Jonathan Terlizzi

Jonathan Terlizzi has over two decades of experience in investment management and operations, with significant roles at Morgan Stanley Investment Management, where positions included Manager of Fixed Income Middle Office and Global Head of Data Operations. Key achievements include defining support models for fixed income businesses, managing performance reporting for clients with substantial assets, and overseeing outsourced middle office functions. Prior experience at Van Kampen Investment Advisory Corp involved portfolio analysis and pricing processes. Currently, Jonathan serves as a Senior Manager at Vanguard. Jonathan holds a Bachelor of Science in Business Finance from Miami University.