Mark Sullivan, CFA
Mark Sullivan is a Managing Director and Partner at Stonehaven, LLC. Mr. Sullivan works closely with Stonehaven’s CEO to spearhead origination and ongoing management of mandates while also playing a senior management role.
Prior to Stonehaven, Mr. Sullivan was the Director of US Sales Management at Man Investments Inc. where he coordinated product operations and development and managed related workflow across stakeholders including investment management, marketing, third party investors, service providers, legal, compliance, operations, reporting and management. Mr. Sullivan came to Man Investments Inc. following the acquisition of Ore Hill Partners LLC in May 2011, where Mr. Sullivan was a Partner and served as the firm’s CFO and COO for over 8 years. Mr. Sullivan built and managed all non-investment functions for the multi-product alternative asset management firm and was integral in helping grow the firm from $70 million to $3 billion AUM. Prior to Ore Hill Partners LLC, Mr. Sullivan worked for Credit Suisse First Boston / Donaldson, Lufkin & Jenrette within their Private Client Services division from 2000 to 2003. Mr. Sullivan also worked with Morgan Stanley Dean Witter in their Private Wealth Management division from 1998 to 2000.
Mr. Sullivan earned an M.B.A. from the Leonard Stern School of Business at NYU with a concentration in Finance and a B.A. in Economics from Boston College. Mr. Sullivan is a CFA charter holder and member of the CFA Institute and the CFA Society New York (CFANY), where he serves as the Co-Chair of CFANY’s Alternative Investments Interest Group. Currently, Mr. Sullivan holds the Series 3, 7, 24, and 63 registrations with FINRA. Mr. Sullivan lives in Larchmont, NY with his wife and four children.
With this event, we bust common myths surrounding the cannabis industry for potential investors, and shed light on possible investment paths. Within an investment context, what is the potential in this space? The panel will seek to shed light on the current trends in the industry, along with the valuation and the legal framework within the regulatory environment.