Fixed Income Research
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As Vice President of Fixed Income Strategies and a Principal at The Colony Group, Jonathan leads the firm’s fixed income strategies and underlying research and analytical processes. He also directs the management of fixed income portfolios, tailoring positions to achieve capital preservation and income production consistent with each client’s goals.
Jonathan has more than 15 years of industry experience and is a Chartered Market Technician. Before he joined The Colony Group, he was a portfolio manager and analyst at Wilmington Trust where he focused on both fixed income and equity portfolio construction. He also managed client relationships for many of the company’s high net worth individual and family clients. Jonathan has also served in trading and institutional investment services positions at Stone Securities, Fidelity Investments, and Putnam Investments, having held NASD Series 6, 7, 24, 55, and 63 licenses.