Jon Ritz, Cfa

Jon Ritz, Cfa Email and Phone Number

Consultant - Institutional Distribution | Consultant Relations | Alternative Investments @ New York, NY, US
New York, NY, US
Jon Ritz, Cfa's Location
New York, New York, United States, United States
About Jon Ritz, Cfa

Experienced investment sales/client executive driving profitable revenue and asset growth across institutional channels and investment consultants. Considerable expertise in liquid alternatives, developed and emerging markets. Strong commercial skills and fosters a collaborative approach in working across multiple functional areas including compliance, investment teams, client service and global offices.One of two initial employees in North America who built the business and grew it from one client and $200 million in assets in 2006 to over $12B through Sept 2021. Held various leadership roles during this strong period of growth and build out. In October 2021, the active equity, multi asset and alternatives business of Mellon was merged into Newton increasing overall assets from $50B to $100B.

Jon Ritz, Cfa's Current Company Details
Investment Management

Investment Management

Consultant - Institutional Distribution | Consultant Relations | Alternative Investments
New York, NY, US
Jon Ritz, Cfa Work Experience Details
  • Investment Management
    Consultant - Institutional Distribution | Consultant Relations | Alternative Investments
    Investment Management
    New York, Ny, Us
  • Investment Management
    Distribution | Consultant Relations | Investor Relations | Alternative Investments
    Investment Management Oct 2024 - Present
  • Newton Investment Management
    Global Consultant Relations
    Newton Investment Management Jan 2006 - Sep 2024
    Greater New York City Area
    Part of the institutional team that specialized in identifying the needs and requirements of asset owners to fund their liability streams. Newton offers a wide range of active (Global, Regional and US) equity and multi-asset solutions. Our Multi-Asset Solutions team offers fundamentally based systematic solutions including: liquid alternatives, risk parity, alternative risk premia, trend, carry, momentum, equity long/short, global macro, tail risk hedging and other innovative solutions. We cater to the Corporate DB & DC, Public DB & DC, E&F, healthcare and investment consultant channels.
  • Bny Mellon
    Vice President Of New Business Development
    Bny Mellon 2004 - 2006
    I specialized in corporate, public and E&F segmant sales for all of BNY Mellon's asset management firms. The investment solutions included active and passive strategies across equity, fixed income, multi-asset and absolute return. Consistently exceeded business development and sales targets.

Jon Ritz, Cfa Education Details

Frequently Asked Questions about Jon Ritz, Cfa

What company does Jon Ritz, Cfa work for?

Jon Ritz, Cfa works for Investment Management

What is Jon Ritz, Cfa's role at the current company?

Jon Ritz, Cfa's current role is Consultant - Institutional Distribution | Consultant Relations | Alternative Investments.

What schools did Jon Ritz, Cfa attend?

Jon Ritz, Cfa attended University Of Notre Dame - Mendoza College Of Business, Virginia Tech - Pamplin College Of Business.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.