Our Team

Our Team

Jay Bartelstone

Investment Banker, Xnergy, LLC

Mr. Bartelstone is currently the Managing Director of The Private Financing Group, an Investment Banking Advisory Company. The Private Financing Group, assists their clients in the strategic assessment of their business, and engages in strategic planning, capital strategy and formulation, transmittal document and preliminary due diligence activities and operating capital attainment Mr. Bartelstone has a broad and diverse operating management background having held a number of Senior Executive positions in the financial services industry. Included in these Senior Executive capacities was the supervision of domestic and international banking operations at Citicorp, New York. While at Citicorp, Mr. Bartelstone was responsible for the Bank's national expansion efforts through his project oversight for major acquisitions, involving many of the Bank's diverse financial service offerings. While stationed in New York, Jay was responsible for the overall operating management of the large branch offices in New York City as well as the Bank's check processing clearing operations with the Federal Reserve of New York. In his last position at Citibank, Jay was project manager for the Bank's acquisition and consolidation of Diners Club and Carte Blanche which resulted in the Bank's acquisition of these two companies. After the acquisition of these two companies, Jay was involved in the on going international marketing and operations for the Carte Blanche and Diners Club franchises.

At Union Bank, in Los Angeles, Ca. as Group Sector Executive, Mr. Bartelstone was responsible for strategic planning, the management of the investment management, trust, real estate, private banking and small business lending operations. Upon leaving Union Bank, upon the sale of Union Bank to the Bank of Tokyo, Jay went on to hold the Senior Executive positions of President/CEO and Vice Chairman/Chief Operating Officer of Columbia Bank and the Bank of Los Angeles respectively.

He holds a Bachelors degree from the University of Connecticut and a Masters Degree in Finance from Fordham University, in New York. Jay is a licensed Mortgage Broker. Jay also holds a Series 63 and 65 Securities License. Mr. Bartelstone is a member of North Ranch Country Club. Jay currently lives in Westlake Village, Ca. with his family.