Jeffrey A. Mazer, CFA, JD

Jeffrey A. Mazer, CFA, JD

Jeff Mazer is a senior-level finance expert and lawyer who leverages his multidisciplinary background to consult on securities and financial industry litigation and regulation; investment analysis, trading, and sales; investment management; joint ventures, mergers and acquisitions, and other corporate transactions; and cryptocurrency and blockchain technology. Having held leadership positions at major financial institutions and practiced law at leading law firms, Jeff has special expertise in situations where a broad perspective on finance and law is required.

 Jeff has led teams of financial, investment and legal professionals at institutions such as Bank of America Merrill Lynch and Allstate Insurance Company. He was also part of an integrated treasury management and investment sales advisory team at Silicon Valley Bank. Jeff’s legal training was in corporate and securities law at nationally recognized law firms including Shearman and Sterling, Hogan Lovells and Akin Gump.

 Jeff has extensive experience with companies in the retail and consumer products sector and in the technology industry. Most recently, Jeff was CFO at a technology company in Portland, Oregon, and has been CFO at several other companies, including a blockchain-based social media company. At Bank of America Merrill Lynch in San Francisco, California, Jeff led a fixed income investment sales team covering technology companies, and he also covered technology companies at Silicon Valley Bank. Jeff’s Acme Capital Advisors financial and strategic consulting firm focused on retail and branded consumer products companies, building on his experience managing a portfolio of securities issued by retailers and consumer products companies to Allstate Insurance Company.

 With insight from his combined expertise in finance and law, Jeff identified improper financial practices at Aequitas Capital Management and highlighted those practices to management. The Securities and Exchange Commission later described the exposed practices at the core of Jeff’s communications to management as “Ponzi-like,” and in 2019, two senior offices of the company pleaded guilty to criminal fraud charges.


Credentials

EXPERIENCE

Mazer LLC, Principal, July 2016 – November 2017, June 2019 – Present

moovel North America, CFO, December 2017 – May 2019

Morgan Stanley, Vice President, November 2015 - June 2016

Aequitas Capital Management, Senior Managing Director, Capital Markets and Treasury, May 2015 – October 2015

Bank of America Merrill Lynch, Director, Global Liquidity Investment Solutions and Institutional Fixed Income Sales, December 2010 – May 2015

Silicon Valley Bank, Investment Consultant, February 2008 – December 2010

Acme Capital Advisors, Principal, 2003 – 2008

Allstate Insurance Company, Portfolio Manager and Head of Restructuring, 1999 – 2003

Allstate Insurance Company, Director, Mergers and Acquisitions, 1997 – 1999

Allstate Insurance Company, Counsel, 1989 – 1996

Akin Gump¸ Corporate and Securities law Attorney, 1987 – 1989

Hogan Lovells (formerly Hogan & Hartson), Corporate and Securities Law Attorney, 1986 – 1987

Shearman and Sterling, Corporate and Securities Law Attorney, 1984 – 1986

Gordon Hurwitz Butowsky, et al., Investment Management Law Attorney, 1983 – 1984

EDUCATION

Boston University Law School, Juris Doctor, Boston, Massachusetts,

Oberlin College, AB, Oberlin, Ohio,

PROFESSIONAL QUALIFICATIONS

Chartered Financial Analyst (CFA)

Member of the New York State Bar

FINRA Neutral Arbitrator

FINRA-registered investment professional, 2003 to 2016 (Principal certifications from 2010 to 2015)

AFFILIATIONS

CFA Institute, CFA Society of Portland

New York State Bar

Oregon State Bar Section Memberships

BOARD MEMBERSHIP AND VOLUNTEER INVOLVEMENT

Oregon Jewish Museum and Center for Holocaust Education, Member of Board of Directors, Executive, Strategic Planning, and Finance Committees

Social Venture Partners (Portland), Partner, 2015 – 2017

Portland Jewish Academy/Mittleman Jewish Community Center, Member of Finance Committee, 2016 – 2017

Contemporary Jewish Museum (San Francisco), Member of Board of Trustees and Corporate Leadership Council, 2014 – 2015

Pacific Community Ventures, Volunteer Advisor, 2010 – 2015

Cherie Blair Foundation for Women - Mentor (2014 to 2016)

Boulder Innovation Center - advised small businesses on business growth strategies (2005 to 2008)

CTEK (Boulder, CO) - member of advisor network providing guidance to entrepreneurs and early-stage companies (2004 to 2008)

Served as board member and/or observer to global infrastructure fund and early-stage technology companies. As attorney, advised corporate board members on regulatory and governance issues.

CLASSES AND WORKSHOPS

Developed and present seminars on Financial Modeling and Private Equity to Pacific Northwest law firms.

Entrepreneurship Workshop Leader, Pacific Northwest College of Art and industry groups.

Adjunct Instructor, Portland State University, Introduction to Business Finance (Fall 2016)

ARTICLES

Selling Your Business? Stop Leaving Money on the Table, Toptal Finance Blog, https://www.toptal.com/finance/mergers-and-acquisitions/selling-a-business

 

Demystifying Cryptocurrencies, Blockchain, and ICO’s, Toptal Finance Blog, https://www.toptal.com/finance/financial-consultants/cryptocurrency-market

Automat:ee