Jonathon Fitzgerald Cfa, Caia

Director, Senior Fund Manager, Asset Allocation at Mission Square Retirement

Jonathon Fitzgerald, CFA, CAIA is a Director and Senior Fund Manager at MissionSquare Retirement, overseeing target date funds, model portfolio funds, and retirement income funds. Prior to this role, Fitzgerald worked at T. Rowe Price as an Assistant Vice President and Senior Equity Portfolio Analyst. Jonathon holds an MBA in Finance from Loyola University Maryland, a BA in Business Management from Goucher College, and also studied abroad at the University of Westminster.

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Timeline

  • Director, Senior Fund Manager, Asset Allocation

    April 1, 2024 - present

  • Senior Portfolio Manager, Asset Allocation

    April, 2019

  • Portfolio Manager Asset Allocation

    March, 2017