
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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.