The Balancing Act – The Economy, Inflation, and Fed Policy in Focus 

I am a Senior Financial Leader/ CFO and Strategic Business Partner with a strong, analytical, and entrepreneurial mindset. I specialize in breaking down silos and connecting data, teams and priorities, to create clear, actionable insights that drive results. With a strong knowledge in finance, strategy, and risk management, I focus on P&L management, using metrics to support growth, financial planning, and decision-making while identifying and mitigating risks.

My extensive background in financial services, particularly in Asset and Wealth Management, includes working with Investment Advisors and cross-functional teams across Product, Sales, Technology, and extended Global and Regional teams. My Big 4 public accounting experience has helped me build a comprehensive skill set in financial and management reporting, financial planning, strategic partnering, and finance transformation.

I have a consistent track record of progression and loyalty, having worked in both private and public global organizations. My experience also extends to having a seat at the table in Risk Management, Product, Executive Management and Board Committees.

I apply my extensive strategic business and financial skill set as an Advisory Board Member and Chairperson of the Business Development Committee, for the Financial Executives Networking Group (FENG), a 501(c)(3) nonprofit. In this role, I provide advice on business strategy, a sustainable business model, digital marketing, new services and content, strategic partnerships and thought leadership. Additionally, I serve as the Editor for the Financial Executives Journal, an online publication focused on industry insights, career growth, and professional development.

Lead Transactional & Tax Policy Strategist at Bloomberg Intelligence

Senior tax policy and transactional analyst at Bloomberg Intelligence, a platform within Bloomberg Professional Services on the Bloomberg Terminal.

I have a broad tax, policy and transactional focus. I write about international and US federal and state tax change, the OECD BEPS initiative, tax controversy, transfer pricing and tax issues related to M&A and capital markets. I also cover M&A, IPOs and other corporate transitions.

I appear on Bloomberg Radio and TV to discuss tax issues, corporate actions and policy prognostication.

Ira Jersey is the Chief U.S. Interest Rate Strategist at Bloomberg Intelligence. He provides both top-down and bottom-up perspectives on U.S. Treasury, money market and related derivative products including the impact of the Federal Reserve, Congressional policy, the Federal budget, and Treasury issuance. His work can be found at BI RATEN on the Bloomberg Terminal.

Prior to joining Bloomberg Intelligence, Ira was a Strategist for the taxable fixed income teams at Oppenheimer Funds. He spent more than decade in fixed income research at Credit Suisse Securities and RBC Capital Markets most recently as the Head of U.S. Interest Rate Strategy at Credit Suisse. Early in his career he held positions at Morgan Stanley Dean Witter and The Vanguard Group.

Jersey has an MA in Economics from New School University, NY; an MA in International Studies from the University of Birmingham, UK; and a BA in Political Science and Broadcast Journalism from The American University, DC.

On the side, Jersey is the founder and co-owner of Real Central NJ Soccer, a minor league soccer club based near Princeton, NJ. The club’s first teams play in the highest-level adult amateur men’s and women’s national soccer leagues in the country. Other adult teams play in regional and state leagues.

His volunteer pursuits include advocacy for early American heritage as former Board Chair of Crossroads of the American Revolution National Heritage Area.