Capstone Partners, LP
Industry: Capital market company
DescriptionFounded: 2001 Subsidiary: CSP Securities, LP
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Capstone Partners, LP Employees
Employee
Years
Job
Industry
Phillip Rosengarden Phillip Rosengarden's Capstone Partners, LP Experience June 2014 - August 2014
Job Student at Lafayette College
Industry Higher Education
Experience
Lafayette College 2011 - Present
Capstone Partners, LP June 2014 - August 2014
AVIDGOLFER MAGAZINE 2011 - 2013
iDealGolfer 2011 - 2013
Skills
Energetic Self-Starter, Highly-motivated, Golf, Always Willing to Learn, Accepting Responsibility, Highly personable
Education
Lafayette College 2011 — 2015
Working on Bachelor of Arts in Economics
Dallas Jesuit 2008 — 2011
High School
Lafayette College 2011 - Present
Capstone Partners, LP June 2014 - August 2014
AVIDGOLFER MAGAZINE 2011 - 2013
iDealGolfer 2011 - 2013
Skills
Energetic Self-Starter, Highly-motivated, Golf, Always Willing to Learn, Accepting Responsibility, Highly personable
Education
Lafayette College 2011 — 2015
Working on Bachelor of Arts in Economics
Dallas Jesuit 2008 — 2011
High School
Jessica Bonfield Jessica Bonfield's Capstone Partners, LP Experience June 2011 - August 2011
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
Texas A&M University August 2009 - May 2014
KPMG US January 2013 - March 2013
Capstone Partners, LP June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Accounting, Financial Accounting, Finance, Microsoft Office, Teamwork, Time Management, Leadership
Education
Texas A&M University 2012 — 2014
Master of Science (M.S.), Finance
Texas A&M University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
KPMG US October 2014 - Present
Texas A&M University August 2009 - May 2014
KPMG US January 2013 - March 2013
Capstone Partners, LP June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Accounting, Financial Accounting, Finance, Microsoft Office, Teamwork, Time Management, Leadership
Education
Texas A&M University 2012 — 2014
Master of Science (M.S.), Finance
Texas A&M University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
Olivia Moretto Olivia Moretto's Capstone Partners, LP Experience October 2012 - September 2014
Job Manager, New Business at Publicis Hawkeye
Industry Marketing and Advertising
Experience
Publicis Hawkeye September 2014 - Present
Capstone Partners, LP October 2012 - September 2014
Lantern Asset Management October 2011 - October 2012
Wells Fargo Advisors May 2010 - August 2010
NFJ Investment Group August 2009 - December 2009
MetLife Financial Group of Texas June 2009 - August 2009
BBS Capital Mangement May 2008 - August 2008
Skills
Marketing, Social Media, Business Development, Marketing Strategy, Market Research, Marketing Communications, Project Management, Brand Management, Brand Loyalty, Event Management, PowerPoint, Microsoft Office, Event Planning, Events, Corporate Events, Live Events, Coordinating Events, Event Producing, Experiential Events, Long-term Customer..., Manage Client..., Impressions with a..., communications, Corporate Communications, Internal Communications, Public Relations, Presentations, Video Production, Copywriting, Analysis, Visio, Management, Strategic Planning
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Masters, Accounting
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Plano Senior High school
Publicis Hawkeye September 2014 - Present
Capstone Partners, LP October 2012 - September 2014
Lantern Asset Management October 2011 - October 2012
Wells Fargo Advisors May 2010 - August 2010
NFJ Investment Group August 2009 - December 2009
MetLife Financial Group of Texas June 2009 - August 2009
BBS Capital Mangement May 2008 - August 2008
Skills
Marketing, Social Media, Business Development, Marketing Strategy, Market Research, Marketing Communications, Project Management, Brand Management, Brand Loyalty, Event Management, PowerPoint, Microsoft Office, Event Planning, Events, Corporate Events, Live Events, Coordinating Events, Event Producing, Experiential Events, Long-term Customer..., Manage Client..., Impressions with a..., communications, Corporate Communications, Internal Communications, Public Relations, Presentations, Video Production, Copywriting, Analysis, Visio, Management, Strategic Planning
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Masters, Accounting
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Plano Senior High school
Hannah Opatowsky Hannah Opatowsky's Capstone Partners, LP Experience November 2014 - Present
Job Associate at Capstone Partners, LP
Industry Venture Capital & Private Equity
Experience
Capstone Partners, LP November 2014 - Present
Capstone Partners, LP July 2014 - October 2014
Taste of DC, LLC May 2013 - November 2013
Honli Technology Company June 2012 - August 2012
Pacific Bridge Medical February 2012 - May 2012
J.Crew June 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Office, SPSS, Community Outreach, Chinese, Event Planning, Due Diligence, Teamwork, Microsoft Word, Quantitative Analytics, Document Management, Financial Analysis, Manage Client..., Team Leadership, Chinese culture, Cross-cultural Teams
Education
The George Washington University 2010 — 2014
Bachelor of Business Administration (BBA), International Business, Summa Cum Laude
Central University for Nationalities 2012 — 2012
Associated Colleges in China – Intensive Language and Culture Program
Shanghai University of Finance and Economics 2012 — 2012
Alliance for Global Educaiton - International Business in China
The Hockaday School 2006 — 2010
High School
Capstone Partners, LP November 2014 - Present
Capstone Partners, LP July 2014 - October 2014
Taste of DC, LLC May 2013 - November 2013
Honli Technology Company June 2012 - August 2012
Pacific Bridge Medical February 2012 - May 2012
J.Crew June 2011 - August 2011
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Office, SPSS, Community Outreach, Chinese, Event Planning, Due Diligence, Teamwork, Microsoft Word, Quantitative Analytics, Document Management, Financial Analysis, Manage Client..., Team Leadership, Chinese culture, Cross-cultural Teams
Education
The George Washington University 2010 — 2014
Bachelor of Business Administration (BBA), International Business, Summa Cum Laude
Central University for Nationalities 2012 — 2012
Associated Colleges in China – Intensive Language and Culture Program
Shanghai University of Finance and Economics 2012 — 2012
Alliance for Global Educaiton - International Business in China
The Hockaday School 2006 — 2010
High School
Stacey Walter Stacey Walter's Capstone Partners, LP Experience 2008 - Present
Job Principal at Capstone Partners, LP
Industry Financial Services
Experience
Capstone Partners, LP 2008 - Present
Macfarlan Capital Partners 2006 - 2007
Capstone Partners, LP 2004 - 2006
Goldman Sachs 2000 - 2004
Education
Liberty University 1995 — 1999
Master of Arts (M.A.) and BA, Counseling and Biblical Studies
Capstone Partners, LP 2008 - Present
Macfarlan Capital Partners 2006 - 2007
Capstone Partners, LP 2004 - 2006
Goldman Sachs 2000 - 2004
Education
Liberty University 1995 — 1999
Master of Arts (M.A.) and BA, Counseling and Biblical Studies
Brian DeFee Brian DeFee's Capstone Partners, LP Experience July 2012 - Present
Job Principal at Capstone Partners, LP
Industry Venture Capital & Private Equity
Experience
Capstone Partners, LP July 2012 - Present
Panda Power Funds May 2011 - July 2013
Commerce Street Capital June 2009 - May 2011
Capital Dynamics August 2008 - June 2009
Top Tier Capital Partners (Paul Capital Investments) June 2006 - July 2008
Wachovia Securities - International Corporate Finance Group May 2005 - August 2005
The British Educational Trust December 2002 - September 2004
JPMorgan - Equity Capital Markets January 2000 - June 2002
Skills
Private Equity/Venture..., Equity Capital Markets, Fundraising, Financial Modeling, Teaching
Education
Thunderbird School of Global Management 2004 — 2006
MBA
University of Colorado Boulder - Leeds School of Business 1995 — 1999
BS
Plano 1993 — 1995
Capstone Partners, LP July 2012 - Present
Panda Power Funds May 2011 - July 2013
Commerce Street Capital June 2009 - May 2011
Capital Dynamics August 2008 - June 2009
Top Tier Capital Partners (Paul Capital Investments) June 2006 - July 2008
Wachovia Securities - International Corporate Finance Group May 2005 - August 2005
The British Educational Trust December 2002 - September 2004
JPMorgan - Equity Capital Markets January 2000 - June 2002
Skills
Private Equity/Venture..., Equity Capital Markets, Fundraising, Financial Modeling, Teaching
Education
Thunderbird School of Global Management 2004 — 2006
MBA
University of Colorado Boulder - Leeds School of Business 1995 — 1999
BS
Plano 1993 — 1995
Clay Deniger's Capstone Partners, LP Experience September 2004 - Present
Job Managing Partner at Capstone Partners, LP
Industry Venture Capital & Private Equity
Experience
Capstone Partners, LP September 2004 - Present
Substrate Technologies, Inc. January 1999 - July 2003
Customer Survey Technologies June 1990 - December 1998
Skills
Strategy, Private Equity, Leadership, Mergers & Acquisitions, Strategic Planning, Due Diligence, Investments, Venture Capital, Valuation, Financial Modeling
Education
Hamilton College 1986 — 1990
BA, Government
Greenhill School 1982 — 1986
Capstone Partners, LP September 2004 - Present
Substrate Technologies, Inc. January 1999 - July 2003
Customer Survey Technologies June 1990 - December 1998
Skills
Strategy, Private Equity, Leadership, Mergers & Acquisitions, Strategic Planning, Due Diligence, Investments, Venture Capital, Valuation, Financial Modeling
Education
Hamilton College 1986 — 1990
BA, Government
Greenhill School 1982 — 1986
James Eland's Capstone Partners, LP Experience November 2013 - Present
Job Vice President at Capstone Partners, LP
Industry Investment Banking
Experience
Capstone Partners, LP November 2013 - Present
Fortress Group, Inc. September 2010 - October 2013
MS Capital September 2009 - September 2010
Education
Southern Methodist University - Cox School of Business 2006 — 2009
B.B.A. and B.S.
Capstone Partners, LP November 2013 - Present
Fortress Group, Inc. September 2010 - October 2013
MS Capital September 2009 - September 2010
Education
Southern Methodist University - Cox School of Business 2006 — 2009
B.B.A. and B.S.
DTCC
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Ontario Securities Commission
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