Jeffrey M. Stirling

Regional Director (DC Metro)

Role
Regional Director at Horizon
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jeffrey M. Stirling

I’m a seasoned financial professional with over 10 years of experience in asset management, particularly alternative investments, currently serving as a Director of Capital Markets at Home Path Financial, where I’m responsible for brokering private loan transactions for the company’s secured capital program. My career spans business development, portfolio management, and client relationship building, with a proven track record of helping asset managers meet their capital raise goals for alternatives, including but not limited to liquid alternatives, evergreen products, and limited partnerships vehicles across private real estate, private credit, commercial mortgages, hedge funds, and more. At Future Standard, as Regional Director, I raised over $300 million in our solutions in my assigned territory encompassing the West coast. My prior role at Equitable Advisors helped give me a unique perspective on how financial advisors work with their clients, particularly in the realm of financial planning and portfolio management. Holding CFP® and CAIA designations, I bring a deep understanding of wealth management and alternative investments, paired with a passion for transforming untapped potential into lasting value. I also have a unique passion for cryptocurrency, participating across a variety of different blockchains (Ethereum, Bitcoin, Solana, The Open Network, Avalanche, etc.) in different DeFi protocols, DAOs, NFTs, memes, and other utility projects. I’ve bridged my knowledge in traditional finance to decentralized finance and have led speaking engagements at several crypto conferences. I excel in dynamic, growth-oriented environments, leveraging strategic insight and collaborative leadership to drive measurable results.

Experience

  1. Regional Director

    Horizon

    Sep 2025 — Present · Philadelphia, PA, US

    Responsible for capital raise for Horizon’s DC Metro territory (VA, DC, MD, WV, DE, Eastern PA, NJ)

Education

  • Washington and Lee University

    Bachelor of Arts (B.A.), Economics

    2008 — 2012

  • The American College of Financial Services

    CFP®, ChFC, CLU

    2013 — 2015

Skills

  • Wealth Management
  • Retirement Planning
  • Sales
  • Strategic Financial Planning
  • Financial Analysis
  • Team Leadership
  • Statistics
  • Risk Management
  • Research
  • Economics
  • Investment Strategies
  • Public Speaking

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Jeffrey M. Stirling — Regional Director at Horizon in Philadelphia, PA, US | Unifers