Jeff Sica

About Jeff Sica

With more than 30 years in the financial industry, I have learned that investors seek diverse investment strategies that include more than just the public markets (or stock and bond markets). So, in the summer of 2014, I launched Circle Squared Alternative Investments LLC to fill that need and help provide investors with reduced volatility and broader investment choices, primarily in private equity real estate deals. At Circle Squared, our team identifies, and sources opportunities that high-net-worth clients are interested in that were previously only available to more prominent institutional investors. We call it investing in the “real economy.” By joining our community, we can give you access to our highly credentialed group of investment consultants and managers whose insights and ideas inform each and every investment opportunity we recommend. As a result, you will receive the guidance and support you need to help you feel confident that your choices fit within your investment profile and are right for you.In addition, my knowledge and perspective are often featured on news programs and in various publications where I share insights that cover a broad range of investing, personal finance, and alternative investment topics, primarily real estate. You can catch me most Mondays on the top-rated Fox Business Network show Varney & Co, as well as on Bloomberg News, CNBC, and in The Wall Street Journal, Reuters, the Financial Times, and other publications.Want to be a part of our community? Contact me today.Circle Squared Alternative Investments20 Community Place Suite 7 | Morristown, NJ. 07••••••••40Follow Circle Squared Alternative Investments LLC on LinkedIn, Twitter, and Facebook to see highlights from my media contributions.

Experience

1. Chief Executive Officer Chief Investment Officer

   Circle Squared Alternative Investments

   Aug 2014 — Present · Morristown, NJ, US

   Jeff Sica is the Founder, President, and Chief Investment Officer of Circle Squared Alternative Investments LLC.Jeff launched Circle Squared in 2014 to reinvent the way affluent, high net worth individuals and their advisors invest — by opening access to non-traditional opportunities based in the real economy. Dissatisfied with the market at the time, Jeff envisioned a platform of unique alternative investment products, comprehensive advisor support, and simple investor education, all while addressing the growing demand for non-correlated strategies.Jeff draws from twenty successful years’ experience as a financial advisor to bring creative alternatives to a wider range of investors. Throughout his career, Jeff has assisted in the development of investment strategies in private equity, venture capital, and real estate. He has also advised clients from the entertainment industry in developing, funding and executing entertainment ventures with several successful projects in film and music.Jeff continues to serve as president and chief investment officer for Sica Wealth Management LLC, founded in 2010, and helps oversee and consult on more than $1 billion in assets under advisement. Previously, Jeff held senior positions as managing director at Wachovia/Wells Fargo Advisors and vice president at AG Edwards. As a commentator, Jeff is a frequent guest on financial news networks including Fox Business, CNBC, and Bloomberg, and is regularly featured in print and online media including The Wall Street Journal, Financial Times, Thomson Reuters, and The Street. He blogs for Forbes, publishing his own column, “Sound Off.”