Jonathan Kimbro Caia

Jonathan Kimbro, CAIA has a diverse work experience in the investment industry. Jonathan first served as an Investment Representative at Edward Jones in 2006 and then moved on to Prime, Buchholz & Associates where they held roles as a Senior Performance Analyst and later as an Investment Analyst from 2007 to 2014. Since 2014, they have been employed at Loomis, Sayles & Company, initially as a VP Senior Product Marketing Analyst for nearly four years, and currently as a VP Investment Director.

Jonathan Kimbro, CAIA, has a strong educational background. Jonathan earned a Bachelor of Arts degree in English from Wake Forest University, where they studied from 1998 to 2002. Later, they pursued a Master of Science in Finance at D'Amore-McKim School of Business at Northeastern University from 2012 to 2014. Additionally, Jonathan completed high school at Albuquerque Academy from 1995 to 1998.

In terms of certifications, Jonathan holds several important credentials. Jonathan obtained the CAIA Charterholder designation from the CAIA Association in November 2013. Jonathan also received the CFA Institute Certificate in ESG Investing from the CFA Institute Certificate in May 2022. Furthermore, Jonathan is a Chartered Alternative Investment Analyst, which reflects their expertise in this specialized field. Jonathan has also completed the necessary coursework for the FINRA Series 7, Series 24, and Series 66 exams administered by the Financial Industry Regulatory Authority (FINRA).