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Jonathan C. Email & Phone Number

Partner | Equity Research Analyst at Brown Advisory
Location: Greater Boston, United States, United States 8 work roles 2 schools
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Current company
Role
Partner | Equity Research Analyst
Location
Greater Boston, United States, United States
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Who is Jonathan C.? Overview

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Jonathan C. is listed as Partner | Equity Research Analyst at Brown Advisory, a company with 1130 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Jonathan C..

Jonathan C. previously worked as Partner | Industrials Analyst at Brown Advisory and Principal | Industrials Analyst at Brown Advisory. Jonathan C. holds Master'S, Business Administration from University Of Virginia Darden School Of Business.

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Brown Advisory

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About Jonathan C.

Jonathan C. is a Partner | Equity Research Analyst at Brown Advisory. Colleagues describe him as "From the time Jonathan wrote a nice and thoughtful note after I interviewed him until getting together regularly after I left Gladstone, JC has always been the "real deal." Hardworker, personable, caring, and wicked smart. If you want to get a job done the right way, JC is your man whether it's in a support or a leadership capacity - he can play either role with equal skill and leave your colleagues and customers impresseed." and "Jonathan joined Gladstone early in its growth phase when there were few mentors, developing business processes, and high transaction volume. Despite this challenging environment and his limited work experience, within his first few weeks, Jonathan assumed significant responsibility due to his maturity, integrity, dependability, and sharp analytical skills. As Gladstone staffed up, Jonathan soon found himself as the most senior Associate and took responsibility for training new hires and… Show more"

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Brown Advisory
Brown Advisory
Partner | Equity Research Analyst
Boston, MA, US
Employees
1130
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8 roles

Jonathan C. work experience

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Partner | Industrials Analyst

Current

Boston, Massachusetts, United States

Equity analyst responsible for idea generation, screening, diligence, and coverage of the Industrials sector for Large-Cap Sustainable Growth, Large-Cap Growth, Large-Cap Sustainable Value, and Flexible Equity. Member of the Boston office leadership team.

Jul 2024 - Present

Principal | Industrials Analyst

Boston, Massachusetts, United States

Aug 2020 - Jul 2024

Svp | Portfolio Manager

Hartford, Connecticut

Portfolio Manager for a $250 million Multi-Cap Compounder Equity Strategy at Hartford Investment Management Company (HIMCO), the internally managed investment company for The Hartford. Formulated the investment strategy, designed preliminary screening tools, and managed an initial paper portfolio. Engaged in all aspects of the investment process, including.

Apr 2017 - Apr 2019

Sr. Equity Analyst

Sr. Analyst on a small team building HIMCO's fundamental equity capabilities. Helped to build investment strategy, processes, tools, and infrastructure for the team's Small / Mid-Cap fund. Primary analyst covering industrials, consumer, TMT, and regulated utilities.

Jul 2014 - Mar 2017

Vice President | Investment Analyst

Buy-side equity analyst with primary coverage of US autos, industrial distribution, industrial tech, and electrical equipment. Recommended ideas across both market cap and style spectrums. Actively managed $500MM+ sleeve of fund co-managed by analysts. Generated consistent, strong absolute and relative returns. Served on investment committee of Mid Cap.

Jul 2008 - Jun 2014

Principal

Joined as an associate and promoted to principal within 18 months. Involved in all aspects of the investment process (sourcing, evaluating, structuring, and monitoring investments) for subordinated debt and private equity funds. Helped to train new investment staff on internal valuation and due diligence process.

Feb 2004 - Jul 2006
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2 education records

Jonathan C. education

Bs In Commerce, Finance, Marketing

Activities and Societies: Varsity Men's Tennis (Co-Captain), Student Athlete Mentor, Omicron Delta Kappa, Beta Alpha Psi Accounting.

FAQ

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What company does Jonathan C. work for?

Jonathan C. works for Brown Advisory.

What is Jonathan C.'s role at Brown Advisory?

Jonathan C. is listed as Partner | Equity Research Analyst at Brown Advisory.

Where is Jonathan C. based?

Jonathan C. is based in Greater Boston, United States, United States while working with Brown Advisory.

What companies has Jonathan C. worked for?

Jonathan C. has worked for Brown Advisory, Hartford Investment Management Co. (Himco), T. Rowe Price, The Gladstone Companies, and Citigroup Corporate & Investment Bank.

Who are Jonathan C.'s colleagues at Brown Advisory?

Jonathan C.'s colleagues at Brown Advisory include Laura Russell, Case Rohrbacher, Wes Wood, Austin Hyun, and Kelly Roulaine.

How can I contact Jonathan C.?

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What schools did Jonathan C. attend?

Jonathan C. holds Master'S, Business Administration from University Of Virginia Darden School Of Business.

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