Jonathan Curry
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Jonathan Curry Email & Phone Number

Vice President at Pitzer Investment Society
Location: Lake Oswego, Oregon, United States 8 work roles 3 schools
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Current company
Pitzer Investment Society
Role
Vice President
Location
Lake Oswego, Oregon, United States
Company size
4578 employees

Who is Jonathan Curry? Overview

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Quick answer

Jonathan Curry is listed as Vice President at Pitzer Investment Society, a with 4578 employees, based in Lake Oswego, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Curry.

Jonathan Curry previously worked as Incoming 2025 Investment Banking Summer Analyst at Bmo Capital Markets and Analyst at Pitzer Investment Society. Jonathan Curry holds Bachelor'S Degree, 3.8 from Pitzer College.

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Pitzer Investment Society

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Profile bio

About Jonathan Curry

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.

Current workplace

Jonathan Curry's current company

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Pitzer Investment Society
Pitzer Investment Society
Vice President
Lake Oswego, OR, US
Website
bmocm.com
Employees
4578
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8 roles

Jonathan Curry work experience

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Incoming 2025 Investment Banking Summer Analyst

Current
Bmo Capital Markets

San Francisco, California, United States

Financial Sponsors Group

Apr 2024 - Present

Vice President

Current
Pitzer Investment Society

Claremont, 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.

Jan 2023 - Present

Analyst

Current
Sagehen Capital Management

Claremont, 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.

Sep 2022 - Present

Treasurer And Executive Board Member

Current
Pomona-Pitzer Student-Athlete Advisory Committee

Claremont, California, United States

Sep 2022 - Present

Investment Banking Summer Analyst

Aldrich

Lake Oswego, Oregon, United States

Jun 2024 - Aug 2024

Wealth Management Intern

Silo Wealth

- 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.

Jun 2023 - Aug 2023
Team & coworkers

Colleagues at Pitzer Investment Society

Other employees you can reach at bmocm.com. View company contacts for 4578 employees →

JL Janice Ludwick Janice Ludwick Colleague at Pitzer Investment SocietyMuskego, Wisconsin, United States View → AT Alla Timchenko Alla Timchenko Colleague at Pitzer Investment SocietyToronto, Ontario, Canada View → GY Grace Yin Grace Yin Colleague at Pitzer Investment SocietyVictoria, British Columbia, Canada View → RM Richard Morse Richard Morse Colleague at Pitzer Investment SocietyNew York, United States View → CF Curtis Fong Curtis Fong Colleague at Pitzer Investment SocietySan Francisco Bay Area, United States View → DM David Morin David Morin Colleague at Pitzer Investment SocietyPointe-Claire, Quebec, Canada View → MA Mike Aaaaaa Mike Aaaaaa Colleague at Pitzer Investment SocietyToronto, Ontario, Canada View → BC Brayden Clerx Brayden Clerx Colleague at Pitzer Investment SocietyCanada View → MY Michael Yu Michael Yu Colleague at Pitzer Investment SocietyToronto, Ontario, Canada View → JT Jay Thomas Jay Thomas Colleague at Pitzer Investment SocietyGreater Chicago Area, United States View →
3 education records

Jonathan Curry education

Bachelor'S Degree, 3.8

Pitzer College

Activities and Societies: Pomona-Pitzer Football Team, Sagehen Captial Management, Pitzer Investment Society, Student-Athlete Advisory.

Bachelor'S Degree, Economics-Accounting, 3.8

Claremont Mckenna College

My home college is Pitzer College, but I am majoring in Economics-Accounting through Claremont McKenna College as a part of the Claremont.

FAQ

Frequently asked questions about Jonathan Curry

Quick answers generated from the profile data available on this page.

What company does Jonathan Curry work for?

Jonathan Curry works for Pitzer Investment Society.

What is Jonathan Curry's role at Pitzer Investment Society?

Jonathan Curry is listed as Vice President at Pitzer Investment Society.

Where is Jonathan Curry based?

Jonathan Curry is based in Lake Oswego, Oregon, United States while working with Pitzer Investment Society.

What companies has Jonathan Curry worked for?

Jonathan Curry has worked for Pitzer Investment Society, Bmo Capital Markets, Sagehen Capital Management, Pomona-Pitzer Student-Athlete Advisory Committee, and Aldrich.

Who are Jonathan Curry's colleagues at Pitzer Investment Society?

Jonathan Curry's colleagues at Pitzer Investment Society include Janice Ludwick, Alla Timchenko, Grace Yin, Richard Morse, and Curtis Fong.

How can I contact Jonathan Curry?

You can use AeroLeads to view verified contact signals for Jonathan Curry at Pitzer Investment Society, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Curry attend?

Jonathan Curry holds Bachelor'S Degree, 3.8 from Pitzer College.

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