Dave Jones began his career in investment management after graduating from the University of Florida with a B.S. in Finance. Starting in trade operations at Citigroup Asset Management, he developed an understanding of the investment process from the operational side before moving into broader trading and portfolio management responsibilities at Legg Mason and Western Asset Management.
At Western Asset, Dave worked alongside senior portfolio managers and traders overseeing billions in fixed-income assets, helping develop and implement investment strategies across separately managed accounts. His experience spanning trading, portfolio implementation and operations gave him a practical perspective on the infrastructure and execution required to support a successful wealth management business.
Dave joined Stonecrest Partners in 2015, bringing that experience to a growing financial services firm. He played a central role in developing the firm’s broker-dealer and advisory operations, establishing processes, supporting advisor transitions and helping build the infrastructure needed to accommodate the firm’s expansion. In 2023, he became a Managing Member of Stonecrest Partners.
Today, Dave serves as Chief Operating Officer, overseeing the day-to-day operations of Stonecrest’s wealth management businesses. His approach reflects a career spent connecting investment strategy with execution, ensuring that the firm’s advisors have the operational support and flexibility to focus on serving their clients and growing their businesses.