Business Details
39 Years
experience
Your Trusted Partner for Investment Solutions
Rafferty Holdings has built a legacy of success across multiple industries through enduring partnerships, deep industry expertise, and disciplined execution. Founded in 1987, we have evolved from a securities firm into a diversified holding company with a focus on financial services, asset management, real estate, and private equity investments. Our team brings decades of experience in growing businesses, combining operational leadership with strategic capital allocation to generate long-term value.We prioritize innovation, excellence, and a family-like culture, partnering with exceptional teams to transform early-stage ideas into impactful enterprises. With a patient, long-term approach, we deliver risk-adjusted returns across market cycles while maintaining a strong commitment to client satisfaction and ethical standards.
Services
Investment Management
Asset Management
Private Equity
Real Estate Investments
Financial Advisory
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of experience in private equity and asset management.
- Our team provides strategic guidance and operational expertise to scale businesses.
- We maintain a diversified portfolio spanning financial services, real estate, and technology.
- Our long-term approach prioritizes sustainable growth and risk-adjusted returns.
- We partner with exceptional entrepreneurs to transform innovative ideas into market leaders.
Services
Investment Management
We provide tailored investment management services, leveraging global macro trends and disciplined security selection to create growth opportunities. Our approach combines asset allocation expertise with risk management to deliver results across market cycles. Clients benefit from customized solutions designed to meet specific financial objectives while maintaining transparency and accountability.
Private Equity
Our private equity division identifies and invests in high-potential businesses, offering capital and strategic guidance for scalable growth. We focus on sectors like fintech, AI, and consumer goods, partnering with visionary entrepreneurs. Through active ownership and operational support, we help companies achieve market leadership and sustainable success.
Real Estate Investments
Rafferty Real Estate targets multi-family residential value-add opportunities in key U.S. markets. We employ a data-driven approach combining macroeconomic analysis with local market insights to identify undervalued assets. Our strategies focus on property repositioning and operational improvements to maximize returns while mitigating risk.
Financial Advisory
We offer comprehensive financial advisory services, guiding clients through complex investment decisions and wealth management strategies. Our team combines industry expertise with personalized service to develop tailored solutions. Whether for institutional investors or high-net-worth individuals, we prioritize long-term financial security and growth.
Asset Management
Our asset management services focus on optimizing portfolio performance through strategic capital deployment and active risk management. We manage diverse assets across equities, fixed income, and alternative investments, emphasizing transparency and client collaboration. The goal is to achieve consistent returns while aligning with individual risk profiles and financial goals.
People
Michael L. Rafferty
Chairman & CEO
Chairman & CEO with decades of experience in finance and business growth. Former Merrill Lynch bond trader who founded multiple successful operating businesses. Active investor in early-stage companies through Raff Ventures and involved in several nonprofit organizations.
Seth Waugh
Chairman
Chairman of the Board with a distinguished career in global finance and leadership roles. Former CEO of PGA and Deutsche Bank Americas. Serves on multiple corporate and nonprofit boards, including Franklin Templeton Advisors and 9/11 Memorial & Museum.
Barbara Martens
Chief Operating Officer
Chief Operating Officer overseeing regulatory compliance. Joined Rafferty Holdings during its formation and brings experience from Glass Capital Management. Graduated from Iona College with a B.S. in Political Science and has extensive operations management expertise.
Craig O'Neill
Chief Investment Officer
Executive Vice President and CIO with a 20-year track record in institutional finance. Former partner at CDM and leader in launching Rafferty Capital Markets' Prime Brokerage business. Specializes in equity research, sales, and trading strategies.
Michael Daly
Managing Director
Managing Director of Rafferty Real Estate with 35+ years in real estate development and investment. Previously led acquisitions and development in major markets, executing transformative projects across office, multifamily, and mixed-use sectors. Expert in complex transaction structuring.
Questions
What industries does Rafferty Holdings invest in?
We focus on financial services, asset management, real estate, private equity, and technology-driven sectors.
How does Rafferty Holdings approach investment strategies?
We combine disciplined capital allocation with operational expertise to build long-term value across market cycles.
Can early-stage companies apply for funding?
Yes, through Raff Ventures, we invest in high-potential early-stage businesses with scalable models.
What is Rafferty Real Estate's focus?
We specialize in multi-family residential value-add opportunities in the Northeast and Mid-Atlantic regions.
