Jared Bernheim Email and Phone Number
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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.
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Managing Director, Alternative CreditCfi Partners Apr 2023 - PresentChicago, Il, UsOpportunistic Credit - Portfolio Manager. Stressed & distressed liquid corporate credit; private credit & capital solution transactions.Leads restructuring activity across CLO and Opportunistic Credit platforms. -
Principal, Credit OpportunitiesGolub Capital Jun 2021 - Jan 2023New York, Ny, UsOpportunistic Credit -
PrincipalThe Carlyle Group Dec 2020 - Jun 2021Washington, Dc, UsDistressed & Special Situations -
Vice PresidentThe Carlyle Group Jan 2016 - Dec 2020Washington, Dc, UsDistressed & Special Situations -
Senior AssociateThe Carlyle Group Apr 2014 - Dec 2015Washington, Dc, UsDistressed & Special Situations -
AssociatePegasus Capital Advisors Aug 2011 - Mar 2014Stamford, Connecticut, UsPrivate Equity -
AnalystPegasus Capital Advisors Jun 2008 - Aug 2011Stamford, Connecticut, UsPrivate Equity -
Summer AnalystGoldman Sachs Jun 2007 - Aug 2007New York, New York, UsSpecial Situations Group -
Summer AnalystMorgan Stanley Jun 2006 - Aug 2006New York, Ny, UsInvestment Banking Division - M&A Group -
Summer AnalystUbs Jun 2005 - Aug 2005Zurich, ChWealth Management - The Besman Group
Jared Bernheim Skills
Jared Bernheim Education Details
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The Wharton SchoolFinance -
University Of PennsylvaniaBiomedical Technologies -
University Of PennsylvaniaBioengineering -
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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