Jonathan L.

Jonathan L. has over 10 years of experience in the financial industry. Jonathan currently holds the position of Director, Short Duration Investments at New York Life Investments since August 2022. Prior to this, they worked at UBS as an Associate Director, Investment & Execution from July 2018 to July 2022. Before UBS, Jonathan was an Assistant ALM Portfolio Manager at Sumitomo Mitsui Trust Bank from January 2014 to June 2018. Jonathan began their career at Neuberger Berman as a Middle Office Analyst in April 2011 and held this position until January 2014.

Jonathan L. holds a Bachelor of Business Administration (BBA) degree in Finance & Investments from Baruch College. In addition to their degree, they have obtained several certifications, including a Chartered Financial Analyst (CFA) certification from the CFA Institute. Jonathan has also completed courses in Data Cleaning and Analysis, Machine Learning Fundamentals, and SQL Fundamentals from Dataquest.io.