Jeff Werner is a full-time business advisor and investor. He is a sought-after mentor and consultant, assisting with capital acquisition, expansion strategies and resource allocation. His expertise includes identifying problems, and offering creative solutions in order to efficiently and effectively resolve those problems. He assists early stage businesses with strategic development and tactical maneuvering. Jeff can serve as a company’s operations and/or financial advisor until the company is positioned to hire its own C-level executives.
Jeff is particularly respected and valued for his approachable manner, positive demeanor and rare, hands-on, “roll up your sleeves and get to work” ethic. What makes him particularly distinguished in this field is his holistic approach. He recognizes that each business is a unique entity, with variables that differ according to the personalities, goals and challenges of that business. He takes the necessary time to forge relationships and form personal connections with founders and other personnel, which allow for a greater fuller understanding of a company’s vision while also respecting and honoring the values of its life-blood. This broad-spectrum vision enables him to home in on the particulars without ever losing sight of the people behind the numbers.
Jeff’s client portfolio includes a select group of Hudson Valley start-ups. Additionally, he serves on company advisory and director boards with companies such as Our.News and Orto Foods, Inc., and is a managing member of the Hudson Valley Startup Fund, a member-managed seed capital fund. In this capacity he mentors entrepreneurs, and assists companies seeking seed-stage capital through the angel-funding process. As a founding partner of Cheerity, a social media-based technology company in New York, Jeff provided expertise in strategic planning and investor relations. Today, as an esteemed member of Cheerity’s Board of Directors, he functions as an invaluable advisor.
Prior to founding The Field Group, Jeff managed his own audio/visual business for over 22 years. He sold the company in 2015 and went on to successfully build his second career as an active angel investor.
Jeff holds a Bachelor’s Degree in Business Administration with a focus on entrepreneurship from Pace University, NY. In his free time, Jeff enjoys personal development, learning about philosophy and metaphysics, collecting comic books, playing his bass guitar, and enjoying his family and property in Garrison, NY.