Chairman of the Board of Trustees 

 

B.A. in Business Administration (Eastern Nazarene College)

 

Jonathan works with Investment Professionals to help them succeed by leveraging research, data, operations, and technology. He has broad and deep experience in the financial services industry and has effectively collaborated with data consumers (internal stakeholders and external clients), IT, C-Level sponsors, Legal staff, and data providers to produce results. Jonathan leverages strong relationship management skills to identify opportunities, resolve problems, and develop short and long term strategies in the best interests of all parties involved. Navigating complex data, research, operational, and technology needs are a few of his strengths. He has helped many clients globally find high-quality and cost-effective solutions to increase investment performance, gather assets, and increase operational efficiency. Jonathan currently works as a Director at S&P Global.