Jason Grunfeld

Advisor | Investor

New York City Metropolitan Area

VC

Invests in

Stages:

Seed
Pre-seed

Sectors:

New York City

Locations:

  • Min Investment:

    $10,000.00

  • Max Investment:

    $500,000.00

  • Target Investment:

    $25,000.00

Skills

Investments
Economics
Research
Public Speaking
Teamwork
Bloomberg
Mutual Funds
Hedge Funds
Electronic Trading
Bloomberg Terminal
Portfolio Management
Technical Analysis
Equity Research
Asset Management
Private Equity
Capital IQ
Fundamental Analysis
Data Analysis
Islamic Finance
Microsoft Excel

Education

Work Experience

Techstars

2024

  • NYC and Sports Accelerator

    2024

    Advisor and Head of Financial Modeling

Integrity Square

2024

  • Portfolio Management

    2024

Oppenheimer & Co. Inc.

2022 - 2024

  • Senior Associate

    2022 - 2024

    Investment Banking | Health Technology

Integrity Square

2020 - 2022

  • Senior Associate

    2020 - 2022

    Investment Banking and Growth Equity | HALO (Health, Active Lifestyle & Outdoors) | Health and Wellness

Crédit Agricole CIB

2018 - 2019

  • Associate

    2018 - 2019

    Investment Banking | Generalist

Wells Fargo

2017 - 2018

  • Analyst

    2017 - 2018

    Financial Analyst Program | Generalist