Jonathan is a member of Newton’s equity research team and is the lead portfolio manager for the Blockchain Innovation strategy. Jonathan is a senior research analyst in the Secular Pod. His coverage responsibilities include fintech, payments and software companies.
- Joined industry
- 2003
- Joined the Group
- 2006
Topics of expertise
Jonathan joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Jonathan was a senior research analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). Prior to joining BNY Mellon, Jonathan was a member of the investment team at Commonfund Capital, where he identified and evaluated private equity and venture capital opportunities on behalf of endowments and foundations. He began his career as an analyst with UBS’s healthcare investment banking group.
Jonathan earned a BA in Economics from Dartmouth College and an MBA from MIT Sloan School of Management. He received his CFA1 designation in 2005 and is a member of the CFA Institute.
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