Jeffrey Fidelman is the Founder and Managing Partner of Fidelman & Company, a leading advisory firm launched in 2015 to address the critical fundraising and growth strategy needs of early- to mid-stage companies. Under Jeffrey’s leadership, the firm has scaled to a team of over 40 people, operating remotely and supporting clients across capital raises, business sales, acquisitions, and strategic initiatives.

With deep experience as an interim CFO and COO, Jeffrey has successfully guided dozens of companies through pivotal financial transactions, helping them unlock growth, secure capital, and navigate complex market dynamics.

Jeffrey’s career began in residential real estate, where he quickly expanded into commercial real estate and finance. He went on to become a Portfolio Manager at Morgan Stanley, specializing in syndicate and pre/post-market trading, and later served as Vice President at HSBC, driving revenue strategy across banking, lending, insurance, and retail for Manhattan. As a Partner at an early-stage venture fund, Jeffrey honed his expertise in supporting tech and tech-enabled startups. His advisory work with both portfolio companies and overlooked startups ultimately led to the founding of Fidelman & Company.