Jonathan Shiffer

Created a culture of high expectations by offering the utmost level of professionalism and leading by example. Helm efforts to streamline operations pertaining to proprietary investment models for direct equity and fund of funds. Successfully manage complex objectives with aggressive timelines and rapidly evolving requirements. Improve existing processes and procedures to support long-term business revenue growth – streamlined methodology for trading, monitoring, asset selection of proprietary equity models for 50% of firm assets. Serve as an outstanding strategist distinguished for proven judgment in prioritizing duties and minimizing or diffusing stressful situations through effective conflict resolution techniques. Achievements: Deftly managed $400 million of direct equity portfolios to above-market returns, in line with investment policy. Established an institutional manager due diligence process to oversee nearly 250 individual sub-adviser strategies. Effectively developed and instilled capital market assumptions and downstream impacts to fund of fund portfolio line up driving 40% of firm assets. Respected for high integrity as a results-oriented leader and financial strategist with the dexterity to envision, create, and implement successful outcomes in complex situations.