Jonathan D. Shapiro, CPA

CEO, Founder

Jonathan D. Shapiro - CEO, Founder of Momentum Capital Investments

Strategic executive with 20 years’ experience in operations, customer service, and business development.  Solid track record of success with focus on improving and growing companies.  Enthusiastic, hands-on leader with strong interpersonal and communication skills.  Goal to foster a creative and interactive culture at each business.  Detail-oriented and highly organized with analytical approach and continuous improvement philosophy.

Experience:

  • Operations:

    • Built and led 10+ companies across investment, software, service, and consumer products industries

    • Strong focus on platinum-level customer service and efficient and effective business development

    • Co-Founder, President, CFO of thriving global mobile software firm

    • 5+ years operating multi-state landscaping service firm

    • CFO of several software firms

    • Co-founded several businesses

    • Built and led many teams up to 50 with focus on culture, training, productivity with ‘owner’ mentality

  • Private Equity:10+ years as Operating Partner at highly successful family office multi-fund private equity firm

  • Venture Capital: Manager of seed and venture fund

  • Investment Banking: UBS Investment Bank in London and New York

  • Board: Served on numerous corporate boards as active member and usually as Audit Chair and Treasurer

  • Transaction Experience: Executed 100+ transactions

    • Raising capital ($1M-$9B)

    • Buying and selling businesses ($5M-$18B)

    • Underwrote 40+ fixed income products ($3M-$50M)

Education:

  • Dual MBA degrees. Sponsored by UBS Investment Bank

    • Columbia Business School

    • London Business School

  • MS in Accounting. Lubin Business School at Pace University

  • BS in Computer Science. Rutgers University: Magna Cum Laude, Phi Beta Kappa.  Graduated in 3 years

Certifications:

  • CPA 

  • CFA (2003-2018)

Awards:

  • 2017 CFO of the Year Finalist for San Diego 

  • 2017, 2016 List of Best Companies to Work in US 

  • 2017, 2016 List of Best Companies to Work in San Diego 

Enjoy hiking (Everest Base Camp, Machu Pichu), triathlons (70.3 and Olympic), and marathons (Philly, NYC), voracious reader, golf, and self-improvement

Traveled to 40+ countries; Worked in Europe for several years

Married with wonderful wife, amazing son and daughter, and energetic golden-doodle

©2017 BY MOMENTUM CAPITAL INVESTMENTS

San Diego, CA 

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