Profiel
Mr. Jonathan R.
Stanley, CFA MBA, is a Managing Director & Portfolio Manager at Newfleet Asset Management LLC.
Mr. Stanley is co-portfolio manager of various Newfleet funds, as well as mutual funds, through a number of subadvisory relationships.
He is also responsible for credit analysis of the restaurant industry for the Newfleet team.
Additionally, he is responsible for the structuring and management of Newfleet’s CLO platform.
Prior to joining Newfleet in 2011, Mr. Stanley was on the fixed income team at Goodwin Capital Advisers, an investment management company and former Virtus subsidiary, over two separate periods.
From 1997 to 2001, he served in several capacities, including as an analyst on the emerging markets team, left the firm to pursue other opportunities for five years, and rejoined in 2006 as a member of the corporate credit group.
He assumed responsibilities for the high yield sector in 2008.
Mr. Stanley’s additional investment experience includes serving as a research analyst at Hollister Investment Management, and as a portfolio manager at FA Asset Management and Global Financial Private Capital.
He began working in the investment industry in 1997.
Mr. Stanley earned a B.S.
in Accounting from Fairfield University and an M.B.A.
from the University of Florida.
He is a Chartered Financial Analyst® (CFA®) charterholder.
Eerdere bekende functies van Jonathan Richard Stanley
| Bedrijven | Functie | Einde |
|---|---|---|
Newfleet Asset Management LLC
 Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients. | Analist-Vaste Inkomen | 01-08-2019 |
Global Financial Private Capital, Inc.
 Global Financial Private Capital, Inc. Investment ManagersFinance Global Financial Private Capital LLC (GFPC) is a SEC-registered investment advisor headquartered in Sarasota, Florida. It was founded by Geoffrey Frazier in 2004. The firm is a direct subsidiary of AssetMark Financial, Inc., ultimately held by Huatai International Investment Holdings Ltd. in Hong Kong. GFPC provides investment services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Corporate Officer/Principal | - |
FA Asset Management, Inc.
 FA Asset Management, Inc. Investment ManagersFinance FA Asset Management, Inc. is the asset management subsidiary of First Albany Companies Inc. (NASDAQ: FACT) The firm, headquartered in New York City, provides investment management services to institutions, financial advisors and high net worth individuals. | Portefeuillebeheerder-Aandelen | 17-08-2005 |
Goodwin Capital Advisers, Inc.
 Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Corporate Officer/Principal | - |
Opleiding van Jonathan Richard Stanley
| Fairfield University | Undergraduate Degree |
| University of Florida | Masters Business Admin |
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| Bedrijven in privébezit | 4 |
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Newfleet Asset Management LLC
Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients. | Finance |
FA Asset Management, Inc.
FA Asset Management, Inc. Investment ManagersFinance FA Asset Management, Inc. is the asset management subsidiary of First Albany Companies Inc. (NASDAQ: FACT) The firm, headquartered in New York City, provides investment management services to institutions, financial advisors and high net worth individuals. | Finance |
Goodwin Capital Advisers, Inc.
Goodwin Capital Advisers, Inc. Investment ManagersFinance Goodwin Capital Advisers, Inc. (Goodwin) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 2007 and is a wholly owned subsidiary of Conning & Co. Their ultimate is parent Cathay Financial Holding Co. Ltd. (TPE: 2882) in Taiwan, which acquired the firm in 2015 through their subsidiary, Cathay Life Insurance Co. Ltd. Goodwin manages fixed income investments on behalf of institutional clients. | Finance |
Global Financial Private Capital, Inc.
Global Financial Private Capital, Inc. Investment ManagersFinance Global Financial Private Capital LLC (GFPC) is a SEC-registered investment advisor headquartered in Sarasota, Florida. It was founded by Geoffrey Frazier in 2004. The firm is a direct subsidiary of AssetMark Financial, Inc., ultimately held by Huatai International Investment Holdings Ltd. in Hong Kong. GFPC provides investment services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Finance |
