Jonah Waxman, Cfa Email and Phone Number
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Jonah Waxman, Cfa is a Senior Investment Officer at Mayo Clinic at Mayo Clinic. He possess expertise in valuation, investments, asset allocation, financial modeling, finance and 12 more skills. Colleagues describe him as "I worked with Jonah for more than a year at Curium Capital. Jonah focuses on commodity investment strategy and writes a weekly research report on commodity supply and demand. Jonah has constructed supply, demand, inventory, and price models for commodities in the S&P GSCI as well as non-exchange commodities such as iron ore. I found Jonah's research to be anticipatory and actionable with a portfolio manager's sensibility for opportunity and risk. He has impeccable attention to detail, a creative approach to problem solving, and is collaborative." and "Jonah's input and ideas were well received by colleagues, and he was truly a pleasure to work with. He was very task-oriented, and was innovative in the manner in which he approached problem-solving."
Mayo Clinic
View- Website:
- mayoclinic.org
- Employees:
- 10
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Senior Investment OfficerMayo Clinic Sep 2019 - PresentRochester, Minnesota, Us -
Investment OfficerMayo Clinic Sep 2014 - Sep 2019Rochester, Minnesota, Us -
PartnerLegacy Investment Group Dec 2021 - PresentLegacy Investment Group is a Minnesota-based real estate investment firm focused on on acquisition, improvement, and best-in-class management of self-storage, multifamily, selective retail, and industrial properties. We offer our investment partners the opportunity to invest their capital directly alongside ours as we find opportunities to create excellent risk-adjusted investment returns throughout market cycles. -
Executive Director, Global Commodities ResearchJ.P. Morgan Aug 2010 - Sep 2014New York, Ny, UsCommodity investment strategy and analysis. -
Vice President, CommoditiesCurium Capital Advisors Jul 2009 - Sep 2010• Conducted fundamental research on global commodities markets across energy, metals, and agriculture. Wrote weekly reports with anticipatory and actionable investment ideas.• Developed models for commodity supply, demand, inventory, trade, and price forecasts. -
Business Development AnalystWellington Management Company Oct 2006 - Dec 2008Boston, Massachusetts, Us• Researched traditional and alternative investment funds, analyzing manager capabilities, investment style, security selection, sector allocation, risk and attribution. • Prepared customized presentations and supporting data for meetings and conference calls with investment consultants and institutional investors. Wrote detailed responses to RFPs.• Conducted due diligence on the financial and organizational strength of non-profits to recommend top programs to the Wellington Management Charitable Fund for donations. -
Equity Research Assistant - EnergyPrudential Oct 2005 - Oct 2006Newark, New Jersey, Us• Developed and maintained company and industry valuation models for energy companies under coverage. Monitored company data and industry news. Drafted investment reports for external clients.
Jonah Waxman, Cfa Skills
Jonah Waxman, Cfa Education Details
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Colby CollegeGovernment -
University Of Buenos Aires -
Universidad De Salamanca
Frequently Asked Questions about Jonah Waxman, Cfa
What company does Jonah Waxman, Cfa work for?
Jonah Waxman, Cfa works for Mayo Clinic
What is Jonah Waxman, Cfa's role at the current company?
Jonah Waxman, Cfa's current role is Senior Investment Officer at Mayo Clinic.
What is Jonah Waxman, Cfa's email address?
Jonah Waxman, Cfa's email address is jd****@****ail.com
What schools did Jonah Waxman, Cfa attend?
Jonah Waxman, Cfa attended Colby College, University Of Buenos Aires, Universidad De Salamanca.
What skills is Jonah Waxman, Cfa known for?
Jonah Waxman, Cfa has skills like Valuation, Investments, Asset Allocation, Financial Modeling, Finance, Alternative Investments, Management, Portfolio Management, Commodity, Bloomberg, Due Diligence, Financial Analysis.
Who are Jonah Waxman, Cfa's colleagues?
Jonah Waxman, Cfa's colleagues are Potter John, Sunil Parihar, James Meschia, Mark Schlink, Elnata Feyissa Melka, Andrew Pang, Diane Kraemer.
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