Our Team

Integrity. Intelligence. Service.

Daniel Millman, CFA

Chief Executive Officer, Portfolio Manager

Daniel Millman, CFA

Chief Executive Officer, Portfolio ManagerConnect on LinkedIn

Daniel Millman is an experienced investment manager and financial advisor. Prior to founding Noblestone Capital, he managed over $125 million of client assets at Morgan Stanley Wealth Management. Daniel also has significant real estate investing experience in the single-family, multi-family, and commercial office sectors, leveraging knowledge of finance and macro real estate markets.

Daniel is a CFA Charterholder and holds Series 7 and Series 66 licenses. He is an investment advisor representative of Capital Markets IQ, LLC, an SEC-registered investment advisor. He received his BA in Judaic Studies from Touro College in 2007 and subsequently did post-Baccalaureate studies there and at CUNY-Queens in Finance and Economics. He graduated as the Honors Scholar of his Master’s in Finance program at the University of Michigan in 2015.

Mark Leventhal, PMP

Chief Operating Officer, Chief Compliance Officer

Mark Leventhal, PMP

Chief Operating Officer, Chief Compliance OfficerConnect on LinkedIn

Mark Leventhal is an accomplished, results-oriented business manager and strategist. He most recently served as Vice President of Island Rock Gym, Corp, a multi-million-dollar organization. Mark was previously a project manager at Credit Suisse. There he worked to update Credit Suisse’s Recovery and Resolution Plan (RRP) and led the team to integrate the Dodd-Frank Act Stress Tests Global Market Shock scenarios into the RRP.

Mark has passed the Series 65 examination and holds a Project Management Professional license. He obtained his BA in Economics and Political Science from CUNY-Queens College and his MBA in Finance from CUNY-Baruch College.

Gary Sandhu

Quantitative Portfolio Strategist

Gary Sandhu

Quantitative Portfolio StrategistConnect on LinkedIn

Gary Sandhu is an investment professional with a breadth of experience in a variety of industries and disciplines. He has been a member of several organizations, including: Morgan Stanley, Bay Capital, the United Nations, American Red Cross, D.E. Shaw Group, and Google. He managed over $250 million for institutional and retail clients, foundations, and family offices at Bay Capital and Morgan Stanley.

Gary has passed the Series 7, Series 66, and Series 31 examinations. He completed his BS at the University of Michigan with concentrations in Statistics and Computer Science and is currently completing his Master’s in Finance through Harvard University.

Eli Weiss

Business Development Manager

Eli Weiss

Business Development ManagerConnect on LinkedIn

Eli Weiss has raised significant investment capital for real estate and other ventures, and has sourced many deals for investors. Eli also has extensive experience helping businesses improve customer retention and has overseen service departments in various customer-facing roles. He is a strong networker who has facilitated the creation of multiple business partnerships. Eli received his BA in Liberal Arts from Excelsior College and is currently pursuing his MBA at the University of Michigan.

Cara Soviero

Client Relationship Manager

Cara Soviero

Client Relationship ManagerConnect on LinkedIn

Cara Soviero has considerable experience providing five-star service to high-net-worth clients. She has cultivated trusted relationships based upon honesty and ethics in order to help provide holistic financial and investment services. Cara worked as a Wealth Strategist Associate at GM Advisory Group as well as a Tax Associate at Bessemer Trust.

Cara is currently pursuing her Series 65 as well as her Certified Financial Planner certification. She received her B.B.A. in Finance from CUNY-Baruch College.

Advisory Board

Lawrence J. Cohn

Lawrence J. Cohn

Larry currently serves as an advisor to various companies. From March 2008 to September 2019 Larry worked at Baron Capital as the Chief Information Officer. Larry was a member of Baron Capital’s Operating and Risk Committees. From October 2003 to February 2008 Larry worked at Lehman Brothers as a Managing Director and Global Divisional Chief Information Officer for the Investment Management and Investment Banking Divisions. Larry was a member of Lehman’s IT Senior Leadership Team and the Investment Management and Investment Banking Executive Governance, Operations and New Product Committees. From May 1983 to October 2003 Larry worked at Neuberger Berman. Larry became the Chief Information Officer in 1993 and a principal in 1998. Larry was a member of Neuberger Berman’s Management, Operating, Due Diligence & Acquisition and New Product Committees. Prior to May 1983, Larry worked as an actuary in the insurance field. Larry graduated Queens College in 1979 where he earned a B.S. in mathematics. He is also a graduate of the SIA's Securities Industry Institute at Wharton.

Benjamin Gross

Benjamin Gross

Benjamin is currently the Chief Technology Officer at HAFTR, a private school system on Long Island. He has spearheaded many multi-million-dollar fundraising projects for the academy and has served as project manager on multiple building projects.

Benjamin has worked with Legacy Heritage Fund to create a Media Center Grant to help reshape libraries in day schools across the country. He is currently collaborating with CIJE to design new innovative STEM curricula and labs. He is a PhD candidate in Educational Policy and Leadership at Hofstra University, with a specialty in STEM Education, where he is studying the role of leadership in the development of educational technology.

Benjamin is highly active in the alternative investment space, with deep experience in non-traditional trading markets and fundraising for real estate development portfolios.