Our team is comprised of veteran deal-makers and technologistswho deliver true performance in everything they do.

Our Team

Click below to see full biographies.


Team

Andrew Donaldson

Vice President

Andrew Donaldson is a Vice President at Belstone Capital. He is responsible for leading transactions throughout the entire lifecycle including financial analysis, valuation, marketing materials preparation, and working closely with client-partners and investors to facilitate the due diligence process.

Andy's corporate finance experience includes the execution of over $5 billion of mergers & acquisitions transactions, as well as over $10 billion of IPO, equity, equity-linked and debt capital transactions. Previously, Andy was an investment banker with Citigroup and also the Vice President of Financial Planning and Analysis for Dividend Capital Diversified Property Fund, a REIT based in Denver, CO.

Andy holds an MBA from the Kellogg School of Management and a BA, cum laude, from Georgetown University.

Jeff Song

Senior Associate

Jeff Song is a Senior Associate at Belstone, where he participates in all phases of the live deal execution process. Previously, Jeff was the investment director for a multi-billion dollar family office based in Hong Kong, and a Senior Associate at the private equity firm Friedman, Fleischer & Lowe. Jeff started his career at Goldman Sachs, where he was an analyst in their Principal Investment Area and Mergers & Acquisitions groups.

Jeff holds a B.S. degree in Industrial Engineering, with distinction, from Stanford University.

Ashley Small

Business Development Associate

Ashley Small is a Business Development Associate at Belstone, where she is focused on growing Belstone’s coverage of the private capital markets, originating proprietary deal flow, and maintaining investor relations.

Ashley holds an MBA from the University of Florida and received her B.S. degree at the University of South Carolina.

Tristan Wynn

Analyst

Tristan is an Analyst at Belstone Capital where he participates in the evaluation and execution of transactions. Prior to Belstone, Tristan worked as an analyst for search fund Lighthouse Equity Partners. His previous professional experiences also include internships in wealth management and fixed income sales & trading.

Tristan received a BBA in Business Economics from Georgia State University.

Megan Partridge

Vice President, Strategic Initiatives

Megan Partridge is the Vice President of Strategic Initiatives at Belstone, where she works alongside the executive team to design and implement new growth and operating strategies across Belstone’s technology, merchant banking, and corporate functions. She is responsible for optimizing tech-driven work flows for Belstone advisory partners and coordinating software development efforts with deal professionals and the engineering team. She is also responsible for developing Belstone’s talent pipeline and special projects that advance Belstone’s core mission of catalyzing growth for high-impact, mid-sized companies around the world.

Megan holds a B.S.E. in Civil & Environmental Engineering from Princeton University, where she was a Keller Center Fellow in Innovation, Design, and Entrepreneurship.

Pablo Suero

Software Engineer

Pablo Suero is a Software Engineer at Belstone, where he works on creating superior technologies that power Belstone's vision for reimagining finance. Pablo discovered programming and data science at Princeton, where he applied his skill in these areas to model the energy levels of different types of ensembles of atoms as part of his research. After graduating, Pablo pursued his passion for software as a software engineer in the finance and healthcare industries, before finally arriving at Belstone.

Pablo graduated with a B.A. in Physics from Princeton University, with a minor in Computer Science.

Heather Levy

Operations

Heather is the Office Manager at Belstone Capital. She is responsible for day-to-day operations at the firm and for all administrative functions, acting as the liaison between the firm and outside parties.

Heather holds a B.A. in Public Relations from Wayne State University.

Jennifer Harris

Administrative Assistant

Jennifer is an Administrative Assistant at Belstone Capital, responsible for scheduling and administrative support functions acting as a liaison between the firm and outside parties.