About Jeffery Stone
Jeffery Stone - Professional Summary:
Jeffery Stone jump started his career as Senior Vice President with Prudential Securities and was appointed to the Directors’ Council of the Corporation based on his elevated annual production. Subsequently, Jeff Stone joined the nation’s former primary dealer in the U.S. Treasury securities market, Lehman Brothers, as First Vice President and member of the Chairman’s Council. Jeffery Stone’s responsibilities as FVP of the global financial services firm spanned across the institutional and retail side of the markets, from investment banking, private banking, and investment management to equity and fixed-income sales, research and trading, and private equity. Bringing forth his proven leadership skills, Jeffery Stone directed various operations and administered portfolio management for institutional and high net worth clients while continuously producing high annual numbers and improving profitability, ranking him in the top 25% of the company. Jeffery Stone currently joins Tokyo, Japan’s Wakabayashi Fund LLC as Advisor to the financial consulting and investment firm. Jeff Stone Co-Founded Wakabayashi Fund in 2003 and is responsible for trading the company’s proprietary capital. In addition to directing Hedge Fund and Portfolio Management, Jeffery undertakes numerous duties, including performing business evaluations and overseeing corporate finance and institutional sponsorship activities. Apart from his duties in the financial sector, Jeffery Stone dedicates time to serving various community groups, such as his local Economics Club. Mr. Stone also serves the Republican Party as his district’s Precinct Chairman. Jeffery Stone earned his B.A. in Economics from the University of Texas at Austin. Apart from his professional career and service within the community, Jeffery Stone is a happily married man and the proud father of two children. He enjoys fly-fishing and reading at his leisure.
Jeffery Stone - Professional Experience:
Wakabayashi Fund LLC
Advisor / Co-Founder
Investments / Consulting
Tokyo, JP
01/1/2001 — 12/1/2009Crescent Partners Fund LP
Fund Manager
Trading
Dallas, TX USLehman Brothers
First Vice President
Investment Banking
Dallas, TX US
/1/1991 — /1/1995Jeffery Stone - Education:
University of Texas, Austin
Economics
B.A in Economics
Austin, TX US
1983 — 1987
Jeffery Stone - Interests:
Flyfishing, Reading
Jeffery Stone Links
