Consultant - Institutional Distribution | Consultant Relations | Alternative Investments
Investment Management
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Jon Ritz, Cfa Email & Phone Number
Consultant - Institutional Distribution | Consultant Relations | Alternative Investments
at
Investment Management
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✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Investment Management
Role
Consultant - Institutional Distribution | Consultant Relations | Alternative Investments
Location
New York, United States
Who is Jon Ritz, Cfa? Overview
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Quick answer
Jon Ritz, Cfa is listed as Consultant - Institutional Distribution | Consultant Relations | Alternative Investments at Investment Management, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Jon Ritz, Cfa.
Jon Ritz, Cfa previously worked as Distribution | Consultant Relations | Investor Relations | Alternative Investments at Investment Management and Global Consultant Relations at Newton Investment Management. Jon Ritz, Cfa holds Mba, Highest Honors from University Of Notre Dame - Mendoza College Of Business.
Profile bio
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.
Current workplace
Jon Ritz, Cfa's current company
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Investment Management
4 roles · 23 years
Jon Ritz, Cfa work experience
A career timeline built from the work history available for this profile.
Distribution | Consultant Relations | Investor Relations | Alternative Investments
Current
Investment Management
Oct 2024 - Present
Global Consultant Relations
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.
Jan 2006 - Sep 2024
Vice President Of New Business Development
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.
2004 - 2006
~2 yrs
2 education records
Jon Ritz, Cfa education
Mba, Highest Honors
Education record
FAQ
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Quick answers generated from the profile data available on this page.
What company does Jon Ritz, Cfa work for?
Jon Ritz, Cfa works for Investment Management.
What is Jon Ritz, Cfa's role at Investment Management?
Jon Ritz, Cfa is listed as Consultant - Institutional Distribution | Consultant Relations | Alternative Investments at Investment Management.
Where is Jon Ritz, Cfa based?
Jon Ritz, Cfa is based in New York, United States while working with Investment Management.
What companies has Jon Ritz, Cfa worked for?
Jon Ritz, Cfa has worked for Investment Management, Newton Investment Management, and Bny Mellon.
How can I contact Jon Ritz, Cfa?
You can use AeroLeads to view verified contact signals for Jon Ritz, Cfa at Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Jon Ritz, Cfa attend?
Jon Ritz, Cfa holds Mba, Highest Honors from University Of Notre Dame - Mendoza College Of Business.
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