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Jeff Feinstein

Investor at Work-Bench

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Overview

Jeff Feinstein is an investor at Work-Bench [4]. Feinstein co-founded Pinnacle Partners in 2018 as a Managing Partner [3], developing an institutional-quality Opportunity Zone platform for advisors and investors seeking tax-advantaged real estate solutions [2]. Prior to founding Pinnacle Partners, Feinstein held the position of Managing Partner at Catalyst Consulting from 2009 to 2019 [5]. Feinstein's earlier career included roles as Senior Vice President Global Sales and Alliances at Vallent from 2001 to 2007, a company later sold to IBM Tivoli [8], and Senior Vice President of Global Sales and Business Development at Metapath Software from 1997 to 2000, which was sold to Marconi PLC [9]. Feinstein holds a BA in Marketing from Washington State University's Carson College of Business [11] and completed an Executive Program Certification from Stanford University School of Business [12].

Profile introduction
Source excerptLinkedIn [2]

I co-founded Pinnacle Partners in 2018 to build an institutional-quality Opportunity Zone platform designed for advisors and investors who need tax-advantaged real estate solutions — RIAs, family offices, and clients who realize capital gains from business exits, concentrated stock positions, real estate sales and crypto appreciation. We're now in the OZ 2.0 era — permanence in the tax code. If you're an advisor, family office, or institutional allocator thinking about where tax-advantaged real estate fits in your practice or portfolio, I'd welcome the conversation.

Career history

  1. Managing PartnerJan 2019 to presentPinnacle Partners LLC
  2. InvestorJul 2016 to presentWork-Bench
  3. Managing PartnerJan 2009 to Jan 2019Catalyst Consulting
  4. AdvisorJan 2010 to Jan 2012ExtraHop Networks
  5. Senior Vice President2006 to 2007IBM
  6. Senior Vice President Global Sales and Alliances2001 to 2007Vallent (sold to IBM Tivoli)
  7. Senior Vice President of Global Sales and Business Development1997 to 2000Metapath Software (sold to Marconi PLC)
  8. Vice President / GM North America1992 to 1997Sequent Computer Systems (sold to IBM)

Education

  1. BA, Marketing1982 - 1986WSU Carson College of Business
  2. Executive Education, Executive Program Certification1995 - 1995Stanford UniversitySchool of Business at Stanford University
  3. Int. Business East West Business Relations1985 - 1985Københavns Universitet, University of Copenhagen

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