Jonathan has spent his entire career in the investment management industry. He has extensive experience as an equity analyst and portfolio manager, and has worked in both quantitative and fundamental research disciplines. He has managed accounts for individual investors, institutional clients, and high-net-worth families.
Prior to obtaining his MBA, he was with Fidelity Investments and then Putnam Investments in Boston. He joined Invesco after earning his degree, and has worked in their Atlanta, Boston, London, and Houston offices. He co-managed the Invesco Diversified Dividend Fund, helping grow assets under management from $250 million to over $10 billion. The fund was cited numerous times in The Wall St. Journal as a ‘Category King’ for having superior performance.
Jonathan earned his MBA from the Kellogg Graduate School of Management at Northwestern University in 2001, and a BA in history and philosophy from Dartmouth College in 1993. He is also a CFA charterholder.”