S8 Bonus: David Frank, Stonehaven

David Frank grew up in Denver, CO, and as expected, he grew up loving skiing. He mentioned that Vale was his favorite mountain, and continues to love it today. He graduated from the University of Michigan, and did investment banking in San Francisco, before starting his own firm. Outside of tech, he has two kids and by the time this episode releases, he will be a married man! His family loves to ski, especially his son, who races down the mountain competitively.From his experience in the industry and in the market, David saw a gap for small and medium size organizations to have a system to run financial businesses on. He and his team set forth to build the next generation, broker dealer platform - one that is better than they could build themselves, and better than what the large institutions have.This is the creation story of Stonehaven.SponsorsCipherstashTreblleCAST AI FireflyTursoMemberstackLinksWebsite: https://stonehaven-llc.com/LinkedIn: https://www.linkedin.com/in/david-frank-cfa-68897a5/Our Sponsors:* Check out Cash App and use my code CASHAPP10 for a great deal: https://click.cash.app/ui6m/mt82fpxl #CashAppPod. Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. See terms and conditions at https://cash.app/legal/us/en-us/card-agreement. Cash App Green, overdraft coverage, borrow, cash back offers and promotions provided by Cash App, a Block, Inc. brand. Visit http://cash.app/legal/podcast for full disclosures.* Check out Plaud AI and use my code CODESTORY for a great deal: https://plaud.aiAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy