Jonathan Curry Email and Phone Number
I am currently in my third year at Pitzer College in Claremont, California, pursuing an Economics-Accounting major through Claremont McKenna College as a part of the Claremont College Consortium. I hold positions as Vice President of the Pitzer Investment Society and Analyst for Sagehen Captial Management, both managing portions of each college's endowment. Along with these roles, I play football for Pomona-Pitzer and am Treasurer and Executive Board Member of the Student-Athlete Advisory Committee. I am a highly motivated, quick learning, and detail-oriented student offering a strong academic background, hands-on experience in finance, and excellent analytical skills to contribute to a dynamic organization.
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Vice PresidentPitzer Investment SocietyLake Oswego, Or, Us -
Incoming 2025 Investment Banking Summer AnalystBmo Capital Markets Apr 2024 - PresentSan Francisco, California, United StatesFinancial Sponsors Group -
Vice PresidentPitzer Investment Society Jan 2023 - PresentClaremont, California, United States- Manage a student-run hedge fund with $100,000 of Pitzer College’s Endowment.- Supervise a team of 13 analysts in conducting market research and determining investment opportunities based on market conditions and available funds.- Recognized for performance and promoted to Vice President in January 2023. -
AnalystPitzer Investment Society Sep 2022 - Mar 2023Claremont, California, United States -
AnalystSagehen Capital Management Sep 2022 - PresentClaremont, California, United States- Contribute to the management of a student-run hedge fund overseeing a portfolio exceeding $1 million of Pomona College’s Endowment.- Collaborate with a team of 20 analysts to conduct in-depth research and analysis on specific sub-sectors and securities. -
Treasurer And Executive Board MemberPomona-Pitzer Student-Athlete Advisory Committee Sep 2022 - PresentClaremont, California, United States
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Investment Banking Summer AnalystAldrich Jun 2024 - Aug 2024Lake Oswego, Oregon, United States -
Wealth Management InternSilo Wealth Jun 2023 - Aug 2023- Reviewed risk-based investment models and provided concise summaries for each investment utilized in portfolio construction.- Updated the retirement planning tool (MoneyGuidePro) to support the lead advisor in preparing for client meetings.- Ensured accurate and up-to-date client account information by reconciling the link between the CRM (Advyzon) and the planning tool (MoneyGuidePro).- Prepared and delivered research findings on the potential impact of Artificial Intelligence on the investment and wealth advisory industry to the firm's founder.
Jonathan Curry Education Details
Frequently Asked Questions about Jonathan Curry
What company does Jonathan Curry work for?
Jonathan Curry works for Pitzer Investment Society
What is Jonathan Curry's role at the current company?
Jonathan Curry's current role is Vice President.
What schools did Jonathan Curry attend?
Jonathan Curry attended Pitzer College, Claremont Mckenna College, Lakeridge High School.
Who are Jonathan Curry's colleagues?
Jonathan Curry's colleagues are Agnes Faustin, Zachary Schiller, Cfa, Robert Frank, Myriam Laiymani, Curtis Fong, Terrelle Green, Sandesh N..
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Jonathan Curry
Colchester, Ct3pfizer.com, regeneron.com, pfizer.com1 (212) 7XXXXXXX
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Jonathan C.
Senior Marketing Specialist Focusing On Delivering Communication Campaigns For Substance Use Priority ResearchLexington, Ky
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