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David Neubert Email & Phone Number

Portfolio Manager - Fintech Entrepreneur - Family Office Consultant at medicalrecords.com
Location: New York, New York, United States 12 work roles 5 schools
1 work email found @eaglebayadv.com 5 phones found area 917, 212, and 413 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email d****@eaglebayadv.com
Direct phone (917) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Portfolio Manager - Fintech Entrepreneur - Family Office Consultant
Location
New York, New York, United States

Who is David Neubert? Overview

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Quick answer

David Neubert is listed as Portfolio Manager - Fintech Entrepreneur - Family Office Consultant at medicalrecords.com, based in New York, New York, United States. AeroLeads shows a work email signal at eaglebayadv.com, phone signal with area code 917, 212, 413, and a matched LinkedIn profile for David Neubert.

David Neubert previously worked as Windshear Management at Windshear Management and Advisory Director at Medicalrecords.Com. David Neubert holds Master'S Degree, International Finance from Harvard Kennedy School.

Company email context

Email format at medicalrecords.com

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{first}@eaglebayadv.com
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AeroLeads found 1 current-domain work email signal for David Neubert. Compare company email patterns before reaching out.

Profile bio

About David Neubert

Fintech entrepreneur and fund manager.

Listed skills include Equities, Trading, Valuation, Portfolio Management, and 46 others.

Current workplace

David Neubert's current company

Company context helps verify the profile and gives searchers a useful next step.

medicalrecords.com
Medicalrecords.Com
Portfolio Manager - Fintech Entrepreneur - Family Office Consultant
AeroLeads page
12 roles · 33 years

David Neubert work experience

A career timeline built from the work history available for this profile.

Windshear Management

Current
Windshear Management
Dec 2022 - Present

Advisory Director

Current

Lexington, MA, US

Medical Records.com is a private company based in Cambridge, Massachusetts helping to organize the Electronic Medical Records (EMR) software market.

Nov 2010 - Present

Partner

New York, New York, US

Past: Chief Investment Officer 2017-2022

Feb 2016 - Sep 2024

Advisor - Trading Systems

Jersey City, US

2017 - 2018 ~1 yr

Advisory Director

Contextuall

Non -traditional financial markets database

2012 - 2017 ~5 yrs

Portfolio Manager

Quantitative asset management and VIX related ETF market making. Also responsible for non-arbitrage strategies.

Nov 2012 - Mar 2014

Co-Founder / Editor-In-Chief

Kapitall is a user-friendly investing platform (online broker)Responsibilties:Public Facing Investment Research, Educational Design, Trading design, Content CreationMedia appearances representing the product

Dec 2007 - Jan 2013

Publisher/Founder

The Panelist

The Panelist is an online magazine focusing on socially responsible investing with making money in listed securities as the first priority. http://thepanelist.com

Aug 2006 - Feb 2009

Managing Director

US

Equity Division: Head of Technology and Trading Strategy.

Mar 2003 - Mar 2005

Managing Director

New York, NY, US

Macro Equity Proprietary Trading (2002 – 2003)Co-managed group of 11 traders/analysts. Strategies included: Long term volatility positioning (dispersion, relative volatility, special situations volatility), risk and alpha model for forward relative volatility, Sector based asset allocation model, beta similar sector specific valuation modelsGlobal Head.

1993 - 2003 ~10 yrs

Associate

New York, NY, US

Chemical Bank Merged with JPMorgan ChaseCredit Analyst Training ProgramEmerging Market Merchant BankEmerging Markets Fixed Income Derivatives Trader

Aug 1990 - Feb 1993
5 education records

David Neubert education

Master'S Degree, International Finance

Harvard Kennedy School

Bachelor'S Degree With Honors, Economics, Minors: Math, Spanish Lit.

Pitzer College

Mathematics, Theatre

University Of Warwick

High School Diploma, Afs Student

Instituto Dante Alighieri - Rosario, Argentina

Nerd

Pacific Grove High School
FAQ

Frequently asked questions about David Neubert

Quick answers generated from the profile data available on this page.

What company does David Neubert work for?

David Neubert works for medicalrecords.com.

What is David Neubert's role at medicalrecords.com?

David Neubert is listed as Portfolio Manager - Fintech Entrepreneur - Family Office Consultant at medicalrecords.com.

What is David Neubert's email address?

AeroLeads has found 1 work email signal at @eaglebayadv.com for David Neubert at medicalrecords.com.

What is David Neubert's phone number?

AeroLeads has found 5 phone signal(s) with area code 917, 212, 413 for David Neubert at medicalrecords.com.

Where is David Neubert based?

David Neubert is based in New York, New York, United States while working with medicalrecords.com.

What companies has David Neubert worked for?

David Neubert has worked for Windshear Management, Medicalrecords.Com, Eagle Bay Family Office, Seize Sur Vingt / Groupe, and Voyager.

How can I contact David Neubert?

You can use AeroLeads to view verified contact signals for David Neubert at medicalrecords.com, including work email, phone, and LinkedIn data when available.

What schools did David Neubert attend?

David Neubert holds Master'S Degree, International Finance from Harvard Kennedy School.

What skills is David Neubert known for?

David Neubert is listed with skills including Equities, Trading, Valuation, Portfolio Management, Fixed Income, Investments, Derivatives, and Emerging Markets.

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