Members Trust Company
Jonnathan De Jesus, CFA, has extensive experience in portfolio management, currently serving as the VP, Head of Portfolio Management at Members Trust Company since December 2014. In this role, Jonnathan oversees the Portfolio Management Team and has retained responsibilities as VP, Senior Portfolio Manager, and Performance Officer, managing digital platforms and third-party assets. Prior to this, Jonnathan worked as an Equity Analyst for the University of South Florida Student Managed Investment Fund, analyzing stocks and presenting findings to committees, and as an Actuarial Intern at Transamerica, focusing on data analysis for life insurance products. Jonnathan holds a Bachelor of Science in Finance from the University of South Florida, earned in 2015.
This person is not in any teams
Members Trust Company
Say hello to the trust and investment firm where doing the right thing is more than just our thing, it’s our mandate. Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America’s Credit Unions. With over $4 billion in assets for 40+ credit union partners (as of 12/31/2022), Members Trust Company has been nationally recognized for investment strategies that manage both risk and return, even in a recession.