Founders Bring Decades of Expertise in Building Successful Financial Institutions and Driving Strategic Growth Across Public and Private Markets and Wealth Management
Backed by Renowned Investment Management Entrepreneurs, Including Henry Swieca, Howard Fischer, and John Brice
Offers a Comprehensive Suite of Investment, Tax Strategy, Estate Planning, Philanthropy, and Family Office Services
Collaborative Capital Advisors (“Collaborative Capital”) today announced the launch of its business as a technology-forward SEC-registered investment advisor serving ultra-high-net-worth families, individuals, and entrepreneurs seeking differentiated, tailored wealth solutions, including high-quality private and public investment opportunities, tax strategy, estate planning, philanthropy and family office services. The firm’s comprehensive suite of services will be delivered with a high-touch and personalized experience, and a deep understanding of the unique challenges and opportunities faced by its client base, which includes billionaire investor, Henry Swieca, Co-Founder of Highbridge Capital Management and Founder of Talpion Fund Management, and John Brice, Co-Founder, Previous President, and CIO of CarVal Investors LLC (now AB CarVal).
Built by financial professionals for financial professionals, Collaborative Capital’s approach is rooted in providing differentiated, bespoke offerings for its clients through a range of disciplines that support long-term financial and personal well-being. The firm was founded by Co-Chief Executive Officers Nathan Romano, former President of Atalaya Capital Management and York Capital Management, respectively, and Goldman Sachs executive, and Jonathan M. Bergman, former President of multi-family office TAG Associates, and Chief Operating Officer Charles Friedberg, an entrepreneurial investment management and fintech executive with proven experience in scaling financial service and technology businesses. Together, the founders have been responsible for more than $50 billion of alternative investments and have an average of 30 years of experience building successful financial institutions and seeding innovative companies in the alternatives and fintech sectors.
Collaborative Capital has also received the support of seasoned, global financial leaders including:
- Adam Caplan – President, Altimetrik AI
- Barry Cohen – President of Elysium Management LLC and Senior Advisor to Apollo Global Management
- Howard Fischer – Founder, Basso Capital Management and Gratitude Railroad
- Ed Newberry – Global Managing Partner, Squire Patton Boggs
- Raj Shourie – Former Co-Head Distressed, Oaktree Capital Management
“We are launching Collaborative Capital to capitalize on an attractive opportunity to offer white-glove wealth management services to ultra-high-net-worth individuals and families with diverse backgrounds, ranging from young tech-focused entrepreneurs to established entrepreneurial families focused on legacy planning,” said Nathan Romano, Co-Chief Executive Officer. “As demand for customized portfolio solutions continues to grow – including targeted public and private opportunities, access to proprietary direct investments, and meticulous manager selection and diligence – we believe our deep and broad expertise, combined with industry leading talent, positions us to deliver personalized solutions that go beyond core support in financial management, philanthropy, and estate planning to meet the evolving needs of our clients.”
“Collaborative Capital’s founders each bring nearly 30 years of investment and wealth management experience to the firm. Together, we are committed to building a technology-forward, modern wealth management and advisory firm that meets the growing demand for superior wealth tech capabilities while delivering institutional-quality investments and exceptional client services. We’re excited to embark on this journey,” said Jonathan Bergman, Co-Chief Executive Officer.
Nathan P. Romano
Nathan Romano is the Founder and Co-CEO of Collaborative Capital Advisors. He brings a proven track record of leadership in the alternative asset management and banking sectors. Most recently, he served as President of Atalaya Capital Management. Previously, Romano served as President and Chief Operating Officer of York Capital Management. Earlier in his career, he held senior roles at Goldman Sachs, Credit Suisse, and Bear Stearns, helping to drive the evolution of the integrated banking model as the head of One Bank at Credit Suisse and the development of the One Goldman Sachs effort. He earned an MBA with honors from the Wharton School at the University of Pennsylvania and was a walk on for the tennis team at the University of Southern California, where he majored in finance and entrepreneurship.
Jonathan M. Bergman, CFP®
Jonathan Bergman is the Founder and Co-CEO of Collaborative Capital Advisors. He has nearly 30 years of experience advising ultra-high-net-worth families. Previously, he served as President of TAG Associates, a multi-family office, and as Chief Investment Officer of Palisades Hudson Asset Management. Bergman is a member of the Advisory Board of MissionOG, a growth equity firm specializing in the financial services sector, and the Ultra High Net Worth Institute, a nonprofit think tank empowering advisors serving wealthy individuals and families. He earned his BBA from the University of Wisconsin-Madison.
Charles P. Friedberg, CFA
Charles Friedberg is the Founder and Chief Operating Officer of Collaborative Capital Advisors. Previously, Friedberg was Co-Founder and COO of Mobilize Capital Partners, a private markets impact investment firm, Co-Founder, President and COO of Argentem Creek Partners, an emerging markets corporate distressed debt and special situations firm, and Managing Director at Angelo Gordon Advisors, the wealth division of Angelo Gordon and Co. He earned his CFA in 1998 and studied Finance at Lehigh University.
