Founding Principal  

Jonathan is a Portfolio Manager and serves as a member of the Executive Committee and as the Chairman of the Investment Committee. 

He was most recently the Chief Fixed Income Strategist at OFFIT Investment Group (formerly OFFITBANK), where he joined in 1999. Jonathan was responsible for taxable and tax–exempt fixed income investment strategy for OFFITBANK’s $8 billion in assets for private and institutional clients, and chaired its Portfolio Strategy Committee.  In addition to his role at OFFIT, Jonathan served as Managing Director of Fixed Income for Evergreen Private Asset Management, which managed $18 billion in private client assets.  He also served as a member of Evergreen’s Customized Fixed Income Management Team, overseeing more than $100 billion in fixed income assets.  From 1988 through 1999, Jonathan was a Vice President with Skandia Asset Management, where he served as Head of Fixed Income, and a member of the firm’s Global Fixed Income Investment Policy Committee for the firm’s insurance related portfolios.  From 1986 to 1988, Jonathan was a money market trader at Dean Witter Reynolds. 

Jonathan’s articles have appeared in The Wall Street Journal, Barron’s, and Worth Magazine.  He is the author of Spy Capitalism: Itek and the CIA (Yale University Press, 2002) and the co-author of CIA Deputy Director Richard Bissell’s memoirs - Reflections of a Cold Warrior (Yale University Press, 1996).  Jonathan was a member of the Chicago Board of Trade Advisory Committee on Insurance Futures.  He is a member of the Investment Committees of The Fellows of Phi Beta Kappa Foundation and the American Jewish Historical Society, where he also serves as a Trustee.  He is also a director of the Juvenile Diabetes Research Foundation of Westchester County. He has been a guest speaker at Harvard’s John F. Kennedy School of Government as well as at Yale University.  He has appeared on Bloomberg TV and PBS' Nightly Business Report.

Jonathan holds an MA from New York University Graduate School of Arts and Sciences, and an MBA from the Columbia University Graduate School of Business.  He is a Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill.