Jonathan is head of the core value equity team and co-portfolio manager on the team’s U.S. Large-Cap Core, U.S. All-Cap Core, U.S. Large-Cap Value, U.S. Equity Income, Strategic Balanced Yield, and Global Focus Strategies, and he focuses on the consumer discretionary and consumer staples sectors. Before joining the firm in 2011, he was a senior analyst at Wells Capital Management, a senior analyst at Evergreen Investments, and an assistant vice president for Standish, Ayer & Wood. Earlier in his career, he held positions at Morgan Stanley and Smith Barney. Jonathan holds the Chartered Financial Analyst designation and is a member of the CFA Institute.

• Education: M.B.A., Tuck School of Business at Dartmouth College; B.A., Bates College
• Joined the company: 2011
• Began career: 1997