Head of Investment Research and Strategy - Managing Director @ Geller Advisors LLC (September 2020 - June 2025)
Head of Manager Selection- Portfolio Manager @ Geller Advisors (April 2009 - September 2020)
International Analyst @ Financial Services Professional (January 2009 - March 2009)
Analyst, International Equity Investments @ (April 2007 - October 2008)
Senior Associate @ (January 2003 - April 2007)
Jonathan Barbato Education
Penn State University
BS (Economics)
Loyola Blakefield
Jonathan Barbato Skills
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
CTAs
Commodity
Crypto
Cryptocurrency Investment
Due Diligence
Economics
Emerging Markets
Equities
Fixed Income
Fund Of Funds
Hedge Funds
High-Net-Worth Individuals (HNWI)
Investment Management
Investment Writing
Investments
Macroeconomics
Metals
Mutual Funds
Portfolio Management
Precious Metals
Private Credit
Private Equity
Public Speaking
Technical Analysis
Venture Capital
Wealth Management
Strategy
Research
Project Management
Business Analysis
PowerPoint
Microsoft Office
Marketing
Jonathan Barbato Summary
Jonathan Barbato, based in New York, NY, US, is currently a Deputy Chief Investment Officer at Collaborative Capital Advisors. Jonathan Barbato brings experience from previous roles at Geller Advisors LLC, Geller Advisors, Financial Services Professional and LPL Financial. Jonathan Barbato holds a BS in Economics @ Penn State University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, CTAs and more. Jonathan Barbato has 3 emails and 2 mobile phone numbers on RocketReach.
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