oversees underwriting and due diligence

Kelli York

Kelli York oversees underwriting and due diligence in StoneCrest Equity Partners. Prior to joining SEP, Kelli held several high-level executive positions where she was responsible for planning, directing, and controlling company activities to ensure success. Her experience with problem solving and strategic planning makes her an excellent choice for ensuring every investment meets the financial and philosophical criteria of SEP.

Although Kelli has a bachelor’s in marketing, she has an affinity for financial analysis. This combination makes her uniquely suited for seeing the story behind the numbers and how we can best market each opportunity to draw out the best financial results.

Kelli is dedicated to making sure each and every endeavor meets the strict guidelines that StoneCrest Equity Partners has established. She knows our success depends upon your success.