Zach Jonson
Chief Investment Officer bei Stack Financial Management, Inc.
Profil
Mr. Zachary L.
Jonson, CFA MBA, is a Chief Investment Officer at Stack Financial Management, Inc. (SFM).
He joined firm in 2018.
He has over 15 years of experience in all aspects of portfolio management including equity & fixed income portfolio construction, sector research, and economic analysis.
Prior to joining SFM, he was Senior Vice President of Investment Management at an investment firm in Colorado.
He graduated from the University of Colorado with a degree in economics and earned an MBA with a concentration in finance from the University of Denver.
He holds the Chartered Financial Analyst designation.
Aktive Positionen von Zach Jonson
| Unternehmen | Position | Beginn |
|---|---|---|
Stack Financial Management, Inc.
 Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Chief Investment Officer | - |
Ehemalige bekannte Positionen von Zach Jonson
| Unternehmen | Position | Ende |
|---|---|---|
ICON Advisers, Inc.
 ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Mitglied des Investmentausschusses | 01.11.2017 |
Ausbildung von Zach Jonson
| University of Denver | Masters Business Admin |
| The University of Colorado | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Finance |
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Finance |
