© 2023 QIBUYER. All rights reserved.
We are builders – driven to provide for our families and make them proud; to be good partners to our clients and keep their interests above all else. Our goal is to build a firm that will live beyond us.
Before embarking on this journey, we thought deeply about the QI business and how our skills could be additive to partners, clients and the tight nit community of Qualified Intermediaries. We wouldn’t be doing this if we didn’t believe we could deliver on our Golden Rule – to give value.
If you’re interested in understanding more of our “Why” or participating as an investor, send us an email. We always reply back.
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Jeff was raised in Newport Beach, California and attended the University of Southern California. After graduating from USC as a member of multiple honor societies, Jeff worked for Ernst & Young as a CPA before turning his career toward finance and attaining his CFA designation. Jeff then worked as a consultant to small and middle market private equity firms specializing in real estate and services-based businesses.
In 2006, Jeff joined Rimrock Capital Management, a California-based absolute return hedge fund with $4 billion dollars under management. He led the less liquid and alternative capital strategies at Rimrock during his 15 years as a portfolio manager, which included billions of dollars of investment in commercial real estate transactions.
Jon grew up in Jupiter, FL and graduated with highest honors from the University of Florida. After graduation, Jon worked at Goldman Sachs for three years as a financial analyst before joining Brightpoint Capital, H.I.G. Capital’s long / short value hedge fund with $700MM in AUM. During his time there, he successfully completed the CFA program while spearheading the firm’s research efforts in the financial sector.
For the past 10 years, Jon has been privately investing and serving in an Executive capacity in various ventures. In 2023, Jon co-founded a Qualified Intermediary - 1031 Specialists - with the goal of creating a QI platform that is tech-forward, achieves wide-scale recognition, and is envied for its exceptional client service.
© 2023 QIBUYER. All rights reserved.
