Jonathan Pincus Email & Phone Number
Chief Executive Officer @ SMArtX Advisory Solutions
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Jonathan Pincus Location
- West Palm Beach, FL, US
Jonathan Pincus Work
- Chief Executive Officer @ (August 2023 - Present)
- President and Chief Operating Officer @ (May 2020 - August 2023)
- Global Head of Investment Operations, Asset Management @ (August 2013 - May 2020)
- Chief Operating Officer, Managed Accounts @ (June 2007 - August 2013)
- Sr. Consultant @ (June 2006 - June 2007)
- Head of Operations, Managed Accounts @ (June 2003 - June 2006)
- Manager of Business Process Improvement @ (March 2001 - June 2003)
- Manager of Investment Operations @ (March 1999 - March 2001)
- Operations Analyst @ (June 1998 - March 1999)
- Research Associate @ (June 1997 - June 1998)
Jonathan Pincus Education
- Rider University
Bachelor of Science (Business Administration / Finance / Marketing)
1993-1997 - Boys' Latin School of Maryland 1989-1993
- Gilman
Jonathan Pincus Skills
- Financial Services
- Asset Management
- Strategy
- Wealth Management
- Operations Management
- Risk Management
- Business Process Improvement
- Business Analysis
- Business Development
- Project Management
- Investment Advisory
- Investment Strategies
- Trading
- Mutual Funds
- Equities
- Fixed Income
- Alternative Investments
- Hedge Funds
- Securities
- Derivatives
- Options
- Product Development
- Management Consulting
- Strategic Consulting
- Private Equity
- Series 63
- Trading Systems
- Organizational Leadership
- Global Operations
- Insourcing
- Outsourcing Management
- Middle Office
- Corporate Actions
- Fund Accounting
- Fund Administration
- Transfer Agency
- Platform Integration
- Platform Development
- Accounting and Investment Books
- ETFs
- Series 7
- Performance Measurement
- Portfolio Optimization
- Portfolio Administration
- Client Services
- Client Billing
- Strategic Partner Relationship Management
- Portfolio Management
Jonathan Pincus Summary
- Jonathan Pincus, based in West Palm Beach, FL, US, is currently a Chief Executive Officer at SMArtX Advisory Solutions. Jonathan Pincus brings experience from previous roles at SMArtX Advisory Solutions, Northern Trust Corporation and Cutter Associates. Jonathan Pincus holds a 1993 - 1997 Bachelor of Science in Business Administration / Finance / Marketing @ Rider University. With a robust skill set that includes Financial Services, Asset Management, Strategy, Wealth Management, Operations Management and more. Jonathan Pincus has 5 emails and 4 mobile phone numbers on RocketReach.
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