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
- 2025 -now President, U.S. Charitable Gift Trust (USCGT) @ Eaton Vance/Morgan Stanley
- 1994 -now Managing Director, Product Management @
Jonathan Isaac Education
- University College London, U. of London
BA (History)
Jonathan Isaac Skills
- Mutual Funds
- Alternative Investments
- Separately Managed Accounts
- Series 7
- Series 63
- Fixed Income
- Investment Strategies
- Product Management
- Performance Attribution
- Bloomberg
- 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 @ University College London, U. of London. With a robust skill set that includes Mutual Funds, Alternative Investments, Separately Managed Accounts, Series 7, Series 63 and more. Jonathan Isaac has 1 emails and 1 mobile phone numbers on RocketReach.
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