Jonathan worked in several roles at TD for almost a decade before joining one of the top 3 largest investment advisory groups at TD in the nation. Most recently, at TD Securities Inc., gaining invaluable experience trading a rotating range of asset classes on behalf of the bank and its clients. Jonathan garnered broad-based exposure to the best of the institutional side of the industry, advising pension plans, central banks and large-scale asset managers on topics from macro-economic trends to trade ideas and execution. Prior to his role at TD Securities, Jonathan worked at TD Asset Management, the institutional investment management division of TD Bank. With direct contact to some of the world’s leading portfolio managers, analysts and investment strategists, he provided market outlook commentary and investment strategy advice to clients on behalf of the firm. Jonathan holds an MBA from the Rotman School of Management at the University of Toronto with a major in Finance, specializing in Risk Management and Financial Engineering. Jonathan has earned the Chartered Investment Manager (CIM®) designation, is a Chartered Financial Analyst® (CFA®), and is licensed in options and derivatives by the Investment Industry Regulatory Organization of Canada (IIROC).Jonathan also holds an undergraduate degree from the University of Western Ontario.
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Investment AdvisorTdToronto, On, Ca -
Investment AdvisorTd Jan 2017 - PresentTd Tower, 66 Wellington Street WestTogether with his direct team, Jonathan provides tailored portfolio management services and holistic wealth planning to over $1.9 Billion of investment assets, comprised of a select group Canadian corporations, charitable organizations and some of Canada's highest net worth families. -
Sales & Trading AssociateTd Securities Aug 2015 - Jan 2017222 Bay St.• FX Spot & Options Trading: Flow trading of G10 currencies and managing risk of TD Bank retail portfolio. FX options market making for banks and asset managers; structuring and distribution to commercial and corporate clients. • Institutional Fixed Income Sales: Origination and distribution of government/provincial debt, swaps, asset swaps and interest rate options for institutional clientele of asset managers, pension plans and central banks.• Credit & Precious Metals: Sales &… Show more • FX Spot & Options Trading: Flow trading of G10 currencies and managing risk of TD Bank retail portfolio. FX options market making for banks and asset managers; structuring and distribution to commercial and corporate clients. • Institutional Fixed Income Sales: Origination and distribution of government/provincial debt, swaps, asset swaps and interest rate options for institutional clientele of asset managers, pension plans and central banks.• Credit & Precious Metals: Sales & trading of Canadian corporate bonds and commercial paper, as well as advise on and procure precious metals exposure for a variety of bank clientele. Show less -
Manager, Central Canada - National SalesTd Asset Management Mar 2014 - Aug 2015161 Bay St. Toronto, Ont.Acting as a consultant and liaison for the portfolio management team at TD Asset Management, providing market commentary and investment strategy advice to a clientele of investment professionals. Additionally responsible for responsible for the strategic leadership of the Central Canada business development team generating investment analysis, trade ideas and sales strategy for team of 10 direct reports. Recipient of “Leading the Way” Award for Outstanding Performance… Show more Acting as a consultant and liaison for the portfolio management team at TD Asset Management, providing market commentary and investment strategy advice to a clientele of investment professionals. Additionally responsible for responsible for the strategic leadership of the Central Canada business development team generating investment analysis, trade ideas and sales strategy for team of 10 direct reports. Recipient of “Leading the Way” Award for Outstanding Performance (Q42013), (Q12014), (Q42014) Show less -
Business Development ManagerTd Asset Management Sep 2011 - Mar 2014161 Bay St., Toronto, Ont.Communicated the outlook and strategy of TDAM’s Portfolio Managers as a product expert on a wide-array of mandates, such as: investment grade/high yield bonds, Canadian Value oriented equities, low volatility quantitative funds, absolute return mandates and equity option collar strategiesRepresent TD Asset Management as a keynote speaker at investment seminars, conferences and events.
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Td Bank Retail - Various RolesTd Oct 2009 - Sep 2011Toronto, Ont.Consistently a top performer promoted to various roles within the bank's retail business involving investment advice, credit adjudication and relationship management.
Jonathan Freeman, Cfa, Mba Education Details
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Finance; Financial Engineering & Risk Management -
M.I.T/ English Language & Lit.
Frequently Asked Questions about Jonathan Freeman, Cfa, Mba
What company does Jonathan Freeman, Cfa, Mba work for?
Jonathan Freeman, Cfa, Mba works for Td
What is Jonathan Freeman, Cfa, Mba's role at the current company?
Jonathan Freeman, Cfa, Mba's current role is Investment Advisor.
What schools did Jonathan Freeman, Cfa, Mba attend?
Jonathan Freeman, Cfa, Mba attended University Of Toronto - Rotman School Of Management, Western University.
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