Jonathan Stanley, Cfa Email & Phone Number

Hartford, Connecticut, United States

New York, United States

Managing Director & Portfolio Manager – US MTM Portfolio Manager (2019 to Present)Maintains authority to review and approve or deny analyst recommendations along with serving as member of the investment committee where decisions are made relating to investments in US MTM portfolios, that include SMAs and Co-mingled Funds, and CLOs across the firm’s Performing Credit platform. Lead management of funds and SMAs with performance exceeding respective benchmarks while concurrently focusing on downside protection.* Manages leveraged finance portfolios representing $1.5B in assets under management of a $14B platform in the United States with co-managed global flagship fund consistently outperforming respective benchmark over past 3.5 years.* Engages high touch virtually or in-person with investors to provide status updates on positioning, performance, and strategic shifts in investment strategy based on market conditions.* Consistently meets and surpasses the expectations of clients that include some of the most reputable international investors. These include prominent Banks, Pensions, and Endowments across the United States, Europe and Asia.* Serves on the US Investment Committee, reviewing potential buy and sell side investments for the Performing Credit Platform while also providing insight into portfolio positioning. Maintains a low overall default rate and loss rates while delivering strong relative returns.* As the High Yield Specialist, leads discussions around relative value within overall capital structures.* Leads compliance and ESG monitoring, including testing while exercising a command of unique and individualized mandate restrictions with zero violations.* Actively engaged in sales efforts, in unison with the firm’s IR team, by participating in calls with prospects both domestically and internationally across family offices, high net worth individuals, and institutional investors such as pension funds and financial institutions.

Hartford, Connecticut

Managing Director & Portfolio Manager – High Yield Sector Manager (2012 to 2019)A demonstrated record of success and achievement at this provider of comprehensive fixed income portfolio management, marked by a promotion to a position of increased influence and authority. Recognized as a strong team player with positive impact, contributing to the direction of the firm.As Managing Director & Portfolio Manager – High Yield Sector Manager, serves a key leadership role overseeing a dedicated High Yield fund while serving as co-manager for two leveraged finance funds and two multi-sector income funds. Coordinates and leads marketing efforts across the entire product suite, securing business with institutional and retail clients. instrumental in influencing the direction of the group by helping develop the ETF platform at Newfleet and also at Virtus.* As Sector Manager, manages High Yield exposure across all assets under management, comprising $1.5B out of $10.5B managed by the firm.* Involved in the firm’s short duration multi-sector bond fund that has run countless awards by Lipper and is recognized by both Lipper and Morningstar as a star performer. Manages a dedicated HY fund and an ETF that are rated 4 stars by Morningstar. * Positions the company as an industry thought leader through white papers, conference calls, and speaking engagements at industry conferences.2011: Director & Research Analyst – High Yield Sector ManagerServed as the architect of a strategy for High Yield allocation within multi-sector portfolios representing $6B in assets under management. Engaged in extensive research into retail, REITs, utilities, consumer products, and tobacco companies.* Formulated recommendations across new and secondary issues within these industries within the investment grade, high yield, and leveraged loan sectors of the bond market.* Directed the efforts of two junior analysts, building competencies in the use of a formulaic credit process.

Hartford, Connecticut Area

Oversaw all facets of Fixed Income at this privately owned investment manager, developing and executing strategy for High Yield allocation within multi-sector portfolios representing $6B in total return assets under management.* Examined industries with total exposure of $650M across all portfolios, gaining insight into companies in the Retail, REIT, and Utility industries.* Developed well-researched, informed recommendations of securities for Buy & Hold accounts as well as Total Return accounts.

Sarasota, Florida Area

Administered, researched, and executed trades within retail fixed income portfolios representing $50M in assets under management for this provider of wealth management services.* Credited with co-developing a proprietary quantitative screening process that ranked a stock’s relative attractiveness.* Co-managed equity portfolios representing $75M in assets under management using a value-style fundamental bent; additionally, led research and trading in these portfolios.

Master Of Business Administration (Mba)

Master Of Science (Ms), Accounting