Kate Jonas Email & Phone Number
Head of Consultant Relations @ L&G – Asset Management, America
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Kate Jonas Location
- New York, NY, US
Kate Jonas Work
- Head of Consultant Relations @ (July 2025 - Present)
- Strategic Advisor | Asset Management Industry @ Kate Jonas Group (July 2023 - June 2025)
- Managing Director, Head of Global Consultant Relations @ (January 2017 - September 2023)
- Senior Managing Director @ (January 2017 - September 2023)
- Managing Director, Head of Defined Contribution Consultant Relations @ (April 2011 - December 2016)
- Managing Director @ (July 2000 - December 2016)
- Vice President @ (January 2007 - January 2008)
- Vice President @ JP Morgan Asset Management (January 1997 - January 2000)
- Principal @ (January 1985 - January 1996)
Kate Jonas Education
- The Wharton School
Master of Business Administration (MBA)
1983-1985 - Smith College
AB (Government and American Studies)
Kate Jonas Skills
- 401k
- Asset Allocation
- Asset Management
- Defined Contribution
- Equities
- Financial Services
- Fixed Income
- Hedge Funds
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Pensions
- Portfolio Management
- Series 63
- Series 7
Kate Jonas Summary
- Kate Jonas, based in New York, NY, US, is currently a Head of Consultant Relations at L&G – Asset Management, America. Kate Jonas brings experience from previous roles at Kate Jonas Group , Nuveen and BlackRock Financial Management. Kate Jonas holds a 1983 - 1985 Master of Business Administration (MBA) @ The Wharton School. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Defined Contribution, Equities and more. Kate Jonas has 1 emails on RocketReach.
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