Jeffrey Fidelman

Jeffrey Fidelman

New York, United States
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Jeffrey Fidelman

Jeffrey Fidelman

New York, United States
Member since September 29, 2016
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.
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Career Highlights
Academic Highlights
Portfolio
Industry Expertise
  • Financial Services
  • Private Equity
  • Real Estate
  • Venture Capital
Software Expertise
  • Microsoft Excel
  • Microsoft PowerPoint
Other Expertise
  • Fundraising
  • Valuation
Employment
  • Principal
    AI Capital Advisors
    2015 - PRESENT
    • 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
  • Partner
    Onevest
    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.
    Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling & Valuation, Fundraising Presentation Development, Mergers & Acquisitions, Tech Enabled, Startup, Seed Stage
  • Vice President
    HSBC
    2013 - 2015
    • Managed a wealth management group in Manhattan.
    • Responsible for driving investment, lending and insurance sales for retail branches.
    • Worked closely with licensed and unlicensed individuals to increase effectiveness at sales and distribution.
    • Grew the average revenue growth by 35% per location.
    • Provided financial and operational support to team of bankers, investment professionals, and lending specialists.
    • Established KPIs and compensation structures.
    Focus areas: Wealth Management, Banking, Insurance, Asset Management, Portfolio Management
  • Portfolio Manager
    Morgan Stanley
    2012 - 2013
    • 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.
    Focus areas: Financial Planning & Analysis (FP&A), Syndicate, IPO, Block Trades, Portfolio Management
  • Financial Adviser
    Maxim Group
    2011 - 2012
    • Worked as the junior adviser on a 3-person team.
    • Assisted in the management of over 150 clients with an AUM of $200 million.
    • Responsible for marketing and investor relations.
    • Received my FINRA series 7, 63, and 66 licenses.
    Focus areas: Financial Planning & Analysis (FP&A), Financial Modeling & Valuation, Trading, Portfolio Management
  • Vice President
    Continental Finance
    2009 - 2011
    • Worked closely with individual teams to implement and develop operations.
    • Represented several groups out of Eastern Europe to liquidate US-based RE assets and develop business strategies to re-invest that capital back into the US.
    • Originated, allocated, and managed ~$230 million to direct alternative investments.
    Focus areas: Mergers & Acquisitions, Real Estate, Private Equity, Venture Capital, Business Development
Education
  • Series 63 & 66 certification in Finance
    FINRA - New York, NY, USA
    2010 - 2016
  • Series 7 certification in Finance
    FINRA - New York, NY, USA
    2010 - 2016
  • Bachelor's degree in Business Administration
    Touro College - New York, NY, USA
    2008 - 2010
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