David S. Felman

About David S. Felman

David Felman is Chief Financial Officer of Anderson Holdings (Topa Equities, Ltd.), the private equity, real estate, and investment holding company for the Anderson family, founded by John E. Anderson. David oversees finance, accounting, treasury, investments, tax, risk management, legal, governance, M&A, and strategic financial initiatives for Anderson Holdings, and is an officer and/or board member of Anderson’s portfolio companies. David has over 20 years of financial, transactions, and operations experience, as a chief financial officer, investment banker, and institutional investor. He has extensive experience advising management teams and board directors of Fortune 500 and middle-market public and private companies, private equity firms, governments, and entrepreneurs on critical strategic transactions, including mergers and acquisitions, company sales and divestitures, debt and equity financings, joint ventures, and restructurings. David has advised on over $100 billion of announced transactions, spanning a broad spectrum of industries, including consumer/retail, financial and business services, healthcare, media, real estate, and technology.David started his career as an investment banker at Morgan Stanley, and later served as a Senior Vice President of Moelis & Co. and Managing Director of Greif & Co. David also served on the investment staff of Stanford Management Company, which manages Stanford University’s endowment and other investments. David has prior private equity investment experience for Moelis Capital Partners (NexPhase Capital). David was Chief Financial Officer of College Health Enterprises, including oversight of the founding family’s investment and real estate office. After serving on the Board, David was also Chief Financial Officer of Jewish Family Service LA and was recognized as “CFO of the Year” by the Los Angeles Business Journal (for nonprofits).David holds a B.A. in Economics and Political Science with Distinction and Honors from Stanford University, and an M.B.A. in Finance, Real Estate, and Entrepreneurship from UCLA Anderson School of Management, where he graduated first in the class and as a Carter Fellow. David was previously honored on the Los Angeles Business Journal’s “LA 500” list of the 500 Most Influential People in Los Angeles. David serves on the Boards of Jewish Family Service LA, Temple Isaiah, and Friars Charitable Foundation (Friars Club). David was born and raised in Los Angeles, where he lives with his wife and two children.

Experience

1. Chief Financial Officer

   Anderson Holdings

   Jan 2023 — Present · Los Angeles, CA, US

   Chief Financial Officer of Anderson Holdings (Topa Equities, Ltd.), the investment vehicle and holding company for the Anderson family, founded by John E. AndersonReporting to the Chairman, oversee family office financial management including finance, accounting, treasury, investments, tax, risk management, legal and governance, M&A, and strategic financial initiatives for Anderson Holdings, and serve as an officer and/or board member of Anderson\'s portfolio companiesPreviously Chief Administrative Officer when joined in 2023Direct reporting oversight for Hawaii Coffee Company, LLC, an operating company of Anderson Holdings

Education

• Windward School

  High School

• Stanford University

  Bachelor’s Degree, A.B., Economics and Political Science (Double Major)

• UCLA Anderson School of Management

  Master of Business Administration (M.B.A.), Finance, Real Estate, and Entrepreneurship

Skills

• Economics
• Hedge Funds
• M&a Experience
• Restructuring
• Private Equity
• Capital Markets
• Financial Modeling
• Financial Advisory
• Investments
• Lbo
• Investment Banking
• Leveraged Finance
• Corporate Finance
• Mergers & Acquisitions
• Valuation