Jonathan Adlerman, Cfa
About Jonathan Adlerman, Cfa
Jonathan Adlerman, CFA, is a Senior Manager in Valuation & Portfolio Analytics at Warburg Pincus LLC, with extensive experience in valuation services across various firms including Carta and Preferred Return. He holds a BS in Finance from Rutgers Business School and has contributed to significant revenue growth and valuation policy development in his previous roles.
Current Role at Warburg Pincus
Jonathan Adlerman serves as a Senior Manager in Valuation & Portfolio Analytics at Warburg Pincus LLC. He has been in this role since 2023, contributing to the firm's valuation strategies and portfolio management. His position is based in New York, United States, and operates in a hybrid work environment.
Previous Experience at Carta
Before joining Warburg Pincus, Jonathan worked at Carta as Senior Manager of Technical Valuations from 2020 to 2023. In this role, he was involved in developing valuation policies and training across various delivery segments. He also created new valuation methods to adapt to evolving best practices in the industry.
Career at Preferred Return
Jonathan held multiple positions at Preferred Return, which was acquired by Carta. He served as Associate in Valuation Services from 2015 to 2020 and later as Director of Valuation Services from 2018 to 2020. During his tenure, he participated in a management buy-out that led to a significant revenue increase and developed a valuation platform that strengthened relationships within the venture ecosystem.
Educational Background
Jonathan studied Finance at Rutgers Business School, where he earned a Bachelor of Science degree from 2011 to 2013. He also attended Mercer County Community College, studying Business Administration and achieving a Bachelor of Science degree from 2008 to 2010. His educational background provides a solid foundation for his career in valuation and analytics.
Early Career Experience
Jonathan began his career as an Analyst in Secondary Markets & Securitization at Caine Mitter & Associates Incorporated from 2013 to 2014. He assisted state and local housing authorities with mortgage-backed security programs, supporting affordable housing initiatives. He later worked at Gust as Manager of Equity Valuation Services from 2016 to 2018.