Zach Jonson Email & Phone Number
Chief Investment Officer @ Stack Financial Management
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Zach Jonson Location
- Whitefish, MT, US
Zach Jonson Work
- Chief Investment Officer @ (January 2018 - Present)
- SVP Investment Management @ (March 2014 - November 2017)
- Portfolio Manager @ (January 2007 - November 2017)
- Research Analyst and Assistant Portfolio Manager @ ICON Advisers, Inc (August 2006 - December 2006)
- Reconciliation and Performance Specialist @ ICON Advisers, Inc (July 2004 - August 2006)
- Commissions @ ICON Advisers, Inc (February 2003 - July 2004)
- Student Employment Officer @ (August 2002 - February 2003)
Zach Jonson Education
- University of Denver
MBA (Finance)
2006-2008 - University of Colorado Boulder
BA (Economics)
1998-2002
Zach Jonson Skills
- Portfolio Management
- Investments
- Mutual Funds
- Bonds
- Research
- Economics
- Risk
- Equities
- Asset Management
- Investment Strategies
- Financial Modeling
- Financial Services
- Alternative Investments
- Investment Management
- Financial Risk
- Business Analysis
- Public Speaking
- Materials
- Icons
- Sales
Zach Jonson Summary
- Zach Jonson, based in Whitefish, MT, US, is currently a Chief Investment Officer at Stack Financial Management. Zach Jonson brings experience from previous roles at ICON Advisers and ICON Advisers, Inc. Zach Jonson holds a 2006 - 2008 MBA in Finance @ University of Denver. With a robust skill set that includes Portfolio Management, Investments, Mutual Funds, Bonds, Research and more. Zach Jonson has 2 emails and 1 mobile phone numbers on RocketReach.
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