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Jonathan Kasen Location
Boston, MA, US
Jonathan Kasen Work
Co-Owner @ (September 2022 - Present)
Member Board of Trustees - Treasurer @ (August 2022 - Present)
Managing Member @ Shaker Valley Capital Partners (July 2021 - Present)
Co-Owner @ (February 2021 - Present)
Portfolio Manager and Research Advisor @ (July 2013 - May 2020)
Research Analyst and Portfolio Manager @ (August 2006 - July 2013)
Summer Research Analyst @ (June 2005 - August 2005)
Research Analyst @ Hellman Jordan Management Company (June 2001 - June 2004)
Jonathan Kasen Education
USC Marshall School of Business
MBA
2004-2006
Boston College
Bachelors (Finance)
1998-2001
The London School of Economics and Political Science (LSE)
General Course
1999-2000
Brophy College Preparatory 1997-1997
Jonathan Kasen Skills
Industry Analysis
Financial Modeling
Asset Management
Investments
Financial Analysis
Portfolio Management
Equity Research Analysis
Mentoring
Analytical Skills
Accounting
Presentations
Training & Development
Investment Management
Mutual Funds
Hedge Funds
Financial Markets
Investment Strategies
Jonathan Kasen Summary
Jonathan Kasen, based in Boston, MA, US, is currently a Co-Owner at Harbor Sweets, Inc.. Jonathan Kasen brings experience from previous roles at Kingsley Montessori School, Shaker Valley Capital Partners, Hilliards Chocolates and Fidelity Investments. Jonathan Kasen holds a 2004 - 2006 MBA @ USC Marshall School of Business. With a robust skill set that includes Industry Analysis, Financial Modeling, Asset Management, Investments, Financial Analysis and more. Jonathan Kasen has 2 emails and 2 mobile phone numbers on RocketReach.
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