As the successor to SPC Capital, Stonetree Capital Advisors, LLC, began marketing its initial commingled fund in 2010, acquiring its first limited partner in December 2010. We commenced investing Stonetree Capital Fund IV, LP, in April 2011.
Patrick J. Casey, Managing Member, was Chief Investment Officer for two different insurance companies and for the $1.5 billion defined benefit/defined contribution plans of Montgomery Ward & Company, Inc. (Wards). Mr. Casey invested in excess of $235 million in over 40 different private equity General Partnerships on behalf of SPC Capital and Wards.
Robert L. Placek, CFO, was the Executive Director of Finance and Facilities for Ivy Tech Community College North Central. He was also the past Vice President of Financial Planning and Mergers and Acquisitions of the Signature Group, a wholly owned financial service company of Montgomery Ward & Co. Incorporated. Previously, he worked for Ernst & Young as well as for Lincoln National Life Insurance Company.
Robert K. Murray, Managing Director, Marketing & Analyst, is a registered representative (Series 7, 63, 65 and 79) with Stonetree Capital Management where he is responsible for marketing as well as analysis of private equity firms. Previously, Bob was a founding partner with Westwood Distributors, a third party marketing firm; a Managing Director at Clinton Group, a Registered Investment Advisor that manages $6+ billion in various Hedge Fund and CDO strategies; a Director with First Quadrant, LP; and the Director of Marketing with Amerindo Investment Advisors, where he reviewed private firms seeking mezzanine-round financing.
Robert J. Brady, Managing Director & Consultant Relations, is a registered representative (Series 7, 63, 79 and 24) with Stonetree Capital Management, where he is responsible for marketing and client service for Institutional Plan Sponsors and Consultants. Prior to joining Stonetree, Bob spent eight years as a Managing Director at Cazenave & Co., Inc., a minority broker/dealer located in San Francisco, California, where he was responsible for marketing and client service. From 1998 to 2001, Bob was a Senior Vice President at American Express Asset Management, Minneapolis and London, where he covered Public and Taft-Hartley Funds for marketing and client service. Bob began his investment career with Pacific American Securities, a female-owned and managed firm founded by Norma Jaeger.
Michael S. Casey, is the Client Service Professional and Investment Analyst with responsibilities for client service, new client prospecting and analysis of both potential new investments and monitoring of existing portfolio investments. Mr. Casey consults with clients by presenting Stonetree’s investment process and discusses the details of the general partnerships their underlying investments.