SIM Advisory Team
John Randolph
Strategic Advisor from Stonecrest
- Co-Founder of Stonecrest Partners and its subsidiaries
- CEO of Stonecrest Capital Markets, Inc.
- Member of Investment Committee for SIM Funds
- John has 35 years of experience in structured finance markets, from running proprietary trading books, managing several trading desks, and currently operating our related brokerage company of roughly 40 brokers
- Series 7, 24, 57, 66, 79 License holder.
- Former positions include Merrill Lynch, Jefferies, Cantor Fitzgerald, and GMAC-RFC
Matthew Weibel
Construction Management
- Construction Manager, Stonecrest Investment Management
- Responsible for the managing the construction process including budgeting, design development, permitting, infrastructure coordination, procurement, contracting, scheduling, change management, production, and close out.
- Prior roles include construction management for large sitework, ground up, and interior build outs including three office buildings in the ExxonMobil Main Campus, totaling 750k sf, two Dow Chemical lab buildings, Structural Engineer for Nuclear and Coal power plants, multiple mid-scale office and retail centers, and other mid-sized community projects.
Alex Borlenghi
Advisor on CRE Investments
- President of Interfin, a Texas-based developer
- Senior Member of Perini Capital’s Credit Team
- Interfin has developed several hotel, office, mixed-use, retail and residential condo projects, totaling several million square feet of space, primarily in Texas.
- Actively involved with the investment, design and construction of all SIM commercial real estate projects
- Graduated from the University of Texas at Austin
- Hotel Real Estate Investment and Asset Management Certificate from Cornell University.
Dave Jones
Strategic Advisor from Stonecrest
- COO of Stonecrest Partners and its subsidiaries
- President and CCO of Stonecrest Advisors, Inc
- Management and oversight of brokers from the Placement Agent, SCMI, for sales and compliance of investor prospects
- 18 years of experience spanning sales, trading & research
- Series 7, 66 License holder.
- Former positions include trading and analyst roles at WAMCO, Citigroup Asset Management, and Legg Mason
- University of Florida, B.S. in Finance
Kyle Matusek
Strategic Advisor from Stonecrest
- Responsible for overseeing the preparation of financial statements of the Investment Manager, as well as coordinating the tax reporting and audits for the SIM Funds and Manager
- Develops strategies to streamline accounting processes for Stonecrest Partners and its subsidiaries
- Coordinates the preparation of FINRA regulatory financial filings for Stonecrest Capital Markets, Inc.
- Former Audit experience at Deloitte serving both public and private clients
- Master’s in Professional Accountancy from Clemson. Former CPA.
Manny Ortiz
Political Strategist
- Founder and President of Vantage Knight, a premier lobbyist
- Democratic strategist and advisor to several Fortune 50 companies, global leaders, and US politicians.
- Strong rolodex of clients including Citibank, Sony, Fidelity, FedEx, Microsoft, Hilton, Qualcomm Visa and Verizon.
- Puerto Rican native with strong ties on the island within the private and public sectors.
- Manny is a great advocate for Puerto Rico and its position with the United States, and is very involved in efforts to bring capital to the island, including from FEMA and HUD programs.