Chief Investment Officer
Jaffe Family Office
After 25 years on the public equity buyside working with notable investors including Arthur Goldberg, Ron Baron and Lee Cooperman, Michael Freedman pivoted eight years ago to a role as the first outside Chief Investment Officer of a NY-area family office. The retailer patriarch had been managing the family’s investments himself and was looking for another perspective and someone he could trust to enhance asset allocation and performance. Together, the family office has made great progress on these fronts: developing tools to analyze asset allocation, rectifying areas of over- and underexposure, devising target allocations more along endowment lines, exiting investments/managers not meeting a high bar for performance/risk/fees, building a robust sourcing network for investment idea flow and improving transparency and investment buy-in among family members.
Michael graduated magna cum laude from the University of Pennsylvania in 1987. He earned dual degrees—from The Wharton School a BS in Economics with a major in Finance and from The College of Arts and Sciences a BA with a major in History. Michael was elected to Phi Beta Kappa and Beta Gamma Sigma and was both a University Scholar and Benjamin Franklin Scholar at Penn.
Michael and his wife Felicia live in Armonk, NY and recently became empty nesters.
