John de Luna founded De Luna Partners in 2002 to raise capital for a select group of investment advisory, fund of hedge funds, private equity and venture capital firms. He has more than 25 years experience in the institutional sales (most of those years with a full head of hair) with several of the world’s largest investment management firms. He was Senior Vice President and Director of Sales for the Western Region at State Street Research & Management (now BlackRock). In addition he was Director of Public Funds Sales for the Western Region with State Street Global Advisors (SSgA). Prior to his tenure at SSgA, he was National Director of Marketing for the Reserve Asset Management Group with Scudder, Stevens, and Clark. Mr. de Luna helped establish the institutional sales presence on the West Coast for Irving Trust Company. He began his career as a Legal Analyst with Crocker Bank and in due course he became the Assistant Regional Manager for the Andean Pact Countries, managed the relationships with foreign central banks and led the sales of interest rate swaps.

Mr. de Luna graduated from the University of Santa Clara with Bachelor of Science degree in Psychology and from the University of Santa Clara’s School of Law with a Juris Doctor.

De Luna Partners is a California Registered Investment Advisor. Mr. de Luna a registered representative of Penserra Securities member, FINRA and SIPC, and holds Series 7 & 63 licenses, and has passed the Series 65.

Civic Leadership

As of 2011, Mr. de Luna is a member of the following boards:

-Advisory Board of the Rising Farmworker Dream Foundation.

-Board of Directors of the New America Alliance.

He has also served on the Board of The Marathon Club for Enterpeneurship, Chairman of the Board of the New America Alliance Institute, Ex-Officio member of the Board of Regents at Santa Clara University, President of the National Alumni Association of Santa Clara University, and the Board of Directors of the Mexican-American Bar Association Foundation of Los Angeles.

Mentoring

Mr. de Luna has mentored Robert A. Toigo Foundation fellows at Stanford University Graduate School of Business and UCLA Anderson Graduate School of Business since 1996. In 2004, he received the Foundation’s "Leading by Example" award.

As Chairman of the Board of the New America Alliance Institute he led the creation of mentorship programs with the Harvard Business School and the National Society of Hispanic MBAs.

Notable Speaking Events

-National Association of Investment Companies

Conference, "Building an investment thesis that will

differentiate your fund in the marketplace"    

-The Deal-Makers Summit, "The state of private 

equity capital deployment"

-Harvard Business School Venture Capital & Private
Equity Conference, "Investment opportunities in

underserved markets in the U. S."

Sara E. Mongerson, Partner

Ms. Mongerson has 20 years of experience in institutional sales. She joined De Luna Partners from Monroe Capital, a private investment firm providing debt and equity co-investments to middle market companies where she was Director of Institutional Relationships and Investor Relations. Prior to this, Sara was a Partner at Smith Asset Management Group responsible for institutional sales and customer service. She has also held senior sales executive responsibilities with Sustainable Asset Management USA, Inc., Columbia Management Company, Loomis, Sayles & Company, and Van Kampen Management Inc.

Ms. Mongerson received a B.S., Finance from Illinois State University and her M.B.A. in International Business from DePaul University. She has passed the Series 65.