Jay Freeberg

Experience

1. Kaplan ProfessionalAdjunct Faculty - College for Financial Planningcurrent2025 — present
2. Onyx Bridge Wealth GroupPrivate Wealth Advisorcurrent2023 — present
3. Oncology VenturesCFOcurrent2022 — present
4. JRF Asset Advisors, LLCPartner1988 — 2023485 Madison Avenue, New York, NY
5. Janover LLCPartner emeritus1988 — 2022
6. Shearson Lehman BrothersBusiness advisor1986 — 1988
7. Deloitte and Touche (f/k/a Touche Ross & CoSenior accountant1984 — 1986

Education

1. NYU Stern School of BusinessMBA, Finance1986 — 1988
2. University at AlbanyBS, Accounting1980 — 1984

Skills & more

• 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.

Same school

Also attended NYU Stern School of Business367

LSLuna SchmidInvestor at GV (Google Ventures)KTKaz TeradaVenture Advisor at Monta Vista CapitalNFNeil FongManaging Director Asia at Burda Principal InvestmentsATAlex TosoliniAdvisor at CincyTechMWMax WechterSenior Director of AI at Lerer HippeauTMTom MonahanFormer Chairman & CEO, CEB at MissionOG

+ 361 more

Also attended University at Albany37

CMChristine MurphyInvestor at TRANSFORMATION CAPITALJAJJ AghaChief Information Security Officer & SVP, IT at Asymmetric Capital PartnersIPIsabella PiassiInvestor Success at Astella InvestimentosSFSteven FreidmutterAdvisor at Chloe CapitalDADarius AskaripourManaging Partner at Varys CapitalLTLou TartagliaManaging Partner at Cure Ventures

+ 31 more