Experience guiding every decision
Our leadership team combines decades of experience in real estate finance, investment banking, and institutional asset management with a commitment to transparency and accountability.
Industry veterans with complementary expertise
CapitalStone Financial is led by a team of industry veterans with complementary expertise in real estate finance, investment banking, and institutional asset management. Our leadership structure emphasizes collaboration, transparency, and accountability.
Taylor Stewart
Known for his strategic vision and disciplined approach to risk management. Taylor emphasizes transparency in all client relationships and maintains rigorous standards for deal execution.
Daniel Wood
Recognized for his analytical rigor and innovative structuring capabilities. Daniel brings a methodical approach to underwriting and maintains strong relationships with institutional partners.
Gregory Stallings
Valued for his extensive capital markets expertise and relationship management skills. Gregory is known for his collaborative approach and ability to navigate complex financing structures.
Joyce Hartline
Praised for her operational excellence and systematic approach to process improvement. Joyce ensures the highest standards of compliance and operational efficiency across all firm activities.
Governance & Compliance
CapitalStone operates under a comprehensive governance framework that ensures transparency, accountability, and alignment of interests.
Governance Framework
CapitalStone operates under a comprehensive governance framework that includes:
- Independent advisory board with external real estate and finance executives
- Quarterly compliance audits and annual third-party reviews
- Written investment and underwriting guidelines approved by senior management
- Conflicts of interest policy requiring disclosure and recusal procedures
- Professional liability insurance and fidelity bond coverage
Independent oversight and strategic guidance
Our independent advisory board provides strategic oversight and guidance, ensuring our operations align with best practices and industry standards.
Independent Oversight
External real estate and finance executives provide independent oversight of our operations and strategic direction.
Industry Expertise
Board members bring decades of experience from leading financial institutions and real estate companies.
Strategic Guidance
Regular board meetings ensure our strategic initiatives align with market conditions and client needs.
Meet our leadership
Our experienced team is ready to discuss your capital needs and provide strategic guidance for your next transaction.
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