Invests in
Locations:
Min Investment:
$50,000.00Max Investment:
$200,000.00Target Investment:
$125,000.00
Skills
Education
Lists including Jonathan
Work Experience
2020
Senior Principal
2020
2021
Limited Partner
2021
2016 - 2020
Investment Banker
2016 - 2020
2015 - 2015
Investment Banking Summer Associate
2015 - 2015
Chief Strategy Officer
2013 - 2014
2012 - 2013
Project Management Business Analyst
2012 - 2013
2011 - 2012
Project Management Associate
2011 - 2012
2006 - 2011
Associate Strategist
2006 - 2011
2005 - 2006
Private Wealth Management Analyst
2005 - 2006
• Examined the market to determine the exchange-traded funds that would improve client portfolios • Researched information from financial analysts to determine the approach for the upcoming year’s portfolio strategy, by understanding select industry sectors, and opportunistic areas within emerging markets and alternative investments