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Phil Stone

Managing Partner

Fourthstone

United States, Missouri, St Louis

About Me

Responsible for portfolio management and trading. Member of the Board of Directors and Chair of the Investment Committee. Stone was previously Chief Investment Officer of Driven Capital Management, a family office, managing a global portfolio of equities, fixed income, real estate and private equity holdings. The core of this portfolio was the long/short financial sector strategy upon which Fourthstone was founded. Stone was previously at The Observatory, a family office, and, prior to that, was a bank equities analyst at a long/short financial sector hedge fund and a credit analyst at Mercantile Bank & Trust. Stone is a CFA® charterholder. He graduated from Loyola College in Maryland

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Profile Information

Managing Partner

Fourthstone

Investment Team,Operations Team

Manager/Sponsor

St Louis

Missouri

United States

Sep 20, 2024

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