Stonecrest Partners Announces Leadership Additions to Wealth Management Division

Stonecrest Partners Welcomes New Leadership for Wealth Management

In a significant move to enhance its wealth management services, Stonecrest Partners has announced the appointment of Francisco J. Landivar as Managing Director and Javier A. Rodriguez as Senior Portfolio Manager. Operating primarily in Puerto Rico, Latin America, and the U.S., Stonecrest Partners aims to provide top-tier financial services to families, institutions, and entrepreneurs. This strategic appointment comes as the firm experiences rapid growth and seeks to strengthen its client relationships.

Mr. Landivar, a finance veteran with over 28 years of extensive experience in banking and investment advisory, previously served as a First Vice President and Wealth Advisor at UBS Financial Services in San Juan. His career journey began in 1997 with Banco Popular, where he honed his skills and knowledge while working across various financial markets, including Puerto Rico, Chicago, and the Dominican Republic. His expertise focuses on assisting affluent families and business owners with customized investment strategies, asset allocation, and multi-generational wealth planning.

Joining the firm with Mr. Landivar is Mr. Javier Rodriguez, a distinguished portfolio manager with 27 years of financial industry experience. He provides a wealth of knowledge having spent 22 years at UBS Trust Company of Puerto Rico. Mr. Rodriguez's proficiency spans a diverse range of complex products, including government and corporate debt, equities, and municipal bonds. His experience perfectly complements the foundational values that Stonecrest Partners aims to deliver.

John Randolph, the Managing Partner of Stonecrest, stated, “Francisco and Javier exemplify the principles that define Stonecrest — integrity, deep advisory expertise, and an unwavering commitment to client success.” Their combined experience and international perspective align seamlessly with the firm's mission to expand its influence in the wealth management space, particularly in Puerto Rico and Latin America.

Landivar expressed his enthusiasm about the new role, emphasizing that for him, “wealth management is a trust-driven calling.” He noted that Stonecrest stands at the forefront of the private advisory landscape, promoting a client-aligned, independent, and entrepreneurial approach.

Educationally, Mr. Landivar holds both a Bachelor’s degree in International Business and Finance from American University and an MBA from the Kellogg School of Management at Northwestern University. Mr. Rodriguez earned his Bachelor’s degree in Finance and Accounting from the Universidad de Puerto Rico (UPR). Both hold FINRA Series 7 and 66 licenses, allowing them to work across multiple states in the U.S.

The addition of Landivar and Rodriguez comes on the heels of a promising year for Stonecrest Partners, during which the firm has organically expanded its reach into Latin America, including significant client relationship growth in markets such as Peru, Uruguay, and Venezuela. This growth showcases the firm's commitment to delivering tailored financial services while upholding a fiduciary responsibility toward its clients.

Stonecrest Partners operates under the umbrella of Stonecrest Capital Markets and Stonecrest Advisors, along with other affiliates, providing a comprehensive range of financial services to entrepreneurs and families across the United States and beyond. With main offices located in Austin, Texas, and San Juan, Puerto Rico, the firm is well-equipped to foster long-term partnerships within its client base, further enhancing its role in the financial services community.

In conclusion, the strategic appointments of Francisco J. Landivar and Javier A. Rodriguez are expected to bring a renewed focus on client success and innovative solutions to wealth management, emphasizing Stonecrest's commitment to maintaining a leading position in the financial services industry.