Brad Stonberg oversees trading, research, tax and accounting as well as portfolio construction and management for the firm. He brings his deep understanding of capital markets and trading and his commitment to values based investing to Stakeholders Capital.
In 1992 Brad began a successful career as an options market maker on the floor of the American Stock Exchange. After meeting Andrew they formed an independent options market making trading firm; in 2000 their firm was acquired by Goldman Sachs. Brad also established a natural foods business.
He received his B.S. in business and finance from Boston University’s School of Management.
Terry Mollner Chairman & Co-Founder Stakeholders Capital
Mark Watson is CEO and Founder of Keel Asset Management LLC
Mr. Watson was recently a Board Member of the Social Venture Network, a leader membership organization of more than 600 mission oriented social enterprises where he often serves as a financial advisor to member organizations. He has served as a Board Member and Chair of the micro finance committee of the Cape Development Partnership; a Cape Cod based economic development community lending and affordable housing nonprofit.
Mark is also Chair of the Asset Management Committee of the Triskeles Foundation, which manages donor advised funds and third party asset pools with dedicated social investment mandates. Most recently Mr. Watson has joined the investment Board of the Fair Food Network Fund, which makes program related investments in food system enterprises on behalf of institutions.
Previously, Mr. Watson served as President and Senior Portfolio Manager of The Kenwood Group, Inc. a Chicago based institutional investment advisor, Managing Director of Equinox Capital Management, LLC in New York City, and Vice President, US Portfolio Manager/Analyst at Chicago based PPM America, the North American subsidiary of London based Prudential, PLC. Mr. Watson began his career at the First National Bank of Chicago (now a part of J.P. Morgan Chase and Co.) as a lender in both corporate and public finance.
A native of Chicago, Mr. Watson holds a MBA '92 with a concentration in finance from the University of Chicago. He graduated from the University of Illinois at Champaign in 1985 with a B.S. of Finance. He is member of US/SIF; an Overseer of the Museum of Fine Arts-Boston and Chair of The Highlands Center in Truro, MA.
Terry is an industry pioneer and innovator and one of the creators of the first comprehensive set of screens for socially responsible investing (SRI). He applies his industry knowledge and expertise on global trends and opportunities in the SRI world to Stakeholders Capital.
Chairman Mollner helped found Calvert Social Investment Funds, the largest family of ethical funds, with $13 billion currently under management. He sits on Calvert’s Board of Directors, The Calvert Foundation as well as the board of Ben & Jerry’s Ice Cream.
The Calvert Foundation also traces its roots to Terry’s leadership. Whereas Calvert Social Investment Funds established a new investment territory in the professional investment community, “socially responsible investing,” the Foundation created a new investment territory called “community investing.”
Today, to “end poverty through investment,” the Foundation raises low-interest capital through the sale of community investment notes. Calvert Social Investment Funds has over $550 million invested around the world in micro-loan funds, low-income housing funds, social enterprises, etc. An early chair, Terry continues to sit on its Board and its Executive and Investment Committees.
He is also the Founder and President of The Trusteeship Institute, a think tank and consulting firm in economic and social development. In existence since 1973, its current focus is on the development of the common good movement that holds as its’ highest priority the common good. Subsets of the movement include common good capitalism and common good investing, the next stage in their evolution.
Andrew Bellak Founder & CEO
Andrew leads the firm with a sophisticated understanding of capital markets, entrepreneurship, and private investing, coupled with expertise in socially responsible asset management. Andrew serves as lead advisor to clients on the east coast.
Prior to founding Stakeholders Capital Andrew started and successfully ran an options trading firm which was ultimately acquired by Goldman Sachs.
Andrew is an active member of the sustainable business community and is an expert on private investment opportunities. He serves as Stakeholders’ Chief Compliance Officer.
Andrew has a BA/BS from the University of Virginia and a Master’s Degree in Education from the University of Massachusetts, Amherst. He holds the FINRA Series 65 certification.
Mr. Spencer began his career at TIAA-CREF Life Insurance as a Data Metrics analyst reconciling big data sets where he later progressed to a Business Analyst for the life Insurance Tax Team, researching and evaluating cases for potential correction to cost basis or taxable gains.
He is currently enrolled at the University of North Carolina and will obtain a B.S. in Finance this December 2015.