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Independent by design. Personal by nature.

Stonecrest Partners Is a Boutique,
Independent Financial Services Enterprise.

Stonecrest was built on the belief that financial services work best when independence and expertise are supported by strong relationships. We give advisors and clients the flexibility to pursue opportunities across markets, backed by the experience, infrastructure, and personal attention to navigate an increasingly complex financial world.

Who we work with

Business Partners

Independence means we choose our partners deliberately. We work with industry leaders who give our advisors serious infrastructure and our clients real security, without forcing either into a one-size-fits-all system.

BNY Pershing

A BNY Mellon company and one of the world's largest custodians, BNY Pershing clears and holds Stonecrest client assets, bringing institutional-grade security and stability to every account on our platform.

Envestnet

Our advisors get access to Envestnet's industry-leading portfolio management and reporting tools, giving them the technology to build and manage client portfolios with precision and clarity.

Karta

Through Stonecrest, clients have access to Karta, the premium U.S. charge card for global citizens. Karta has partnered with Visa to offer a globally recognized card, issued in the U.S., with credit lines up to $200,000, based on your U.S. assets.

Bloomberg Professional

Real-time market data and research, the same trusted toolkit used across the industry, giving our advisors the same intelligence the big firms have, without the big-firm bureaucracy.

Who We Are

Leadership

People who have spent careers proving that independence and expertise aren’t mutually exclusive.

John Randolph

Managing Partner and CEO

John Randolph grew up in a small town in Oklahoma, with ambitions that took him to Dartmouth College and eventually to the institutional trading floors of New York. At Dartmouth, he studied Engineering Sciences and Computer Science while competing in football and track. He began his career in Merrill Lynch’s Mortgage Products Group at 2 World Financial Center.…

John Randolph grew up in a small town in Oklahoma, with ambitions that took him to Dartmouth College and eventually to the institutional trading floors of New York. At Dartmouth, he studied Engineering Sciences and Computer Science while competing in football and track. He began his career in Merrill Lynch’s Mortgage Products Group at 2 World Financial Center.

Over the next three decades, John built his career as a mortgage-backed securities trader and business leader, increasingly focused on distressed and structured products. His experience at firms including GMAC-RFC, Cantor Fitzgerald and Jefferies shaped his perspective on trading, managing risk and building businesses.
In 2015, John and David Weibel founded Stonecrest Partners, creating a flexible financial services firm capable of pursuing complex transactions and business opportunities, on a wealth management platform anchored by a strong clearing relationship with BNY Pershing.

Today, John serves as CEO from Stonecrest’s home office in Austin, Texas. As the firm has grown, he has remained focused on what has been at the heart of Stonecrest from the beginning – to build a business where talented people have the independence to pursue new opportunities, while preserving the close relationships and shared sense of purpose of a familial firm.

John Randolph

Managing Partner and CEO

David Weibel

Managing Partner

David Weibel spent part of his childhood in Saudi Arabia before returning to Texas, where he graduated from high school in Houston and attended The University of Texas at Austin. At UT’s McCombs School of Business, he earned a B.B.A. in Finance and Real Estate while beginning his professional career well before graduation. While still an undergraduate, David…

David Weibel spent part of his childhood in Saudi Arabia before returning to Texas, where he graduated from high school in Houston and attended The University of Texas at Austin. At UT’s McCombs School of Business, he earned a B.B.A. in Finance and Real Estate while beginning his professional career well before graduation.
While still an undergraduate, David became the first employee of an Austin-based commercial real estate investment firm, working full time while completing his studies. He later moved into structured finance and distressed securities at Tejas Securities, joining John Randolph in 2009 and developing expertise in mortgage-backed and other structured products.

In 2015, David and John founded Stonecrest Partners, where David helped expand the firm across institutional markets, wealth management and other investment businesses. Throughout his career, he has continued to pursue real estate development projects and entrepreneurial investments, bringing a hands-on investor’s perspective to the Stonecrest platform.

Today, David serves as Chairman of Stonecrest Partners and leads Stonecrest Investment Management, which he founded in 2021 to pursue private investment opportunities, particularly in real estate and private credit in Puerto Rico. His career reflects an entrepreneurial spirit present from the beginning — an interest not simply in investing in businesses and real estate, but in building them.

David Weibel

Managing Partner

Dave Jones

Managing Partner and COO

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…

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.

Dave Jones

Managing Partner and COO

Lima New York Austin San Juan Coral Gables Buenos Aires Caracas Panama City San Jose

Where you’ll find us

Our Team

Austin

Austin is home to our senior management, operations, and compliance teams, and where much of our day-to-day decision-making happens. It’s also the kind of city that reflects how we work: entrepreneurial, independent, and always looking ahead.

Team Members

John Randolph

Managing Partner and CEO

Dave Jones

Managing Partner and COO

Paula Heffron

Chief Compliance Officer

Kyle Matusek

Chief Accounting Officer

Rachel Chastain

Director of Operations

Barbara Flores

Associate General Counsel, J.D./L.L.M

Leon Chiang

Accounting Associate

Florida

Team Members

Daniel Botton

Head Trader, International

Sandro Ramos

Managing Director, International

Antonio Bauza

Senior Vice President

New Jersey

Team Members

Matthew Coccaro

Registered Representative

Joseph Coccaro

Registered Representative

Deborah Stackpole

Managing Director, 1031 Team Leader

Edward Kasperavich

Managing Director, 1031 Team Leader

New York

Team Members

Caleb Chao

Head Trader, Asset-Backed Products

Puerto Rico

Our San Juan office reflects a real, long-term commitment to Puerto Rico, not a satellite outpost. We understand the local regulatory environment, the tax landscape, and the relationships that matter here, because we’ve built our business on the ground, not from a distance.

Team Members

Yaritza Rios

Executive Sales Assistant

Nicole Reyes

Sales Assistant

Joanna Rodriguez

Sales Assistant

Javier Rodriguez

Senior Portfolio Manager

Carlos Rodriguez

Senior Vice President

Jorge Robert

Senior Compliance Analyst

Sofia Quilichini

Sales Assistant

Richard Prann

Senior Vice President, Branch Manager, Head Trader Fixed Income

Roberto Pineda

Senior Vice President

Enrique Pascual

Managing Director

Mauricio Miles

Sales Assistant

Sean Miles

Senior Vice President

Rosanna Landivar

Wealth Strategy Associate

Francisco Landivar

Managing Director

Pedro Gonzalez

Senior Vice President

Sara Fernandez

Associate

Ruben Fernandez

Managing Director

Adrian Fernandez

Senior Vice President

Rebecca Feliciano

Vice President, CFP

Cristian Duntley

Vice President

Jose Castillo

Vice President

Aida Dones

Sales Assistant

Gabriel Lopez

Senior Vice President

Federico Cardona

Managing Director

David Weibel

Managing Partner

Costa Rica

Team Members

Jose Cubillo

Registered Representative

Sylvia Cubillo

Director, International Wealth Management

Israel

Team Members

Abi Gatenio

Registered Representative

Italy

Team Members

Giuseppe Pulitano

Registered Representative

Panama

Team Members

Nicolo Solzi

Registered Representative

Peru

Team Members

Angelica Larnia

Operations Analyst

Virginia French

Operations Manager

Venezuela

Team Members

Alejandro Uzcategui

Registered Representative

Gino Serafini

Registered Representative

Andres Pulido

Operations Analyst

Jose Mijares

Operations Supervisor

Anthony Ibarra

Operations Analyst

Jacobo Deleon

Registered Representative

Mailyn Castro

Operations Analyst

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Join the Team

If you're an Investment Professional looking for independence while still having access to a broad array of investment products, we should talk. Stonecrest prides itself on providing best-in-class service while giving you the platform, the partners, and the room to grow a practice that actually looks like you.