Jonathan Linstra Email & Phone Number
Chief Growth Officer @ Envestnet, Inc
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Jonathan Linstra Location
- Chicago, IL, US
Jonathan Linstra Work
- 2026 -now Chief Growth Officer @
- 2021 -2026 Managing Director of the Americas, Morningstar Wealth @
- 2022 -2024 Member - Board of Governors @
- 2018 -2021 Managing Director, Head of ETF Model Portfolios and Advised Solutions @
- 2017 -2018 Managing Director, Head of Client Engagement @
- 2015 -2017 National Sales Director: Private Wealth Group @
- 2013 -2015 Vice President, RIA Division @
- 2008 -2013 Divisional Director: West, All Intermediary Channels @
- 2005 -2008 Regional VP, RIA Division @
- 2002 -2005 Regional Business Consultant @
- 1997 -2001 Regional VP @ Van Kampen Investments
- 1995 -1997 Internal Wholesaler @ Van Kampen Investments
Jonathan Linstra Education
- Taylor University
Jonathan Linstra Skills
- Mutual Funds
- Alternative Investments
- Asset Management
- Asset Allocation
- Series 7
- Series 63
- Wealth Management
- Separately Managed Accounts
- ETFs
- Series 65
- Sales Management
- Investment Management
- Sales
- Fixed Income
- Investment Strategies
- Investments
- Series 24
- Finra
- Hold Series 7
- 63 Licenses
- Strategy
- Leadership
- Model Portfolios
- Management
- PowerPoint
- Account Management
- Research
- Project Management
Jonathan Linstra Summary
- Jonathan Linstra, based in Chicago, IL, US, is currently a Chief Growth Officer at Envestnet. Jonathan Linstra brings experience from previous roles at Morningstar, Money Management Institute and State Street Global Advisors. Jonathan Linstra holds a Taylor University. With a robust skill set that includes Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Series 7 and more. Jonathan Linstra has 4 emails and 6 mobile phone numbers on RocketReach.
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