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 @ Stack Financial Management
2014 - 2017 SVP Investment Management @ ICON Advisers, Inc.
2007 - 2017 Portfolio Manager @ ICON Advisers, Inc.

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 @ University of Colorado

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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

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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.

Zach Jonson Emails

Found 2 emails

Zach Jonson Phone Numbers

Found 3 phone numbers

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Top Stack Financial Management Employees

James Stack

President at Stack Financial Management

Whitefish, MT, US
2
- stackfinancialmanagement.com
- gmail.com
3
- +1 406-862-XXXX
- +1 406-862-XXXX
- +1 406-862-XXXX
Lisa Stack

Managing Partner at Stack Financial Management

Whitefish, MT, US
2
- stackfinancialmanagement.com
- gmail.com
3
- +1 913-526-XXXX
- +1 406-862-XXXX
- +1 406-862-XXXX
Jeanine Morreim

Chief Compliance Officer at Stack Financial Management

Whitefish, MT, US
1
- stackfinancialmanagement.com
Annell Danczyk

Sr. Portfolio Manager at Stack Financial Management

Whitefish, MT, US
2
- stackfinancialmanagement.com
- gmail.com
1
- +1 406-249-XXXX
Erica Duston

Senior Executive Assistant to Chief Executive Officer at Stack Financial Management

Whitefish, Montana, United States
1
- +1 310-499-XXXX

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