David S. Felman

David S. Felman Email and Phone Number

Chief Financial Officer @ Anderson Holdings
Los Angeles, CA, US
David S. Felman's Location
Los Angeles, California, United States, United States
About David S. Felman

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.

David S. Felman's Current Company Details
Anderson Holdings

Anderson Holdings

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Chief Financial Officer
Los Angeles, CA, US
David S. Felman Work Experience Details
  • Anderson Holdings
    Chief Financial Officer
    Anderson Holdings
    Los Angeles, Ca, Us
  • Anderson Holdings
    Chief Administrative Officer
    Anderson Holdings 2023 - Present
    Century City, Ca, Us
    Chief 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
  • Greif & Co.
    Senior Advisor
    Greif & Co. 2018 - Present
  • Greif & Co.
    Managing Director
    Greif & Co. 2016 - 2018
    Mergers & 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)
  • College Health Enterprises, Inc.
    Chief Financial Officer
    College Health Enterprises, Inc. 2022 - 2023
    CFO 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
  • Jewish Family Service
    Chief Financial Officer
    Jewish Family Service 2018 - 2022
    Los Angeles, California, Us
    CFO 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
  • Cardinal Advisors, Llc
    Managing Partner
    Cardinal Advisors, Llc 2014 - 2016
    Co-founded an investment banking financial advisory firm
  • Moelis & Company
    Senior Vice President, Investment Banking
    Moelis & Company 2007 - 2014
    New York, Ny, Us
    Advised 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
  • Ubs Investment Bank
    Associate Director, Investment Banking
    Ubs Investment Bank 2005 - 2007
    Zurich, Ch
    Member of UBS Investment Bank's Los Angeles-based team
  • Ucla Anderson School Of Management
    Graduate Teaching Assistant
    Ucla Anderson School Of Management 2005 - 2006
    Los Angeles, Ca, Us
    Teaching Assistant for MBA-level Financial Accounting (Mgmt. 403) and Real Estate Investments (Mgmt. 279A) courses
  • Stanford Management Company
    Investments Associate
    Stanford Management Company 2002 - 2004
    Stanford, Ca, Us
    Member of the investment management team for Stanford University's endowed, trust, and other assets
  • Morgan Stanley
    Investment Banking Analyst
    Morgan Stanley 2000 - 2002
    New York, Ny, Us
    Financial Analyst for Morgan Stanley's Los Angeles-based investment banking teamMergers & acquisitions and corporate finance transaction advisory
  • International Energy Agency (Iea)
    Summer Economist
    International Energy Agency (Iea) 1999 - 1999
    Paris, Fr
    Co-Authored the International Energy Agency's World Energy OutlookReported to Fatih Birol, now Head of the International Energy Agency
  • Council Of Economic Advisers, The White House
    White House Council Of Economic Advisers Intern
    Council Of Economic Advisers, The White House 1999 - 1999
    Washington, District Of Columbia, Us
    Worked in Janet Yellen's Council of Economic Advisers under former President Bill Clinton
  • Goldman Sachs
    Summer Financial Analyst
    Goldman Sachs 1998 - 1998
    New York, New York, Us
    Institutional equities sales and trading
  • California State Treasurer'S Office
    Stanford In Government Fellow
    California State Treasurer'S Office 1998 - 1998
    Sacramento, California, Us
    Fellowship with the California Debt and Investment Advisory Commission
  • Vons
    Courtesy Clerk
    Vons 1995 - 1996

David S. Felman Skills

Investment Banking Mergers And Acquisitions Valuation Private Equity Financial Modeling M&a Experience Economics Investments Leveraged Finance Lbo Hedge Funds Financial Advisory Corporate Finance Restructuring Capital Markets Finance Due Diligence Equities Financial Analysis Venture Capital Management Corporate Development Investment Management Acquisitions Portfolio Management Joint Ventures Business Strategy Asset Management

David S. Felman Education Details

  • Stanford University
    Stanford University
    Economics And Political Science (Double Major)
  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    And Entrepreneurship
  • Windward School
    Windward School
    High 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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