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 invests in private companies located in the United States, primarily in Southern California. The firm targets companies operating in the fields of technology, financial, social and environmental sectors. It provides financing for early stage capital requirements. | Chief Investment Officer | 01/03/2022 |
Former positions of Mike Stone
| Companies | Position | End |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | 01/03/2022 |
Bernstein Private Wealth Management
Bernstein Private Wealth Management Investment ManagersFinance Provides investment strategies, planning and risk management services | President | 01/01/2020 |
| ORACLE CORPORATION | Corporate Officer/Principal | 01/01/1997 |
Training of Mike Stone
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Oracle Corp.
Oracle Corp. Packaged SoftwareTechnology Services Provides cloud based enterprise applications and infrastructure technologies & license, hardware and IT services | Technology Services |
Morgan Stanley
Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
San Jose State University
San Jose State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sunstone Management, Inc.
Sunstone Management, Inc. Investment ManagersFinance Sunstone Management invests in private companies located in the United States, primarily in Southern California. The firm targets companies operating in the fields of technology, financial, social and environmental sectors. It provides financing for early stage capital requirements. | Finance |
Bernstein Private Wealth Management
Bernstein Private Wealth Management Investment ManagersFinance Provides investment strategies, planning and risk management services | Finance |
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