Jonathan has over 18 years’ experience in financial services in New York, London and Sydney. Jonathan’s role includes providing asset allocation and investment recommendations to InvestSense clients and is part of the investment committee.

Jonathan’s previous experience as a Senior Asset Consultant with van Eyk Research involved providing dealer groups and financial planners with asset allocation and manager selection advice. In this capacity, Jonathan had primary responsibility for the management of over AUD500 million of assets under advice. During this time, Jonathan was a regular contributor to various financial services publications, including AFR’s Asset magazine and The Australian.

Prior to moving to Australia, Jonathan was a Vice President with Lyxor Asset Management’s fund-of-fund division in New York, where he conducted research on over 100 hedge funds in North America and Europe.

Jonathan’s stint in fund manager research came after many years of trading experience that culminated in a Junior Portfolio Manager role with Societe Générale Asset Management’s Alternative Investments division. In this capacity, Jonathan advised senior portfolio managers on strategies, trades, allocation of risk and capital, conducted statistical research and testing of new trading ideas, and executed trades. During this time, Jonathan’s team won the Hedge Funds Review’s 2009 European Performance Award for Best Volatility Arbitrage Hedge Fund and EuroHedge’s 2008 Award for Best Convertible & Volatility Strategy. Jonathan holds a Bachelor of Science (majoring in Finance) from Yeshiva University in New York.