In his role as Managing Director of Alternatives Research, Jonathan focuses on sourcing and conducting due diligence on a broad universe of potential new hedge fund managers that encompass multiple asset classes around the world. As part of his ongoing performance monitoring process, Jonathan maintains frequent interaction and discussions with Spruce’s existing hedge fund managers. Additionally he contributes critical information to clients in both the monthly performance newsletter and on the quarterly client calls where he discusses hedge fund performance as well as new investments and manager changes.
Prior to Spruce, Jonathan was at The Rohatyn Group, an emerging markets multi-strategy hedge fund, where he served as a Quantitative Research Associate. It was here that Jonathan developed a broad background in multiple asset classes around the world and a strong understanding of numerous hedge fund strategies.
Jonathan began his career in management consulting to the investment management industry at Barra Strategic Consulting Group. As an Analyst at Barra he was responsible for evaluating fund of fund investment strategies and conducting extensive research into demand for fund of hedge fund products among plan sponsors, high net worth intermediaries and consultants.
Jonathan holds a Bachelor of Arts degree from Hamilton College and has earned his CFA Charter.