Who We Are
If you value independence, security and service as much as we do, we think you'll be pleased!
Stonecrest Partners is a boutique, independent financial services company providing a flexible investment platform for private individuals, international family offices, institutions and independent advisors. Because we are independent, you have access to a broad array of markets, asset managers, and opportunities beyond the limitations of ordinary firms.
Our clients' assets are secure.
All transactions are cleared through, and accounts are held at, Pershing LLC, a BNY Mellon Company. As of September 2020, Pershing held approximately $2 trillion in global client assets and maintained regulatory net capital of over $2 billion. In the same period, BNY Mellon was the world's largest global custodian with $38.6 trillion in assets under custody and $2.0 trillion in assets under management.
We have a global perspective...
Stonecrest Partners' International Division has locations in Miami, Florida and San Juan, Puerto Rico, and serves clients in Europe and Latin America.
...and a passion for delivering outstanding service.
Meet our team
Edward Kasperavich, CFA
Managing Director and 1031 Team Leader
Edward Kasperavich has 37 years’ experience in the investment industry. Ed started his career in the investment department of several regional banks, specializing in managing equity and fixed income portfolios. After leaving the buy side of the business 18 years ago, he and his partner Deborah Stackpole co-founded AKTT Financial Group which specialized in providing financial solutions to both institutions as well as individuals. In September 2016 AKTT Financial was merged into Stonecrest Advisors. In 2017, Ed and his partner, founded the Stonecrest Partners 1031 Exchange division. With over $90 million of transactions completed, this division advises clients completing tax deferred 1031 exchanges upon the sale of their real estate investments. He holds his Series 7 and 66 licenses as well as the designation of Chartered Financial Analyst.
Managing Director and 1031 Team Leader
Deborah has over 30 years of experience in financial and investment management. Deborah co-founded AKTT Financial Group with Edward Kasperavich in 2005 to establish an independent boutique firm covering equity, fixed income and real estate. In September of 2016, AKTT Financial Group merged with Stonecrest Partners to expand its vision and commitment. In 2017, Deborah and Edward co-founded Stonecrest Partner’s 1031 Exchange Division. They have helped clients successful complete their tax deferred exchanges by placing over $90 million in real estate equity. Deborah is a licensed broker with the National Association of Security Dealers (NASD). She also holds her Series 7 and Series 66 investment licenses and life insurance license. Deborah is registered in multiple states.
Managing Partner and CEO
John has 30 years of experience in the industry, with more than 20 years in supervisory and management roles. He has been a business leader in fixed-income sectors at firms including Merrill Lynch, GMAC-RFC, Jefferies and other broker dealers. John has an A.B. in Engineering Sciences and Computer Science from Dartmouth College and was a member of their football team. He holds Series 7, 24, 28, 53 and 63 licenses. John is based out of our headquarters in Austin, Texas.
Managing Partner and Director of Trading
David has 12 years of experience in financial markets, with 8 years in distressed fixed income and Real Estate assets. His experience within investment banking spans over research, analytics, trading, and sales, for both institutional and retail clients. Prior positions include World Class Capital Group and Tejas Securities. David holds Series 7, 24, 63 and 66 licenses and is an honors graduate of the McCombs School of Business at The University of Texas with a degree in Finance.
Financial Advisory Services and COO
Senior Operations Associate
Dave brings over 15 years’ experience in the financial sector to the Stonecrest team. Prior to joining Stonecrest, he was an analyst and trader at Western Asset Management in New York. He has also held various roles in trading and operations at Legg Mason and Citigroup Asset Management. Dave holds Series 7 and 66 licenses and graduated from the University of Florida with a B.S. in Finance.
Rachel joined Stonecrest Partners in 2019. She has 13 years’ experience in the financial industry specializing in Operations. She specializes in account setup and maintenance, settlement issues and assisting brokers with trade tickets. Born and raised in Shawnee Kansas, Rachel moved to Austin Texas in 2009. She holds Series 7 license and is graduate of Kansas State University with a degree in Business Administration. Rachel loves spending her free time with her 70lb English Bulldog, Winnie.
Senior Finance Associate
Kyle oversees the preparation of financial statements and regulatory financial filings and ensures tax compliance within the various taxing jurisdictions for all entities affiliated with Stonecrest Partners. He brings extensive audit experience in the private and public sector from his time at Deloitte and is a member of the Stonecrest’s Due Diligence committee. Kyle is a former CPA and holds his Master’s in Professional Accountancy from Clemson University.