About
CFO and CPA/CFP, partner emeritus of a New York accounting firm and long-time financial planner operating through Onyx Bridge Wealth Group.
Experience
- Kaplan ProfessionalAdjunct Faculty - College for Financial Planningcurrent2025 — present
- Onyx Bridge Wealth GroupPrivate Wealth Advisorcurrent2023 — present
- Oncology VenturesCFOcurrent2022 — present
- JRF Asset Advisors, LLCPartner1988 — 2023485 Madison Avenue, New York, NY
- Janover LLCPartner emeritus1988 — 2022
- Shearson Lehman BrothersBusiness advisor1986 — 1988
- Deloitte and Touche (f/k/a Touche Ross & CoSenior accountant1984 — 1986
Skills & more
Entrepreneurship2Equities1Family Office1Alternative Investments1Asset Managment1Estate Planning2Finance16Financial Advisory7Financial Reporting5Financial Services5High Net Worth Individuals4Income Tax2
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Investment AdvisoryInvestment StrategiesInvestmentsMergersMergersPensionsPrivate EquityStrategic Financial PlanningManagementTaxVenture CapitalFinancial Planning- DACFP Certificate in Blockchain and Digital Assets® — Digital Assets Council of Financial Professionals
- Series 7, 24, 27, 63 and 65 — Financial Industry Regulatory Authority (FINRA)
- Life and health insurance licensed — New York State Insurance Department
- Certified Divorce Financial Analyst (CDFA) — Institute for Divorce Financial Analysts®
- Certified Financial Planner (CFP) — CFP Board
- Certified Public Accountant — NYCPA - The New York State Society of CPAs
From Jay's professional profile.
Colleagues at Oncology Ventures
Ben Freeberg
Founder, Managing Partner at Oncology Ventures
Brad Hively
Advisor at Oncology Ventures
David Cohn
Interim Chief Executive Officer and Chief Medical Officer at Oncology Ventures
Diana Verrilli
General Manager, Navista (a Cardinal Health company) at Oncology Ventures
Emily Melton
Investor at Threshold Ventures
Harlan Levine
President of Health Innovation and Policy at Oncology Ventures
Jason Shook
Chief Operating Officer at Oncology Ventures
Jennifer Malin
Advisor at Oncology Ventures
Frequently asked questions
- Who is Jay Freeberg?
- CFO and CPA/CFP, partner emeritus of a New York accounting firm and long-time financial planner operating through Onyx Bridge Wealth Group.
- Where does Jay Freeberg work?
- Jay Freeberg is Chief Financial Officer at Oncology Ventures.
- Where did Jay Freeberg go to school?
- Jay Freeberg studied at NYU Stern School of Business (MBA, Finance); University at Albany (BS, Accounting).
Same school
Also attended NYU Stern School of Business598
Luna SchmidInvestor at GV (Google Ventures)Kaz TeradaVenture Advisor at Monta Vista CapitalNeil FongManaging Director Asia at Burda Principal InvestmentsMax WechterSenior Director of AI at Lerer HippeauDanny BrowneInvestor at FJ LabsAlex Spiro LatsisFounding Partner at Brighteye Ventures
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Also attended University at Albany81
Matthew AlfieriPartner at Centana Growth PartnersDonal DelaneyChief Financial Officer at Illumina VenturesDaniel GlassManaging Director, Global Market Research at Deerfield Management CompanyRoberto HerreraAssociate Director, Solutions and Support Manager at Deerfield Management CompanyJohn AstoneSenior Operations Accountant at GroveStreetChristine MurphyInvestor at TRANSFORMATION CAPITAL
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