JJ Figlin, CFA has a diverse background in the finance industry. Jonathan "JJ" currently holds the position of Vice President at Offit Capital Advisors, a role they have held since March 2019. Prior to their current position, JJ served as a Managing Director at Mozaic, LLC from October 2017 to March 2019, where they were responsible for overseeing and managing various projects. Jonathan "JJ" also worked at Mozaic, LLC as a Director from January 2016 to October 2017 and as a Senior Associate from November 2014 to January 2016. JJ gained valuable experience as an Associate Portfolio Manager at City National Rochdale from February 2013 to November 2014. Earlier in their career, they worked as a Financial Analyst at City National Bank from November 2010 to February 2013 and at Newmont Mining Corporation from September 2008 to November 2010. Overall, JJ Figlin, CFA has demonstrated a strong track record in the finance industry and brings a wealth of knowledge and expertise to their current role.
Jonathan "JJ" Figlin, CFA, has a strong educational background in finance. Jonathan "JJ" earned a Bachelor of Science (BS) degree in Finance from the University of Denver - Daniels College of Business, where they studied from 2003 to 2007. Following their undergraduate degree, they pursued further education by obtaining a Master of Science (MS) degree in Finance from the same institution, studying from 2007 to 2008. In addition to their academic achievements, Jonathan has also obtained the Chartered Financial Analyst (CFA) certification.
December 1, 2023 - present
March, 2019