Jonathan Lejuez

Jonathan Lejuez, CFA has extensive work experience in investment banking and advisory roles focused on infrastructure software and cyber security. Jonathan currently holds the position of Managing Director at D.A. Davidson Companies, where they specialize in these areas. Prior to this, Jonathan worked at KeyBanc Capital Markets as part of their software investment banking team, where they successfully completed various financial advisory transactions. Before joining KeyBanc, they worked at Mooreland Partners, specializing in technology investment banking, M&A, and private placements.

Jonathan Lejuez, CFA, holds a Bachelor of Science degree in Accountancy and Finance from Providence College. In addition to their educational background, they are also a CFA Charterholder, indicating their expertise in investment analysis and portfolio management. Furthermore, they possess a pending/inactive CPA License from the California State Board of Accountancy and has completed certifications such as FINRA Series 63 and FINRA Series 79, which further enhance their qualifications in the financial industry.