Kirk Haldeman

About Kirk Haldeman

Kirk Haldeman is a Managing Director and the Global Head of Morgan Private Ventures at J.P. Morgan Chase & Co. Kirk and his global team provide our clients with the world\'s most compelling, unique and exclusive investment opportunities. He is based in New York. Kirk is responsible for the origination and distribution of direct investment opportunities in venture capital, growth equity, private equity, private credit and private real estate assets. In this role he has the privilege of connecting visionary business leaders with world\'s most sophisticated and forward-thinking investors. Previously, Kirk worked as the Global Head of Equity Solutions and Cross-Asset Structured Solutions. In this role he provided coverage for J.P. Morgan’s discretionary and brokerage client base, offering execution capabilities and advice in structured investments, hedging and monetization solutions, tactical over-the-counter derivative strategies, special situations, pre-IPO stock, control and restricted stock and specialized lending strategies.Prior to joining J.P. Morgan, Kirk worked as a Derivative Specialist and Portfolio Manager at Goldman Sachs & Co. in New York. He specialized in the development, construction and marketing of derivative transactions, risk management solutions and structured notes across equity, interest rate, commodity, foreign exchange and fund derivative markets. In this role, Kirk oversaw the trading of structured notes within Goldman Sachs Private Wealth Management and was responsible for the creation and portfolio management of the Beta+ platform, a family of discretionary structured note strategies.Kirk holds a B.B.A. in Finance from the George Washington University. He is also a CFA® (Chartered Financial Analyst®) charterholder.CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Experience

1. Board Member

   Stealth

   Oct 2024 — Present · Los Angeles, CA, US

Education

• The George Washington University

  BBA, Finance

Skills

• Financial Services
• Derivatives
• Structured Finance
• Financial Analysis
• Bonds
• Fixed Income
• Financial Modeling
• Financial Markets
• Trading
• Structured Products
• Asset Management
• Options
• Volatility
• Equity Derivatives
• Hedge Funds
• Financial Structuring
• Bloomberg
• Asset Allocation
• Risk Management
• Capital Markets
• Series 7
• Investments
• Equities
• Bloomberg Terminal
• Finance
• Valuation
• Securities
• Commodity
• Portfolio Management