Hire Freelance Family Office Consultants Experts
Patrick Gaffney
Freelance Family Office Consultants Expert
Ranked #1 by Institutional Investor for his coverage of EMEA real estate, Patrick has covered the US and emerging market stocks for 12 years with his HSBC team (ranked #1 for five consecutive years for their Middle East coverage). He has experience in real estate, consumer goods, and business services sectors. Patrick graduated from Wharton and was a CFA charter holder. He joined Toptal to help clients with equity research and financial analysis.
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HSBC
Irem Mertol
Freelance Family Office Consultants Expert
Irem is an experienced finance professional who's passionate about investing. Her work experience runs across the full spectrum of companies from angel-investing through private equity buyouts at companies such as Andreessen Horowitz and MDP. As a freelancer, she enjoys helping companies across venture and growth stages with fundraising as well as expanding products and go-to-market strategies particularly in healthcare.
Show MorePreviously at
Burd Health
Vidur G. Gupta
Freelance Family Office Consultants Expert
A UChicago MBA graduate, Vidur's directly executed $10 billion worth of leveraged buyout, M&A, and capital raising deals across US, Europe, and Asia. He's worked in investment banking (Deutsche Bank), private equity (H.I.G. Capital), and fintech (Blackstone/GS-backed). Vidur freelances to leverage his skills in capital raising, investment strategy, and international business development to help companies scale and drive investment alpha.
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Future Finance
Chester Rodeheaver
Freelance Family Office Consultants Expert
With eighteen years of global experience, Chester is a seasoned management consultant and investment professional. His areas of focus include valuation, financial modeling, startup business planning, strategic planning, portfolio management, M&A, and real estate. Freelancing allows Chester to engage with clients across a broad range of industries and geographies.
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Pont Capital
Alexander Hanrath
Freelance Family Office Consultants Expert
After raising $3 billion to fund acquisitions for blue-chip businesses while at J.P. Morgan, Alexander moved into venture capital, investing in clean technologies. As CFO of an LED technology startup, he raised profitability by 50%, and now, he enjoys helping other businesses grow strategically and sustainably. Working as a freelancer gives him flexibility with location and frees up his time to pursue social and environmental impact projects.
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Nualight Ltd
Jack Barker
Freelance Family Office Consultants Expert
A former McKinsey Partner and Carlyle Group Principal with 30 years of international experience, Jack has served as the president, CFO, and COO of two Carlyle companies and four others. He is a finance, strategy, and operations expert with deep experience in telecom, financial services, data centers, and manufacturing. Jack enjoys freelancing because it allows him to work on a wide variety of issues for companies of all sizes and many industries.
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SmartSenseCom, Inc.
Anuar Heberlein
Freelance Family Office Consultants Expert
Anuar has participated in transactions across the Americas, totaling more than $7 billion over the past 12 years. He has extensive experience working with C-level executives and helping many Fortune 500 clients with corporate and growth strategy projects, M&As, valuations, and JVs. Anuar holds an MBA from INSEAD and a BS in economics from ITAM.
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STRATYGIKA
Peter Jacobson
Freelance Family Office Consultants Expert
A Harvard grad with an MBA from Stanford, Peter has served as CFO of three successful companies, led several acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised $500 million+ for clients as a VP at KeyBanc Capital Markets, a commercial and investment bank. Peter enjoys freelancing to help clients with capital raising, M&A, FP&A, and various CFO-related functions.
Show MorePreviously at
BridgeHealth
Neil Portus | CFA, CMA
Freelance Family Office Consultants Expert
Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
Show MorePreviously at
Unity Development Group
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