Empowering Families, Building Legacies
We are your trusted partner in building a strong financial future for your family.
Empowering Families, Building Legacies
We are your trusted partner in building a strong financial future for your family.
Meet Our Founder
Jackson Peddy - Principal
Given Mr. Peddy's experience in private markets, family offices, and alternative investments, I see a strong fit in working with several areas:
- COO & CFO Services – Providing interim finance and accounting support, staff oversight, and internal controls review tailored to investment firms.
- Investor & Board Engagement – Developing compelling presentations, financial models, and key performance metrics to support fundraising and investor relations.
- FP&A & Strategic Advisory – Analyzing fund performance, optimizing capital structures, and tracking custom KPIs for alternative investment strategies.
- Operational & Technology Solutions – Advising on software integration, workflow automation, and financial reporting enhancements to improve efficiency.
- Capital & Deal Structuring – Assisting with debt/equity financing, due diligence, and bespoke accounting projects to support growth initiatives.
Additionally, Mr. Peddy's background in knowledge management, human capital management, and retained executive search allows me to provide strategic insights on talent acquisition, leadership development, and organizational design—critical elements for scaling investment firms effectively.
Beyond direct sales and capital-raising expertise, Mr. Peddy has advised portfolio companies and C-suite executives on go-to-market strategies, investor relations, and operational efficiencies—aligning revenue growth with long-term business objectives.
A former collegiate athlete and National Championship-winning tennis player at Lynn University, Mr. Peddy brings the same competitiveness, discipline, and results-driven mindset to every deal, ensuring success in high-stakes, fast-paced environments.
Our Services
Family Office Services: Katonah Ridge Partners collaborates with various single and multi-family offices, as well as financial intermediaries, to attract investors and orchestrate deals.
Business Advisory Services: Katonah Ridge Partners collaborates intimately with family and founder-owned businesses to apply best practices that enhance value for impending liquidity events, all while meticulously maintaining the family's ownership and the company's culture.
True Strategic Advisors: Partnering with families, we develop personalized strategies to secure your financial future and build a lasting legacy. Outsourced Katonah Ridge specializes in providing outsourced CoS services to family foundations and single/multifamily offices. Our team of experienced professionals is dedicated to helping you achieve your goals, streamline your operations, and enhance your overall effectiveness.
Why Choose Us
Beyond Traditional Wealth Management: Your wealth embodies your family's values and aspirations. We go beyond managing assets.
Our Heritage as Strategic Advisors: Partnering with families, we develop personalized strategies to secure your financial future and build a lasting legacy.
Your Steadfast Advocates: Client advocacy is our core principle. We guide you through life transitions and future planning with clarity and support.
Building a Brighter Future: We empower families to make informed decisions, ensuring a smooth transition for future generations.
Causes We Care About
