Jj Abodeely

JJ Abodeely is a seasoned professional with over 20 years of experience in various roles such as operational leader, founder & CEO, investor, and management consultant.

With a background as a Chartered Financial Analyst (CFA) and portfolio manager, JJ has expertise in making investment decisions, managing risks, and seeking returns in dynamic environments, overseeing assets under management grow to exceed $1.5 billion.

As the founder and CEO of a start-up later acquired by a rapidly growing e-commerce company, JJ gained insights into digitally-native, product-centered businesses, strategic planning, goal setting, and implementation, contributing to the company's revenue growth from $100 million to over $500 million within 2 years.

Additionally, as a management consultant, JJ has assisted fast-scaling businesses and teams in achieving alignment, enhancing outcomes, and fostering leadership development and effective communication through strategic planning frameworks.

JJ's passion lies in assisting others in unlocking their potential and attaining successful results, whether in his roles as an investor/advisor, youth sports coach, community volunteer, or management consultant and coach to teams and organizations.

His specialties include process evaluation, design, and execution; strategic planning and implementation; early-stage/private company operations and analysis; asset allocation; planning and resource allocation; and multi-generational private wealth management.

Educationally, JJ attended Eastlake High School for his high school education, holds the Chartered Alternative Investment Analyst (CAIA) Designation as a member of the Chartered Alternative Investment Analyst Association, completed the Chartered Financial Analyst (CFA) program at the CFA Institute, and obtained a bachelor's degree from Colby College.

Throughout his career, JJ has been associated with various organizations, serving in roles such as Strategy Consultant at Pivotal Transitions, Consulting Partner at OKR Advisors, Managing Partner at Abodeely Investments LLC/Sonoma Strategic Partners, Management Consultant at Fivetran, GM-Level Sleep Brand at Resident, Founder & CEO at Level Sleep, Registered Investment Advisor at Sitka Pacific Capital Management, LLC, Partner, Portfolio Manager at Sitka Pacific Capital Management, LLC, Partner at Paragon Portfolio Strategies, LLC, Portfolio Manager, Analyst at Paragon Investment Management, Inc. (now under Goldman Sachs Wealth Management), Intern at Paragon Investment Management, Inc., and Teller at Bank of America.