Jeffrey Fidelman

Jeffrey Fidelman

CEO | Principal Consultant
Greenwich, CT | New York, NY | Miami, FL
CFO/COOFinancial ModelingMarket SizingPrivate EquityValuationVenture Capital

About me

  • In 2015 Jeffrey founded Fidelman & Company, as a result of his diverse investment and entrepreneurial background.
  • Jeffrey’s investing experience began as a Partner at a VC in NYC and continued through his work with institutions and family offices seeking operational assistance with portfolio companies.
  • His banking experience includes working at Morgan Stanley, running their syndication group for Private Wealth Management, and HSBC, where he collaborated with internal partners to increase revenue within the bank’s Manhattan branches.
  • Jeffrey’s Real Estate experience includes co-founding a commercial/residential brokerage and working with a number of funding sources to provide short and long-term capital for real estate and other hard asset-based financings.
  • His start-up experience includes founding a crowdfunded gift registry, management consulting firm, and co-founding a commercial real estate residual value insurance company, and a start-up conference series.
  • Jeffrey received his bachelor’s degree from Harvard University.


Fidelman & Company Inc., CEO | Principal

Oct 2015 – Present

  • Founded 2015
  • Advised over 100 clients
  • Management consulting, presentation advisory, & financial modeling

Toptal, Strategy, Operations, and Finance Consultant

Oct 2016 – Present

  • Financial Modeling
  • Business Strategy
  • Capital structure
  • Fundraising
  • Presentations

CFC Insurance Ltd., President | Chief Operating Officer

Nov 2016 – Nov 2018

  • Oversaw business development from licensing in Bermuda as a Class 3A insurance carrier.
  • Built a pipeline of over $1Bn in policy applications.
  • Led team in successful partnerships with several banking institutions and securing A+ rated reinsurance.

Onevest, Partner

Feb 2015 – Sept 2015

  • Performed origination, diligence, allocation, and portfolio management.
  • Worked closely with each company, helping entrepreneurs create and/or refine presentations, models, operating strategy, and business development.
  • Allocated ~$80mm to early-stage, tech-enabled companies.

HSBC, Vice President, Wealth Management

Oct 2013 – Feb 2015

  • Collaborated with internal partners to raise revenue to the bank from retail branches.
  • Worked closely with all branch employees across each Manhattan location on wealth management, lending, retail, and insurance products.
  • Increased Manhattan region revenue over 150%.


Morgan Stanley, Portfolio Manager

Mar 2012- Oct 2013

  • Performed pre-and post-market trades, including syndicate and block trades.
  • Identified new business opportunities and partners for portfolio expansion.
  • Initiated the International Client Advisor program for Russia, Ukraine, and Kazakhstan.

Jeffrey Fidelman

Remote Management Consulting

Business Continuity