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Steven Samuel
Senior Risk Analyst at Jonathan Capital. He holds an M.S. in Financial Risk Management from NYU Stern and a B.A. in Economics from the University of Texas at Austin. With over 15 years of experience
Stella Evans
Stella Evans, Executive Assistant at Jonathan Capital, holds a B.A. in Business Administration from NYU and brings over 10 years of experience supporting finance executives with operations and client
Chris Roderick
Chris Roderick holds an M.B.A. in Finance from Chicago Booth and a B.S. in Economics from the University of Michigan. He brings over 12 years of experience in asset management and equity research
Larry Redden
Senior Advisor at Jonathan Capital. He holds an M.B.A. from Harvard Business School and a B.S. in Finance from the University of Texas at Austin. With over 35 years of experience in corporate finance
Alice Miller
Alice Miller, CFA, is a Chartered Analyst at Wayne Fund Management, specializing in investment analysis and portfolio strategy to drive the fund’s success.
Aurora Jones
Aurora Jones, CFA, is the Managing Partner at Wayne Fund, leading investments and portfolio management, with a proven track record of delivering value to high-net-worth clients.
Emily Carter
Investment Analyst at Jonathan Capital. She holds a B.S. in Finance from New York University and is a CFA Level II candidate. Emily brings strong analytical skills and market research experience to su
Matthew J.Rush
Head of Research at Jonathan Capital. He holds a Ph.D. in Economics from Stanford University, an M.A. in Finance from the University of Chicago, and a B.S. in Economics from UC Berkeley.
Melia Karloff
Melia Karloff is a Director and Partner in Wealth Management at Wayne Group, specializing in financial planning and wealth management strategies, and also serves as a Senior Accountant.
Rachel Simmons
Senior Portfolio Analyst at Jonathan Capital. She holds an M.S. in Financial Engineering from Columbia University and a B.A. in Economics from UCLA. With over 12 years of experience in portfolio analy
Mitchell Dean
Chief Investment Officer at Jonathan Capital. He holds an M.B.A. in Finance from Wharton and a B.S. in Business Administration from USC. With over 20 years of experience in investment management
Stephen Bryars
Head of Global Markets at Jonathan Capital. He holds an M.Sc. in Finance from London Business School and a B.A. in Economics from the University of Cambridge. With over 22 years of experience in globa
Jessica Lane
Junior Investment Analyst at Jonathan Capital. She holds a B.S. in Finance from the University of Pennsylvania (Wharton) and is a CFA Level I candidate. Jessica supports the investment team with resea
Amy yang
Amy Yang, Director of Market Intelligence at Wayne Group, graduated from Columbia University and interned at JPMorgan Chase. She led successful investments in electric vehicles and autonomous driving
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