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Jeffrey D. Haroldson
General Counsel at Bridgeton Holdings LLC
Jeffrey D. Haroldson is an accomplished financial services executive currently serving as an Independent Trustee at OSI ETF Trust. He has a diverse background that includes roles as a CEO, COO, fund manager, investment banker, and lawyer, with extensive experience in overseeing complex financial operations.
Education and Early Career
- University of Michigan: Graduated in 1978 with a BA with Honors in English.
- Cornell Law School: Earned his law degree in 1981, where he served as Editor of the Law Review.
Professional Experience
- Milbank, Tweed, Hadley & McCloy: Worked from 1981 until 1994, gaining significant legal and financial expertise.
- HSBC: Joined as General Counsel for Corporate Investment Banking and Markets (CIBM) in North America in 1994. He later became the Chief Operating Officer and then Head of Investment Banking and Merchant Banking.
- HDG Mansur Capital Group: Served as CEO from 2003 until 2011, where he expanded the company’s assets under management from $250 million to $3.5 billion.
After retiring from HDG Mansur, Haroldson launched a consulting business focusing on real estate and new business startups. He joined Lexden Capital in 2014 as Senior Managing Director and Head of Public Services, where he leads projects to financial closure.
Board Memberships
Haroldson has held various board positions for both public and private funds and corporations, contributing his expertise in governance and financial strategy.
His extensive career reflects a strong commitment to excellence in the financial sector, making him a valuable asset to OSI ETF Trust and other organizations he is associated with.
