Jonathan Isaac Email & Phone Number
President, U.S. Charitable Gift Trust (USCGT)
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Jonathan Isaac Location
- Boston, MA, US
Jonathan Isaac Work
- President, U.S. Charitable Gift Trust (USCGT) @ Eaton Vance/Morgan Stanley (December 2025 - Present)
- Managing Director, Product Management @ (December 1994 - Present)
Jonathan Isaac Education
- UCL
BA (History)
Jonathan Isaac Skills
- Alternative Investments
- Bloomberg
- Fixed Income
- Investment Strategies
- Mutual Funds
- Performance Attribution
- Product Management
- Separately Managed Accounts
- Series 63
- Series 7
- Wealth Management
- Microsoft Office
- Product Development
- Marketing
- Separately Managed
- Marketing Strategy
- Manufacturing
- Public Speaking
- Strategy
- Event Planning
- Public Relations
- Social Media
Jonathan Isaac Summary
- Jonathan Isaac, based in Boston, MA, US, is currently a President, U.S. Charitable Gift Trust (USCGT) at Eaton Vance/Morgan Stanley. Jonathan Isaac brings experience from previous roles at Morgan Stanley. Jonathan Isaac holds a BA in History @ UCL. With a robust skill set that includes Alternative Investments, Bloomberg, Fixed Income, Investment Strategies, Mutual Funds and more. Jonathan Isaac has 1 emails and 1 mobile phone numbers on RocketReach.
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