Jeffrey Bollerman

Jeff Bollerman is a Managing Director in the Private Capital Advisory group. Prior to joining Raymond James, he was a founding member of Houlihan Lokey’s Illiquid Financial Assets group, where he advised institutional investors seeking liquidity solutions for non-exchange-traded assets that are difficult to value and price. Mr. Bollerman has advised the sponsors of private capital vehicles or their investors, financial institutions, government agencies, creditors, or other owners with portfolio disposition plans, pricing intelligence, structuring insight, liquidity alternatives and transaction execution. 

Before joining Houlihan Lokey, Mr. Bollerman was a Director at SecondMarket, Inc., where he built and led the limited partnership trading business and designed tax-sensitive liquidity products for private partnerships. Previously, he was Head of Private Equity Product Development at Citigroup Global Wealth Management. Before Citigroup, Mr. Bollerman was a private equity and hedge fund formation attorney at Ropes & Gray. Earlier, he held an appointment in the Outstanding Scholars Program in the United States Department of Justice, Antitrust Division.

Mr. Bollerman holds a BA in History and Political Science, cum laude and Phi Beta Kappa, from Furman University. He also holds an MA in History and a JD from the University of Virginia.