Mike Stone
Chief Investment Officer at Sunstone Management, Inc.
Profile
Mike Stone is partner and Chief Investment Officer of Sunstone Management, Inc., a private capital investment firm in Irvine, CA, focusing on applying resources of public sector, private enterprises, and universities to help founders succeed at early-stage startups.
He leads the firm’s investment and research initiatives for venture capital, private credit, and real estate.
Prior to joining SMI in 2022, he was first vice president at Morgan Stanley advising high-net-worth clients on alternative investments including venture capital and impact investments.
Prior to that he was vice president at Alliance Bernstein serving institutional and high net worth investors.
Prior to joining Bernstein, Stone held account executive and managerial roles from 1996 through 2005, including at Oracle and Siebel, advising Fortune 500, midsize companies, and startups on automation in support of strategic initiatives.
He also served on the technology advisory group of US Congressperson Jim Davis.
Before that he worked in consulting and engineering roles, including two startups, and published articles on information technology; he began his career as an officer in the Marine Corps working in software development.
Mr. Stone has a Master of Science from University of Southern California and is a CFA charterholder.
Mike Stone active positions
Companies | Position | Start |
---|---|---|
Sunstone Management, Inc.
Sunstone Management, Inc. Investment ManagersFinance Sunstone Management Inc (Sunstone Management) is a venture capital firm founded in 2015 by John Shen. The firm is headquartered in Irvine, California. | Chief Investment Officer | 2022-02-28 |
Former positions of Mike Stone
Companies | Position | End |
---|---|---|
MORGAN STANLEY | Corporate Officer/Principal | 2022-02-28 |
Bernstein Private Wealth Management
Bernstein Private Wealth Management Investment ManagersFinance Part of Equitable Holdings, Inc., Bernstein Private Wealth Management is a company that provides investment strategies, planning, and risk management services. The company is based in Miami, FL. | President | 2019-12-31 |
ORACLE CORPORATION | Corporate Officer/Principal | 1996-12-31 |
Training of Mike Stone
University of Southern California | Graduate Degree |
San Jose State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
ORACLE CORPORATION | Technology Services |
MORGAN STANLEY | Finance |
Private companies | 2 |
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Sunstone Management, Inc.
Sunstone Management, Inc. Investment ManagersFinance Sunstone Management Inc (Sunstone Management) is a venture capital firm founded in 2015 by John Shen. The firm is headquartered in Irvine, California. | Finance |
Bernstein Private Wealth Management
Bernstein Private Wealth Management Investment ManagersFinance Part of Equitable Holdings, Inc., Bernstein Private Wealth Management is a company that provides investment strategies, planning, and risk management services. The company is based in Miami, FL. | Finance |
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