Jeffrey Bardos, CEO
Jeff founded Speritas Capital Partners to help small and medium-sized businesses broaden their access to the right kind of capital.
Jeff brings 25 years of experience in the financial services industry. Jeff began his career at the NY Fed and has worked at senior levels in commercial banking, retail banking, strategic planning, liquidity risk management and regulatory affairs. Jeff has also played senior founding roles in several start-ups where he learned first-hand that access to capital is one of the most significant hurdles facing small and medium-sized businesses.
Jeff understands the need for honest, actionable advice that can be translated into a clear and concise capital action plan. He partners with business owners and executives to reach a common understanding of objectives, opportunities and risks – and helps clients develop a compelling story for potential lenders.
Our clients tell us that we’re unlike any other broker they’ve ever met, with decades of banking and deal structuring experience.
Cathleen Blood, Director of Marketing
My role at Speritas is ‘Head Storyteller’. I try to help you understand why we’re different from thousands of other brokers. Not a simple task, but made a lot easier by our great reputation and experience!
While I began my career at the New York Federal Reserve Bank, I’ve spent the past 15 years embedded in the new media and digital world. I’ve started online businesses and I continue to help organizations with their overall online presence, including website visibility, local SEO, content creation, email communications and social media.
As a perpetual entrepreneur, I understand the extraordinary devotion business owners demonstrate every day. I also understand the resource challenges you face – in particular, issues around managing people and scaling a business for growth.
Having experienced both entrepreneurial success and failures, I have a special interest in women-owned businesses and the funding challenges they continue to face despite recent advances. I’m an active participant in local women’s business development programs and networking groups, including Woman Owned Greenwich, and I welcome the opportunity to speak to women’s entrepreneurial groups about both traditional start-up funding and funding alternatives.
Even though the Women’s Business Ownership Act passed in 1988, (women could finally take out a business loan without a male cosigner), female entrepreneurs still face significant obstacles when trying to access capital. Through Speritas, I hope to build greater awareness among women of appropriate alternative (nonbank) funding sources.