Managing Director


Jonathan Scheid, CFA, AIF®

Jonathan is responsible for developing and implementing investment research in a way that helps communicate the merits of our investment philosophy to advisors and investors. He received his bachelor’s of science in business, with an emphasis in finance, and a minor in computer engineering from Santa Clara University. Jonathan has also earned his Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary® designations.

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Let's look at the big picture, together.