Jeffrey has directly executed over $500 million in transactions across real estate, private equity, public equity, and venture capital. Freelancing gives him the ability to work directly with leadership in order to achieve efficient and positive results. Typically working closer with executive management for strategic planning and execution, he is known to roll up his sleeves and work with each layer of employment to develop and execute a plan.
Built a multi-family office starting with our anchor family and expanding to 10 families within 1 year. Our focus is on direct private equity, venture capital, and real estate investments. We have executed on ~$100 million since our inception in October 2015.
Managed a series of "Co-Investment Options" for groups of families investing in direct deals. Responsible for diligence, deal structuring, syndication, and post-deal management.
Executed on over $100 million in transactions in 2016 with an additional $350 million in the pipeline.
Provided business and financial advice to high net-worth individuals, family offices, pension funds, endowments, and foundations.
Focus areas: Private Equity, Venture Capital, Real Estate, Alternative Investments, Family Office
2015 - 2016
Established a VC fund with a crowdfunding platform to extend additional capacity. Built and executed business processes for origination, diligence, allocation, and portfolio management.
Allocated ~$120 million in 8 months, with the remaining cash left for follow-on rounds and pro rata rights. Average check size of $1-5mm -- all tech-enabled companies that were at the seed or round A stage.
Worked closely with venture capital and private equity funds to source investments.
Responsible for strategic marketing and business development by creating efficient processes and profitable investment decisions.
Made pre and post market trades (syndicate, block trades, and IPO).
Piloted the International Client Advisor program.
Co-managed $350 million in-depth analysis of pre-IPO and block trades.
Hired into Morgan Stanley Smith Barney (now Morgan Stanley Wealth Management). After the merger and ultimate take over by Morgan Stanley, all international business was consolidated to the US. My partner and I were then given the opportunity to exclusively represent Russian, Ukrainian, and the Kazak Region.