Craig is a partner at the firm, serves on the firm’s board of managers and trades global equities, futures, commodities, and currencies. Craig was instrumental in building Confluence Global Capital, assists with the day to day management of the firm, and helps lead the strategic direction of the firm. Prior to founding Confluence, Craig worked at a hedge fund in New York City, where he was a partner for over ten years. Craig graduated summa cum laude from the University of Pennsylvania with a BA in economics.

Brooks is a partner at the firm, serves on the firm’s board of managers and runs a US-focused equity portfolio. Prior to joining Confluence, Brooks was a partner for sixteen years at a New York City- based hedge fund. Brooks has been investing since the seventh grade, and has been very actively investing in hedge funds, private equity and real estate over the past decade. Brooks helps lead our firm’s Partner’s fund, which makes outside investments on behalf of the partnership. As well, Brooks serves on the board of Skyland Trail, an organization focused the treatment of mental health issues, and enjoys coaching his three sons in sports. Brooks earned a bachelor’s degree and Certificate in Markets and Management from Duke University.

Stefanie serves as the firm’s Chief Operating Officer. Prior to joining Confluence, Stefanie worked as an account manager in Prime Finance Client Service at JP Morgan covering a wide array of hedge fund clients.  Stefanie has a non-traditional background, studying Psychology and Cell Biology Neuroscience at Rutgers University.  She started her career in HR Technology and Operations consulting on operational efficiencies and technical implementations onsite at Goldman Sachs in New York.  She then joined JP Morgan Chase as a campus recruiter, specializing in diversity recruiting.  There, she focused on campus recruiting for the Corporate and Investment Bank and managed the Prime Finance summer internship program in NYC.  Afterwards, she dove into the Prime Finance business at JP Morgan Chase and moved to Boston as an account manager covering hedge fund clients and helping them with their day-to-day prime brokerage operations.

Ryan serves as the firm’s Chief Financial Officer. Prior to joining Confluence Global Capital, Ryan spent more than two decades focused on accounting and taxation within the alternative investment industry. His clients ranged from start-ups to large well-established funds, and included all types of hedge funds, commodity pools, fund-of-funds, and private equity funds. Ryan also has expertise in numerous financial products, as well as the proper structuring of alternative investment funds and their related entities. Ryan received a BS in Accounting from The University of Baltimore and is a Certified Public Accountant. He also holds an MS in Finance from Loyola University.

James is a founding partner of the firm and serves on the board of managers. James trades global equities and options and helps manage our program trading efforts. Prior to joining Confluence, James was an analyst with Goldman Sachs and then a partner for over 15 years at a New York City based hedge fund. James earned a BS degree with distinction in Computer Science from Stanford University.