Jonas Svallin

Jonas Svallin, CFA, currently serves as the Senior Director for Quantitative Solutions and Senior Vice President at FactSet, where responsibilities include quantitative research and product development since December 2021. Prior to this role, Jonas held the position of Head of Active Equities and Managing Director at Charles Schwab from February 2012 to December 2021, overseeing the management of Active Equity products and leading a portfolio management and research team. Jonas's career also includes roles as Director of Quantitative Analytics & Research and Partner at Fiduciary Research & Consulting LLC, Head Portfolio Manager and Partner at Algert Global LLC, Quantitative Research Associate at Allianz Global Investors, and Senior Consultant at FactSet Research Systems. Educational qualifications include an MA in Economics from Brandeis International Business School, a BS in Finance from Western New England University, and additional studies at ESSEC Business School and Northwestern University - Kellogg School of Management.