Jeff Gary
Director/Board Member at MONEYLION INC.
Net worth: 512 398 $ as of 2024-04-29
Profile
Jeffrey J.
Gary's current jobs include being an Independent Director at MoneyLion, Inc., an Independent Trustee at Arca US Treasury Fund, an Assistant Finance Manager at Insight Acquisition Corp., and a Managing Member at Insight Acquisition Sponsor LLC.
His former jobs include being an Independent Director at National Holdings Corp., a Managing Director at BlackRock Advisors LLC, the Chief Financial Officer & Director at Fusion Acquisition Corp.
II, the Chief Financial Officer & Director at Fusion Acquisition Corp., a Senior Manager-Portfolio at Third Avenue Management LLC, a Senior Distressed Analyst at Cargill, Inc., a Senior Manager-Portfolio at Koch Industries, Inc., a Senior Manager-Portfolio at BlackRock, Inc., a Vice President at Mesirow Financial, Inc., a Senior Portfolio Manager at Avenue Capital Management II LP, a Senior Manager-Portfolio at American General Life Cos.
LLC, a Senior Analyst at Citigroup Asset Management (United States), a Senior Auditor at Pricewaterhousecoopers LLC, a Distressed Analyst at Cargill Financial Solutions LLC, an Independent Trustee at Axonic Alternative Income Fund, and a Senior Portfolio Manager at Avenue Capital Group LLC.
Mr. Gary's education includes an MBA from Northwestern University, an undergraduate degree from The Pennsylvania State University, and an MBA from Kellogg School of Management.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
MONEYLION INC CLASS A
0.07% | 2024-04-18 | 7,465 ( 0.07% ) | 512 398 $ | 2024-04-29 |
Jeff Gary active positions
| Companies | Position | Start |
|---|---|---|
| INSIGHT ACQUISITION CORP. | Corporate Officer/Principal | 2024-04-20 |
| MONEYLION INC. | Director/Board Member | 2021-09-20 |
| Insight Acquisition Sponsor LLC | Corporate Officer/Principal | - |
Arca US Treasury Fund
 Arca US Treasury Fund Investment Trusts/Mutual FundsMiscellaneous Arca U.S. Treasury Fund is a continuously offered, diversified, closed-end management investment company that intends to operate as an interval fund. It offers ArCoins as a digital securities. The company was founded on November 2, 2018 and is headquartered in Los Angeles, CA. | Director/Board Member | 2019-11-30 |
Former positions of Jeff Gary
| Companies | Position | End |
|---|---|---|
| FUSION ACQUISITION CORP. II | Director of Finance/CFO | 2022-01-10 |
| FUSN ACQU | Director of Finance/CFO | - |
| NATIONAL HOLDINGS CORPORATION | Director/Board Member | 2021-02-24 |
Axonic Alternative Income Fund
 Axonic Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Axonic Alternative Income Fund is a non-diversified, closed-end management investment company. It was founded on September 26, 2018 and is headquartered in New York, NY. | Director/Board Member | 2020-02-29 |
Avenue Capital Group LLC
 Avenue Capital Group LLC Investment ManagersFinance Avenue Capital Group LLC engages in the provision of investing services. It specializes in distressed securities, bank debt, stressed high yield debt, event-driven situations, restructured and post re-organization equities, and trade claims. The company was founded by Marc Lasry and Sonia Gardner in 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | 2018-06-30 |
Training of Jeff Gary
| The Pennsylvania State University | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
| Northwestern University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| BLACKROCK, INC. | Finance |
| INSIGHT ACQUISITION CORP. | Finance |
| MONEYLION INC. | Technology Services |
| Private companies | 17 |
|---|---|
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Mesirow Financial, Inc.
 Mesirow Financial, Inc. Investment Banks/BrokersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Finance |
Third Avenue Management LLC
 Third Avenue Management LLC Investment ManagersFinance Third Avenue Management LLC (TAM) is a registered investment advisor and mutual fund manager headquartered New York City. The firm was founded by Martin J. Whitman in 1986 as EQSF Advisers, Inc. They are a subsidiary of Third Avenue Holdings Delaware LLC, ultimately held by Affiliated Manager's Group, Inc. (NYSE: AMG). TAM provides investment advice to registered investment companies, private funds, offshore funds, individuals, corporations, pension plans, trusts, estates, educational institutions, endowments and foundations. | Finance |
Avenue Capital Management II LP
 Avenue Capital Management II LP Investment ManagersFinance Avenue Capital Management II LP (Avenue US) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Marc Lasry and Sonia Gardner in 2000. They are a subsidiary of Avenue Management Holdco LP, ultimately held by GL Management LLC. Avenue US provides investment advisory services to private investment funds. | Finance |
American General Life Cos. LLC
 American General Life Cos. LLC Life/Health InsuranceFinance American General Life Cos LLC provided insurance services for individuals and businesses. The company was founded on November 12, 2002 and headquartered in Austin, TX. | Finance |
Koch Industries, Inc.
 Koch Industries, Inc. Oil Refining/MarketingEnergy Minerals Koch Industries, Inc. engages in the manufacture and trade of chemical products. It operates in variety of industries such as polymers and fibers, fertilizers, electronics, automotive components, forest and consumer products, minerals, glass, process and pollution control systems, refining and biofuels, commodity trading, investments, and ranching. The company was founded by Frederick Chase Koch in 1940 and is headquartered in Wichita, KS. | Energy Minerals |
| Cargill Financial Solutions LLC | |
Citigroup Asset Management (United States)
 Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C) | Finance |
| Pricewaterhousecoopers LLC | |
Axonic Alternative Income Fund
Axonic Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Axonic Alternative Income Fund is a non-diversified, closed-end management investment company. It was founded on September 26, 2018 and is headquartered in New York, NY. | Miscellaneous |
National Holdings Corp.
 National Holdings Corp. Investment Banks/BrokersFinance National Holdings Corp. engages in the provision of investment banking and asset management services. It operates through the following segments: Brokerage and Advisory Services and Tax and Accounting Services. The Brokerage and Advisory Services segment includes broker-dealer and investment advisory services, sale of insurance products and licensed mortgage brokerage services. The Tax and Accounting Services segment involves tax preparation and accounting services provided by National Tax. The company was founded in 1947 and is headquartered in New York, NY. | Finance |
Arca US Treasury Fund
Arca US Treasury Fund Investment Trusts/Mutual FundsMiscellaneous Arca U.S. Treasury Fund is a continuously offered, diversified, closed-end management investment company that intends to operate as an interval fund. It offers ArCoins as a digital securities. The company was founded on November 2, 2018 and is headquartered in Los Angeles, CA. | Miscellaneous |
Fusion Acquisition Corp.
 Fusion Acquisition Corp. Financial ConglomeratesFinance Fusion Acquisition Corp. operates as a blank check company, which intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on March 6, 2020 and is headquartered in New York, NY. | Finance |
Fusion Acquisition Corp. II
 Fusion Acquisition Corp. II Financial ConglomeratesFinance Fusion Acquisition Corp. II is a blank check company whose business purpose is to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on January 11, 2021 and is headquartered in New York, NY. | Finance |
Avenue Capital Group LLC
Avenue Capital Group LLC Investment ManagersFinance Avenue Capital Group LLC engages in the provision of investing services. It specializes in distressed securities, bank debt, stressed high yield debt, event-driven situations, restructured and post re-organization equities, and trade claims. The company was founded by Marc Lasry and Sonia Gardner in 1995 and is headquartered in New York, NY. | Finance |
Cargill, Inc.
 Cargill, Inc. Agricultural Commodities/MillingProcess Industries Cargill, Inc. engages in the provision of food, agricultural, financial, and industrial products and services. It specializes in food service, agriculture, meat and poultry, transportation, pharmaceutical ingredients, and beauty products. The company was founded by William Wallace Cargill in 1865 and is headquartered in Minneapolis, MN. | Process Industries |
| Insight Acquisition Sponsor LLC |
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