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Jeff Bernstein
Head of Technology Equity Capital Markets Advisory - Broker-Dealer
Jeff Bernstein is a seasoned professional with a track record of advising companies through various transformative events in the realm of liquidity, spanning from growth equity to public offerings and beyond.
With a rich background that dates back to the Web 1.0 era, Jeff has held significant roles including Technology Equity Portfolio Manager, Head of Technology Equity Distribution at Goldman Sachs, Capital Markets Advisor, Multi-Family Office CIO, and Series 79, 7, 63 license holder.
Jeff's educational qualifications include a Master of Science (MS) in Foreign Service from Georgetown University and two Bachelor of Arts (BA) degrees from Cornell University in different fields.
Throughout his career, Jeff has been associated with top-tier organizations such as ICR, Wayfare Capital Partners, Solebury Capital, Partners Path, Keel Capital Management LLC, and Goldman Sachs, where he held roles ranging from Founder and Managing Director to Chief Investment Officer and Board of Directors member.
Noteworthy positions in Jeff's career include being Head of Technology Capital Markets Advisory at ICR, Chief Investment Officer at a Multi-Family Office, Managing Partner at Keel Capital Management LLC, and Managing Director at Goldman Sachs.
Jeff Bernstein's expertise extends to managing long/short equity portfolios across all sectors with a focus on technology, showcasing a deep understanding of the tech landscape within the financial realm.
His involvement with organizations such as Cyc Fitness and Marquis Jet further highlights his diverse interests and experience across different sectors.