The Freedom Opportunity Fund is managed by Freedom Family Office, LLC, a multi-family office and registered investment advisor. The principals of Freedom Family Office have over 75 years of combined experience in investment management.
The fund offers investors access to a number of private market investments including:
Peter Culver, J.D. has over 25 years of experience in wealth management. After graduating from Yale University and the University of Connecticut School of Law, Peter practiced law in New York City and Connecticut for 12 years. His law practice led him into the wealth management field, where he represented trust companies and other financial institutions. He then served as Co-Founder and President of Sachem Trust, located in Greenwich, CT and later as President of State Street Bank and Trust Company of CT. For 14 years, he served as Senior Wealth Director at BNY Mellon in New York City.
Noah is a 3rd generation CPA; he minored in philosophy and has always approached life holistically. When he began his own career in forensic accounting, Noah specialized in helping families cope with divorce. He encountered entrepreneurs that ultimately prioritized their desire for success over the needs of their partners, resulting in divided wealth and lackluster portfolios. Noah went on to create the world’s first family office for divorced women, where he focused on the transition of being a financially stable spouse to a new reality of being solely responsible for investing, budgeting, taxes, and estate planning. His skill of translating complex issues into straightforward lessons became invaluable as his clients became more confident in their decision-making. In his experience, money offers choices, but not happiness. In order to achieve freedom, he believes we need to develop healthy relationships with those around us.
Kyle is the Chief Investment Officer at Freedom Family Office. He began his financial career as a trader for Fidelity Investments in 2007 after graduating from the University of Florida and right before the beginning of the Global Financial Crisis. Kyle's expertise and experience led him to an opportunity at J.P. Morgan, where he spent several years for working with ultra-high net worth clientele in Palm Beach, FL. He has his Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. In addition to being a published author and adjunct professor teaching financial planning courses, he also is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®).
Ron Rosenfarb is the Founder and Chief Operating Officer for Freedom Internet Group, Inc. (FIGI) and Freedom adVentures, Inc., which provides services to Freedom's portfolio of companies. Ron was a partner at the Rosenfarb Law Firm and also worked at Rosenfarb LLC, a forensic accounting firm. Ron specialized in case strategy, research, and legal consultation.
Daniel Perez graduated from Brigham Young University with a degree in accounting. Daniel began his professional career as a trader at Fidelity Investments. After spending a decade in various accounting positions, Daniel took the leap to become an entrepreneur. He built a 100-employee business process outsourcing firm.Daniel is the Chief Financial Officer of Freedom adVentures, Inc., which provides services to Freedom's portfolio of companies.
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