Jonathan London, CFA has a strong background in the finance industry. Jonathan currently works as a Vice President, Product Specialist at Virtus Investment Partners. Prior to this, Jonathan held the position of Client Portfolio Manager at DWS Group, where they represented the firm's equity capabilities to internal distribution teams and clients. Before that, they served as a Senior Portfolio Manager and Partner at Wilde Capital Management, where they managed multi-asset portfolios, developed business opportunities, and achieved significant growth in assets under management. Jonathan also has experience at UBS Financial Services, where they held various roles including Executive Director, Portfolio Manager and Director, Product Manager. At UBS, they managed a portfolio of funds and separately managed accounts, conducted due diligence, and handled asset allocation. Jonathan's earlier experience includes a role as Vice President, Finance at New York Life Investment Management. Overall, Jonathan London's work experience demonstrates their expertise in portfolio management, client relations, and business development.
Jonathan London, CFA completed their B.A. in Economics at Dartmouth College from 1986 to 1990. Jonathan then pursued an MBA with distinction in Finance at NYU Stern School of Business from 1997 to 1999. In 2004, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute. Additionally, they hold certifications such as Series 63 and Series 7, although the specific details regarding the months and years of completion are not provided.
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