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Jonathan is an Idaho native where he earned a Bachelor’s degree in Finance from Boise State University. Upon graduation in 2011, he joined Selway Asset Management as an Analyst and trader before moving to New Zealand. During his nearly two years down under he participated in multiple projects including research for wealth management software, competitor studies for a mobile application, and the entire wine making process from grape to bottle.

Upon returning to the states, Jonathan joined Evergreen Gavekal in 2016 as a Portfolio Analyst. He is a CFA® charterholder and a member of the Seattle CFA Society.