David S. Felman Email and Phone Number
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David Felman is Chief Administrative Officer of Anderson Holdings, the private investment vehicle and holding company for the Anderson family, originally founded by John E. Anderson. David oversees finance, treasury, accounting, tax, risk management, governance, legal, M&A, and strategic initiatives, and is an officer and/or board member of Anderson's portfolio companies. David has over 20 years of business operations, financial, and transactions experience, as a chief financial officer, investment banker, and institutional investor. He has extensive experience advising management teams and board directors on critical strategic transactions, including mergers and acquisitions, debt and equity financings, joint ventures, and recapitalizations and restructurings, representing over $100 billion and over 50 announced transactions, with a significant focus on real estate and consumer/retail.Previously, David was an investment banker at Morgan Stanley, Moelis & Co., and Greif & Co., and served on the investment staff of Stanford Management Company, which manages Stanford University’s endowment and other assets. David also has prior private equity investment experience for Moelis Capital Partners (NexPhase Capital). David served as Chief Financial Officer of College Health Enterprises, and oversaw the founding family’s investment, real estate, and philanthropy office. After serving on the board of Jewish Family Service LA, David was also its Chief Financial Officer and recognized as CFO of the Year (for nonprofits) by the Los Angeles Business Journal. David was previously honored for inclusion on the Los Angeles Business Journal’s “LA 500” list of the 500 Most Influential People in Los Angeles. David serves on several nonprofit boards, including Jewish Family Service LA, Temple Isaiah, and Friars Charitable Foundation (Friars Club). David holds a B.A. in Economics and Political Science with Distinction and Honors from Stanford University, and an M.B.A. in Finance, Real Estate, and Entrepreneurship from UCLA Anderson School of Management, where he graduated first in the class and as a Carter Fellow. David was born and raised in Los Angeles, where he lives with his wife and two children.
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Chief Financial OfficerAnderson HoldingsLos Angeles, Ca, Us -
Chief Administrative OfficerAnderson Holdings 2023 - PresentCentury City, Ca, UsChief Administrative Officer of Anderson Holdings (previously Topa Equities), the investment vehicle and holding company for the Anderson family, originally founded by John E. AndersonReporting to the Chairman, oversee finance, treasury and investments, accounting, tax, risk management, governance, legal, M&A, and strategic initiatives, and serve as an officer and/or board member of Anderson's portfolio companiesDirect reporting oversight for Hawaii Coffee Company, LLC, an operating company of Anderson Holdings -
Senior AdvisorGreif & Co. 2018 - Present -
Managing DirectorGreif & Co. 2016 - 2018Mergers & acquisitions and corporate finance transactions focused on West Coast companiesNamed one of the 500 Most Influential People in Los Angeles - Los Angeles Business Journal (2017) -
Chief Financial OfficerCollege Health Enterprises, Inc. 2022 - 2023CFO of one of the largest independent hospital and healthcare services companies specialized in behavioral healthcare in Southern California, with significant real estate holdingsReported to the Chairman, with oversight of the founding family’s investment, real estate, and philanthropy office -
Chief Financial OfficerJewish Family Service 2018 - 2022Los Angeles, California, UsCFO of the oldest charitable organization in Los Angeles, focused on social services, with significant real estate holdingsCFO of the Year - Los Angeles Business Journal (2020, Nonprofits)Direct reporting oversight for JFS Care, a private homecare organizationPreviously Board member and Finance Committee Chair -
Managing PartnerCardinal Advisors, Llc 2014 - 2016Co-founded an investment banking financial advisory firm -
Senior Vice President, Investment BankingMoelis & Company 2007 - 2014New York, Ny, UsAdvised corporate management teams, board directors, entrepreneur and family ownership, and private equity firms on critical strategic transactions, including mergers, company sell-sides, acquisitions, divestitures, joint ventures, special committee/board advisory, fairness/valuation opinions, debt and equity financings, private equity investments, and restructurings and recapitalizationsEvaluated new investments for Moelis Capital Partners (NexPhase Capital), the company's private equity divisionJoined at the company’s inceptionCo-led Associate and Analyst recruiting and new hire training; staffer for Associates and Analysts -
Associate Director, Investment BankingUbs Investment Bank 2005 - 2007Zurich, ChMember of UBS Investment Bank's Los Angeles-based team -
Graduate Teaching AssistantUcla Anderson School Of Management 2005 - 2006Los Angeles, Ca, UsTeaching Assistant for MBA-level Financial Accounting (Mgmt. 403) and Real Estate Investments (Mgmt. 279A) courses -
Investments AssociateStanford Management Company 2002 - 2004Stanford, Ca, UsMember of the investment management team for Stanford University's endowed, trust, and other assets -
Investment Banking AnalystMorgan Stanley 2000 - 2002New York, Ny, UsFinancial Analyst for Morgan Stanley's Los Angeles-based investment banking teamMergers & acquisitions and corporate finance transaction advisory -
Summer EconomistInternational Energy Agency (Iea) 1999 - 1999Paris, FrCo-Authored the International Energy Agency's World Energy OutlookReported to Fatih Birol, now Head of the International Energy Agency -
White House Council Of Economic Advisers InternCouncil Of Economic Advisers, The White House 1999 - 1999Washington, District Of Columbia, UsWorked in Janet Yellen's Council of Economic Advisers under former President Bill Clinton -
Summer Financial AnalystGoldman Sachs 1998 - 1998New York, New York, UsInstitutional equities sales and trading -
Stanford In Government FellowCalifornia State Treasurer'S Office 1998 - 1998Sacramento, California, UsFellowship with the California Debt and Investment Advisory Commission -
Courtesy ClerkVons 1995 - 1996
David S. Felman Skills
David S. Felman Education Details
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Stanford UniversityEconomics And Political Science (Double Major) -
Ucla Anderson School Of ManagementAnd Entrepreneurship -
Windward SchoolHigh School
Frequently Asked Questions about David S. Felman
What company does David S. Felman work for?
David S. Felman works for Anderson Holdings
What is David S. Felman's role at the current company?
David S. Felman's current role is Chief Financial Officer.
What is David S. Felman's email address?
David S. Felman's email address is df****@****ent.com
What is David S. Felman's direct phone number?
David S. Felman's direct phone number is +131090*****
What schools did David S. Felman attend?
David S. Felman attended Stanford University, Ucla Anderson School Of Management, Windward School.
What are some of David S. Felman's interests?
David S. Felman has interest in Welzijnsvoorzieningen.
What skills is David S. Felman known for?
David S. Felman has skills like Investment Banking, Mergers And Acquisitions, Valuation, Private Equity, Financial Modeling, M&a Experience, Economics, Investments, Leveraged Finance, Lbo, Hedge Funds, Financial Advisory.
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