Jeffrey Fidelman has been working with individual investors and family offices in a variety of industries including Real Estate, Private & Public Equity, and Venture Capital. His eclectic experience gives a unique perspective and approach to understanding both entrepreneur and investor.
Jeffrey is currently the Principal of AI Capital Advisors and serves as Director of Real Estate and Venture at Cross River Group. His principal role involves the identification, due diligence, and investment management of unique venture, private equity, and real estate opportunities.
Over the course of his professional career, he has been intimately involved in a variety of industries and serves as an advisor across several verticals, including BioTech, Real Estate, and e-commerce. Before joining the Cross River Group, Jeffrey was a Principal and Founder at AI Capital Advisors, a firm created to foster a network of free flowing ideas, capital, and mutualistic partnerships vested in the needs of both entrepreneurs and investors.
Prior to AI Capital Advisors, Jeffrey served as Head of Investor Relations at Onevest, where he created and executed a strategy to secure financing and brought offerings into new markets. In addition, his previous roles include Vice President of Wealth Management at HSBC, Portfolio Manager at Morgan Stanley, and Partner at a Private Equity firm, where Jeffrey lead business development on several key projects including a retail pharmacy chain, an automated parking garage, and a real estate condominium. In addition to his expertise of financial analyses, Jeffrey has gained exceptional knowledge of international markets and business products.