James Lerner
President at William P. Gelberg, Inc.
Profile
James Lerner is currently the Director at Complect, Inc. and the President at William P.
Gelberg, Inc. He was previously a Director at Atlas Arteria Ltd.
from 2019 to 2022 and a partner at Yossarian Capital Partners LLC from 2016 to 2021.
He received his undergraduate degree from the University of Melbourne in 2007.
James Lerner active positions
| Companies | Position | Start |
|---|---|---|
| William P. Gelberg, Inc. | President | 01/07/2023 |
Complect, Inc.
 Complect, Inc. Internet Software/ServicesTechnology Services Complect, Inc. is an American company that assists investment advisers in managing their compliance programs. The private company helps RIAs integrate compliance seamlessly into their daily operations. | Private Equity Investor | 01/04/2018 |
Former positions of James Lerner
| Companies | Position | End |
|---|---|---|
| ATLAS ARTERIA LIMITED | Private Equity Investor | 31/07/2022 |
Yossarian Capital Partners LLC
 Yossarian Capital Partners LLC Investment ManagersFinance Yossarian Capital Partners LLC (Yossarian Capital Prtnr) is private equity firm founded in 2014. The firm is headquartered in New York, United States. | Private Equity Investor | 31/12/2021 |
Training of James Lerner
| University of Melbourne | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ATLAS ARTERIA LIMITED | Transportation |
| Private companies | 3 |
|---|---|
| William P. Gelberg, Inc. | |
Yossarian Capital Partners LLC
Yossarian Capital Partners LLC Investment ManagersFinance Yossarian Capital Partners LLC (Yossarian Capital Prtnr) is private equity firm founded in 2014. The firm is headquartered in New York, United States. | Finance |
Complect, Inc.
Complect, Inc. Internet Software/ServicesTechnology Services Complect, Inc. is an American company that assists investment advisers in managing their compliance programs. The private company helps RIAs integrate compliance seamlessly into their daily operations. | Technology Services |
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