Jonathan Kasen

Jonathan Kasen is a seasoned investment professional with extensive experience in portfolio management and equity research. As Co-Owner of Harbor Sweets, Inc. and Hilliards Chocolates, and Managing Member of Shaker Valley Capital Partners since 2021, Jonathan demonstrates entrepreneurial expertise alongside investment acumen. Previously, Jonathan worked at Fidelity Investments from 2006 to 2020 as a Portfolio Manager on the Fidelity Stock Selector Large Cap Team, overseeing energy sector investments and leading research for domestic equity sectors. Earlier experience includes roles as a Research Analyst at Hellman Jordan Management Company and a Summer Research Analyst at Fred Alger Management. Jonathan holds an MBA from USC Marshall School of Business and a Bachelor's degree in Finance from Boston College, complemented by studies at The London School of Economics and Political Science.