Jonathan was most recently a Director, Portfolio Manager, & Senior Analyst at 

Over the years as an analyst Jonathan has covered a wide spectrum of industries and sectors including consumer discretionary, hotels/leisure, energy, insurance and financials, and for many years was responsible for responsible for originating, researching, and recommending investments at the firm, delivering five consecutive years of benchmark outperformance .  More recently, he has been focusing effort on the asset allocation process, alternative investments, renewable energy technology & other socially responsible investments, an asset class he is passionate about and continues to see great investment opportunities in.  

Jonathan's investment philosophy is rooted in value investing and emphasizes bottom-up fundamental analysis, earnings quality and free cash flow.  Much this investment discipline was galvanized working for several years as an analyst at J.L. Kaplan Associates and later Evergreen Investments, which acquired the institutional small cap value manager in 2002.

Jonathan is a member of the CFA Institute, the Boston Society of Security Analysts, and occasionally likes to post to his blog www.cheapstockhunter.typepad.com. 

His passion for investing began in the sixth grade when his grandmother convinced him to spend a summer’s worth of busboy tips on 10 shares of Gillette Stock.