Team
Our team of advisors and partners is comprised of accomplished Wall Street professionals with complementary sell-side, corporate and operational expertise with companies of all sizes. Our team has relationships with the investment community throughout North America, Europe and Asia.
Jeff Volshteyn, Partner
Jeff has over 20 years of global finance, investing and consulting experience and brings extensive insights to his clients and partners.
Prior to Erda Capital Management, Jeff was a Senior Equity Analyst at JP Morgan and Bear Stearns covering a diverse set of consumer and industrial sectors including Engineering and Construction (E&C), Industrials (Environmental Services), Business Services, Education Services, and Information Services. He was actively involved in financial analysis, due diligence, business valuation, strategic assessment, industry and market research, M&A analysis, earnings forecasting, and certain investment banking activities. He vetted numerous pre-IPO candidates and was an analyst on 10+ IPOs.
Jeff was a member of the #1 Institutional Investor-ranked All-America Research Team (2008-2014) and recipient of JP Morgan's Best Stock Pick award (2013). Jeff authored hundreds of publications and had been referenced or quoted in national media such as Barrons, CNBC, Bloomberg, as well as industry and university publications. Jeff hosted numerous investor forums and presented at industry conferences on subjects ranging from the state of the financial markets to trends in various industries.
Prior to that, Jeff worked at a boutique investment firm where he was responsible for investment analysis as well as operations of key businesses. In his operational capacity, Jeff held roles of a CFO of a NYC-based college and board member of several education technology startups. Prior to that, Jeff was a technology investment banker at Merrill Lynch and a consultant at Accenture.
Jeff received MBA degree from Columbia Business School and bachelor's degree in electrical engineering from University of Missouri-Columbia.
Jeff Volshteyn, Partner
Jeff has over 20 years of global finance, investing and consulting experience and brings extensive insights to his clients and partners.
Prior to Erda Capital Management, Jeff was a Senior Equity Analyst at JP Morgan and Bear Stearns covering a diverse set of consumer and industrial sectors including Engineering and Construction (E&C), Industrials (Environmental Services), Business Services, Education Services, and Information Services. He was actively involved in financial analysis, due diligence, business valuation, strategic assessment, industry and market research, M&A analysis, earnings forecasting, and certain investment banking activities. He vetted numerous pre-IPO candidates and was an analyst on 10+ IPOs.
Jeff was a member of the #1 Institutional Investor-ranked All-America Research Team (2008-2014) and recipient of JP Morgan's Best Stock Pick award (2013). Jeff authored hundreds of publications and had been referenced or quoted in national media such as Barrons, CNBC, Bloomberg, as well as industry and university publications. Jeff hosted numerous investor forums and presented at industry conferences on subjects ranging from the state of the financial markets to trends in various industries.
Prior to that, Jeff worked at a boutique investment firm where he was responsible for investment analysis as well as operations of key businesses. In his operational capacity, Jeff held roles of a CFO of a NYC-based college and board member of several education technology startups. Prior to that, Jeff was a technology investment banker at Merrill Lynch and a consultant at Accenture.
Jeff received MBA degree from Columbia Business School and bachelor's degree in electrical engineering from University of Missouri-Columbia.