Mike Stone
Chief Investment Officer & Partner @Sunstone Management
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WORK HISTORY
Chief Investment Officer & Partner @Sunstone Management
Co-develop strategic plans with partner/CEO. • Lead new strategic business initiatives for alternative investments, wealth management. • Research, develop, and present investment, market and economic updates to investors.• Lead investment committee for venture capital and private credit.
EDUCATION
University of Southern California
MS, Systems Management
San José State University
BS, Aeronautics
ABOUT MIKE STONE
Senior executive specializing in strategic leadership and investment management, with a unique blend of experience and leadership in financial services, enterprise software sales and enterprise technology.As the Chief Investment Officer, COO, Partner, and Board Member at Sunstone Management Inc, I collaborate closely with the CEO on strategic planning, spearhead major projects, conduct financial modeling, and lead our investment team. My responsibilities include research, portfolio management and investment decisions across venture capital, private credit, and real estate investments. I have successfully built relationships with key partners and am leading significant investment initiatives that align with our company\'s goals.Previously, I advised institutions and ultra-high-net-worth individuals at Morgan Stanley and Bernstein Private Wealth. In this role, I recommended investments, advised on asset allocation, alternative investments, investment policies, governance, and wealth transfer strategies to effectively move wealth and values to the next generations.Before that, I served in lead account executive and regional manager roles at Siebel Systems and Oracle, in business development for middle market and Fortune 100 companies. I successfully navigated complex sales cycles, built strong relationships with inner circle decision makers, key stakeholders, and negotiated enterprise deals.My career began in the Marine Corps, where I managed software projects and advised senior staff, laying the foundation for my leadership and technical skills.
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