Zach Jonson Email & Phone Number
Chief Investment Officer @ Stack Financial Management
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Zach Jonson Location
- Whitefish, MT, US
Zach Jonson Work
- 2018 -now Chief Investment Officer @
- 2014 -2017 SVP Investment Management @
- 2007 -2017 Portfolio Manager @
- 2006 -2006 Research Analyst and Assistant Portfolio Manager @ ICON Advisers, Inc
- 2004 -2006 Reconciliation and Performance Specialist @ ICON Advisers, Inc
- 2003 -2004 Commissions @ ICON Advisers, Inc
- 2002 -2003 Student Employment Officer @
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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Others Named Zach Jonson
Zach Jonson
Chief Investment Officer
Whitefish, MT, US
Top Stack Financial Management Employees
Zach Jonson
Chief Investment Officer
Whitefish, MT, US
Joe Laszewski
Senior Portfolio Manager
Whitefish, MT, US
Lisa Stack
Managing Partner
Whitefish, MT, US
Aimee Weller
Director of Client Relations
Kalispell, MT, US
Dillon Manley
Senior Wealth Strategist
Whitefish, MT, US
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