Profiel
Dr. Jonathan Brody is a Senior Investment Analyst at Wetherby Asset Management, Inc. He joined Wetherby in early 2016 to focus on public equity research and equity manager research and selection.
He covers domestic, international, global and emerging markets strategies.
He also supports the overall investment direction of the firm through participation in internal committees.
Dr. Brody was previously a Senior Research Analyst at Strategic Investment Solutions from 2003 until 2016 when the firm merged with Verus Advisory.
He conducted research on a range of equity strategies, with a focus on non-US equities.
Prior to that, he worked as Senior Analyst at mPower Advisors from 1999 until 2003 when it was acquired by Morningstar.
His responsibilities included researching and analyzing mutual funds for purposes of advising 401k participants.
He received his MA & PhD in Philosophy from The Johns Hopkins University, and a BA in Philosophy from Reed College.
He is a Chartered Financial Analyst charterholder.
Eerdere bekende functies van Jonathan Brody
| Bedrijven | Functie | Einde |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Analyst-Equity | 01-12-2022 |
Opleiding van Jonathan Brody
| The Johns Hopkins University | Doctorate Degree |
| The Reed Institute | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
