Mr. Crystal has over 30 years of experience in private equity, investment banking, hedge funds and wealth management.
From 2013 to 2019, as a Managing Director at Tricadia Capital Management (now Corvid Peak Capital Management), Jim was the portfolio manager principally responsible for Tricadia’s private equity investments in the financial services sector, overseeing funds with over $450 million in commitments and serving on various portfolio company boards. In this capacity, he identified and structured Tricadia’s investment in CV Holdings in 2015 and has been a director of the company since that time.
Prior to joining Tricadia, Jim was a Managing Director at Rockefeller & Co., one of the largest multi-family offices and a predecessor firm to Rockefeller Capital Management, where he designed custom alternative investment portfolios for large clients and served as portfolio manager of the firm’s proprietary alternative investment vehicles from 2008 to 2013. Prior to joining Rockefeller, he was a Senior Managing Director and a Portfolio Manager of a hedge fund at Bear Stearns Asset Management.
From 1997 to 2004, Jim was a Senior Managing Director at Bear, Stearns & Co., serving approximately five years in the Investment Banking Department and two years in the Asset-Backed Investments Group. Before joining Bear Stearns, he was a Director at predecessor companies to UBS Investment Bank from 1988 to 1997.
Mr. Crystal received his B.A. magna cum laude from Yale College and an A.M. from Harvard University.