Jeffrey is a Principal and Founder at AI Capital Advisors. He has been intimately involved in a variety of industries and serves as an advisor across a variety of verticals, including BioTech, Real Estate, and e-commerce. Over time, he found the industry skewed to either entrepreneurs or investors, but rarely vested in the needs of both at the same time. AI Capital Advisors was created to foster a network of free flowing ideas, capital, and mutualistic partnerships.
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.