Jason Barbera Email & Phone Number
Director of Private Investments @ Heritage Wealth Advisors
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Jason Barbera Location
- Durham, NC, US
Jason Barbera Work
- Director of Private Investments @ (December 2024 - Present)
- Director, Investments @ (April 2022 - November 2024)
- Principal @ Hinsdale LLC (May 2021 - April 2022)
- Investment Manager @ Hinsdale LLC (July 2016 - May 2021)
- Senior Associate @ (January 2015 - April 2016)
- Vice President @ (June 2011 - December 2014)
- Intern @ (June 2010 - August 2010)
Jason Barbera Education
- The University of North Carolina at Chapel Hill
Bachelor of Arts (Spanish)
2007-2011 - UNC Kenan-Flagler Business School
Business Administration (International Business)
2007-2011
Jason Barbera Skills
- Business Planning
- Strategic Planning
- Project Management
- Cross-functional Team Leadership
- Goal Setting
- Business Strategy
- Alternative Assets
- Investment Performance
- Investment Decisions
- Institutional Investments
- Fund of Funds (FOF)
- Family Offices
- Investment Research
- Interpersonal Skills
- Market Research
- Microsoft Dynamics
- Real Estate Due Diligence
- Financial Statements
- Microsoft Excel
- Secondaries
- Management
- Leadership
- Alternative Investment Strategies
- Alternative Investments
- Investment Strategies
- Hedge Funds
- Due Diligence
- Private Equity
- Financial Modeling
- Corporate Development
- Financial Analysis
- Private Equity Firms
- Asset Management
- Quantitative Analytics
- Start-ups
- Investments
- Portfolio Management
- Investment Management
- Venture Capital
- Finance
- Analytical Skills
- Chartered Financial Analyst
- Investing
- Manager Selection
Jason Barbera Summary
- Jason Barbera, based in Durham, NC, US, is currently a Director of Private Investments at Heritage Wealth Advisors. Jason Barbera brings experience from previous roles at Equi, Hinsdale LLC and RCP Advisors. Jason Barbera holds a 2007 - 2011 Bachelor of Arts in Spanish @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Business Planning, Strategic Planning, Project Management, Cross-functional Team Leadership, Goal Setting and more. Jason Barbera has 3 emails and 1 mobile phone numbers on RocketReach.
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