Jordan Frenkel, CPA/MBA

Jordan Frenkel, CPA/MBA, is a seasoned investment management executive with a passion for alternative investments and democratizing financial literacy. He has been an active investor for over two decades specializing in real estate, hedge funds, private equity, venture capital and blockchain-related investments. Jordan maintains a laser focus on utilizing tax-advantaged strategies to enhance returns and structured solutions to provide down-side protection. For the past several years, he has provided advisory and structuring services to HNW individuals, family offices and business owners to help them develop similar strategies.

Previously he spent over a decade at Guggenheim Partners where he served as the Head of Special Projects for the Global Chief Investment Officer. His responsibilities included portfolio management/strategy and due diligence of alternative investments. Prior to that he was the Vice President of Acquisitions for a Los Angeles-based real estate private equity firm and head of operations for a long/short equity activist hedge fund. He also worked as a strategic and operational due diligence analyst for a multi-billion dollar diversified fund of hedge funds. Jordan began his career at PricewaterhouseCoopers LLP specializing in alternative investments including hedge fund, private equity, relative value fixed income arbitrage and exchange fund strategies. 

He graduated Summa Cum Laude with a B.S. in Accounting from Yeshiva University and earned his MBA and a Masters in Real Estate Development from the University of Southern California.