Jonathan Shiffer

Jonathan Shiffer has extensive experience in the investment and financial management industry. Jonathan has held various leadership roles throughout their career, including Chief Investment Officer, Head of Portfolio Management, Director of Research, and Chief Executive Officer. Jonathan has worked for companies such as Freedom Advisors, Journey Capital Advisers, LLC, Jackson National Asset Management, LLC, Rushmore Investment Advisors, RIA, and First Union Securities. Throughout their career, they have successfully managed complex objectives, developed and implemented new investment strategies, and built and maintained businesses. Jonathan has a strong background in portfolio management, research, and developing tailored investment programs.

Jonathan Shiffer obtained an MBA in Finance/International Management and a Bachelor of Science in Business Finance from The University of Texas at Dallas. Jonathan also holds a certification in CIMA from the Investment Management Consultants Association, obtained in 2002.