Co-Founder at Rugosa Partners
Naples, Florida Area
Rugosa Partners
Managing Partner
October 2014 to Present
Gordon & Broad
Founder, Managing Partner
February 2013 to Present
Javelin Capital Markets, LLC
Director
December 2010 to Present
Merrill Lynch
Financial Advisor, Portfolio Manager
July 2009 to December 2010
UBS Wealth Management
Financial Advisor
December 2006 to August 2009
NYC
Universal Home Lending
Mortgage Banker
December 2005 to October 2007
What company does Jeffrey Jr. work for?
Jeffrey Jr. works for Rugosa Partners
What is Jeffrey Jr.'s role at Rugosa Partners?
Jeffrey Jr. is Managing Partner
What industry does Jeffrey Jr. work in?
Jeffrey Jr. works in the Investment Management industry.
📖 Summary
Managing partner and co-founder for Rugosa Partners. We allocate capital to the private markets. Founder of G&B Capital, a place where businesses seeking capital intersect with families seeking investment opportunities. Worked in various sectors within finance including Investment Banking, Trading, Wealth Management, and Private Equity. Worked with large institutions as well as start-ups. Raised significant capital from angel investors, institutions, and family offices.Built an electronic trading platform for swaps. Managed discretionary portfolios in the capital markets. Forged great relationships with some of the top leaders, CEO's, and influential people around the world. I look forward to connecting via LinkedIn. deweyknows.com | rugosapartners.com | gandbcapital.comManaging Partner @ Allocating capital to private equity while performing extensive due diligence on investment opportunities. From October 2014 to Present (1 year 3 months) Founder, Managing Partner @ G&B Capital is a place where businesses seeking capital intersect with families seeking investment opportunities. From February 2013 to Present (2 years 11 months) Director @ Helped build, test, and market an electronic derivative trading platform. Guided new clients to understand the trading platform. Devised trading manuals and trading sheets. Helped write business specs for developers to connect business ideas and requirements into the technology platform. Raised significant capital for the platform. Built relationships with VC's. Connected angel investors, family offices, and institutions to Javelin. Worked heavily in investment banking for Javelin re: packaging, term negotiations, investor relations, etc From December 2010 to Present (5 years 1 month) Financial Advisor, Portfolio Manager @ Managed Money for High Net Worth Individuals. Earned 1st quintile status among brokers. Made Executives Club in 1st year. Managed discretionary portfolios. Devised asset allocation plans. Implemented tactical rebalancing strategies. Drove private investments intocthe Merrill platform. From July 2009 to December 2010 (1 year 6 months) Financial Advisor @ Managed Money for High Net Worth Clients. Trained in all areas of financial services. Performed portfolio analysis and reviews. Recomended managers, individual bonds, stocks, options and alternative assets. Earned 1st quintile production. Participated in workshops, events, investment seminars, and webcasts aimed at advancing my finance knowledge. From December 2006 to August 2009 (2 years 9 months) NYCMortgage Banker @ Mortgage Creation. Learned the residential mortgage business. Proficient in loan types ie. fixed, float, arms, IO's. discovered economic correlations within housing, credit, and monetary policy. From December 2005 to October 2007 (1 year 11 months) Masters in Business Administration, Finance @ Huizenga School of Business From 2005 to 2006 Bachelor of Arts, Economics @ Loyola Marymount University From 2001 to 2004 Associate classwork, Business @ Florida State University From 1999 to 2001 Jeffrey Jr. is skilled in: Trader, Banker, Venture Financing, Trading, Financial Advisory, Money Management, Portfolio Management, Financial Markets, Private Equity, Venture Capital, Wealth Management, Alternative Investments, Investment Advisory, Investment Strategies, Derivatives
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
2 year(s), 6 month(s)
Unlikely
Likely
There's 86% chance that Jeffrey Jr. is seeking for new opportunities
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Jeffrey Jr.'s Social Media Links
www.gandbc... /@deweykno... rugosapart...