Jared Bernheim

Jared Bernheim Email and Phone Number

Managing Director, Opportunistic Credit at CFI Partners @ CFI Partners
Jared Bernheim's Location
New York, New York, United States, United States
About Jared Bernheim

16+ years of principal investing experience, with a focus on opportunistic & special situation transactions. Cross-capital structure expertise, spanning liquidity profiles and industries.As Managing Director of Alternative Credit at CFI Partners, Jared is responsible for originating, evaluating, executing, and monitoring opportunistic credit investments. Prior to CFI, Jared worked for Golub Capital as a Principal on the Credit Opportunities team. Before Golub, he worked for the Carlyle Group where he was Principal on the Distressed & Special Situations team. Jared began his career at Pegasus Capital Advisors. Jared earned several degrees from the University of Pennsylvania, including a Bachelor of Science in Economics with a concentration in Finance, magna cum laude, from The Wharton School; a Bachelor of Science in Engineering as a Bioengineering major, magna cum laude, and a Master of Biotechnology from the School of Engineering and Applied Science. He is a CFA® charterholder.

Jared Bernheim's Current Company Details
CFI Partners

Cfi Partners

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Managing Director, Opportunistic Credit at CFI Partners
Jared Bernheim Work Experience Details
  • Cfi Partners
    Managing Director, Alternative Credit
    Cfi Partners Apr 2023 - Present
    Chicago, Il, Us
    Opportunistic Credit - Portfolio Manager. Stressed & distressed liquid corporate credit; private credit & capital solution transactions.Leads restructuring activity across CLO and Opportunistic Credit platforms.
  • Golub Capital
    Principal, Credit Opportunities
    Golub Capital Jun 2021 - Jan 2023
    New York, Ny, Us
    Opportunistic Credit
  • The Carlyle Group
    Principal
    The Carlyle Group Dec 2020 - Jun 2021
    Washington, Dc, Us
    Distressed & Special Situations
  • The Carlyle Group
    Vice President
    The Carlyle Group Jan 2016 - Dec 2020
    Washington, Dc, Us
    Distressed & Special Situations
  • The Carlyle Group
    Senior Associate
    The Carlyle Group Apr 2014 - Dec 2015
    Washington, Dc, Us
    Distressed & Special Situations
  • Pegasus Capital Advisors
    Associate
    Pegasus Capital Advisors Aug 2011 - Mar 2014
    Stamford, Connecticut, Us
    Private Equity
  • Pegasus Capital Advisors
    Analyst
    Pegasus Capital Advisors Jun 2008 - Aug 2011
    Stamford, Connecticut, Us
    Private Equity
  • Goldman Sachs
    Summer Analyst
    Goldman Sachs Jun 2007 - Aug 2007
    New York, New York, Us
    Special Situations Group
  • Morgan Stanley
    Summer Analyst
    Morgan Stanley Jun 2006 - Aug 2006
    New York, Ny, Us
    Investment Banking Division - M&A Group
  • Ubs
    Summer Analyst
    Ubs Jun 2005 - Aug 2005
    Zurich, Ch
    Wealth Management - The Besman Group

Jared Bernheim Skills

Alternative Investments Business Strategy

Jared Bernheim Education Details

  • The Wharton School
    The Wharton School
    Finance
  • University Of Pennsylvania
    University Of Pennsylvania
    Biomedical Technologies
  • University Of Pennsylvania
    University Of Pennsylvania
    Bioengineering
  • Ramaz School
    Ramaz School

Frequently Asked Questions about Jared Bernheim

What company does Jared Bernheim work for?

Jared Bernheim works for Cfi Partners

What is Jared Bernheim's role at the current company?

Jared Bernheim's current role is Managing Director, Opportunistic Credit at CFI Partners.

What is Jared Bernheim's email address?

Jared Bernheim's email address is jb****@****tal.com

What is Jared Bernheim's direct phone number?

Jared Bernheim's direct phone number is +121281*****

What schools did Jared Bernheim attend?

Jared Bernheim attended The Wharton School, University Of Pennsylvania, University Of Pennsylvania, Ramaz School.

What skills is Jared Bernheim known for?

Jared Bernheim has skills like Alternative Investments, Business Strategy.

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