As Director of Private Strategies and Principal, Jonathan is responsible for manager selection, due diligence and oversight of hedge fund, private equity, real estate, infrastructure, and other non-public strategies, as well as managing client investment portfolios. He is a member of The Colony Group’s Investment Committee.
Previously, Jonathan was an Investment Analyst at Prosper Advisors, where he focused on investment research, due diligence, portfolio construction, and analysis and served on the firm’s investment committee. Before Prosper, he held an analyst role at an institutional asset management company based in New York. There, he assisted in fund development focused primarily on opportunities in leveraged loans, asset-backed securities, and structured credit.
Jonathan holds a B.A. in economics from Bucknell University and is a CFA Level III candidate. He is based in The Colony Group’s New York City office.
With public equity valuations at historic highs and traditional fixed income yields at historic lows, investors may need to seek new sources of return to meet their targets. Many...