Jonathan Souza Email & Phone Number

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Director of Credit Research @ (January 2023 - Present)
Credit Analyst @ (October 2019 - December 2022)
Portfolio Manager @ (March 2017 - October 2019)
Associate Portfolio Manager @ (April 2015 - March 2017)
Municipal Associate Analyst @ (April 2013 - March 2015)
Municipal Research Associate @ (April 2012 - April 2013)
Municipal Portfolio Manager Assistant @ (April 2011 - April 2012)
Managed Accounts Specialist - Equity Trading @ (June 2008 - April 2011)
Global Custody Intern @ (May 2007 - January 2008)

Jonathan Souza, based in Charlotte, NC, US, is currently a Director of Credit Research at WEDGE Capital Management® L.L.P.. Jonathan Souza brings experience from previous roles at WEDGE Capital Management® L.L.P., Wells Fargo and Eaton Vance. Jonathan Souza holds a 2004 - 2008 B.S.B.A in Finance @ University of Massachusetts Lowell. With a robust skill set that includes Fixed Income, Equities, Portfolio Management, Bloomberg, Financial Analysis and more. Jonathan Souza has 2 emails and 2 mobile phone numbers on RocketReach.