Jonathan Mogil

Jonathan Mogil, CFA has a diverse work experience spanning various roles in the finance industry. Jonathan is currently serving as the Chief Financial Officer at Fennel, a mobile investing app. In this role, they are involved in finance, product development, corporate strategy, data analysis, quantitative investment analytics, and software development.

Prior to their current position, Jonathan worked as a Consultant at Boston Strategies International and as a Consultant/Advisor at Anduril Partners. Jonathan also pursued further education at the Harvard Business Analytics Program, where they focused on Applied Quantitative Finance and Machine Learning.

Jonathan has extensive experience in equity analysis and portfolio management. Jonathan served as a Senior Equity Analyst at Foresters Financial and later as a Senior Equity Analyst/Portfolio Manager at Columbia Threadneedle Investments, US. Additionally, they worked as a Portfolio Manager/Principal at 360 Global Capital and as a Portfolio Manager within the proprietary equities group at J.P. Morgan.

Earlier in their career, Jonathan held the position of Senior Vice President at Brencourt Advisors, where they worked as both a Portfolio Manager and Senior Analyst. Jonathan also served as the Managing Member at HM Energy Capital.

Throughout their career, Jonathan has demonstrated expertise in the energy and utility sectors, with a focus on global markets. Jonathan holds the Chartered Financial Analyst (CFA) designation, indicating their strong knowledge and skills in investment analysis and portfolio management.

Jonathan Mogil, CFA has a strong educational background in finance and business analytics. Jonathan completed their Bachelor of Commerce degree in Finance from McGill University. Following that, in 2019, they obtained a certification in Python for Data Science from edX. In 2020, they enrolled in the Harvard Business Analytics Program and successfully completed it.

In terms of additional certifications, Jonathan received the Chartered Financial Analyst (CFA) Charterholder designation from the CFA Institute. Jonathan also achieved certifications in Analyzing Data with Python from IBM through edX and a Guided Tour of Machine Learning in Finance from New York University. Additionally, they accomplished the CFA Institute Professional Learning Program 15-Year Milestone recognition.

Jonathan also held licenses for Series 7, 55, and 63, which have expired.