Jonathan Saunders Email & Phone Number

I am an Investment Specialist with the J.P. Morgan Private Bank in Tampa. I am part of an investment team advising families, foundations, and endowments on the west coast of Florida on asset allocation, tactical trading solutions, and portfolio management.Prior to joining the investment team, I was an analyst supporting the banker team in Naples, Florida. I specialized in financial planning and modeling, covering all aspects of our clients' portfolios, including investments, credit, and estate planning.I spent the Spring and Summer of 2015 as an intern for the Gray-Robinson law firm in Naples, where I worked in the government law and lobbying department. Additionally, I spent the Fall of 2015 as an intern in the finance department at Habitat for Humanity of Collier County, which is the largest Habitat for Humanity branch in the United States. During college I was a member of the Phi Eta Sigma national honor society and the Beta Gamma Sigma business honors society, as well as the Florida Gulf Coast University Model United Nations and Amnesty International clubs. Additionally, from August to December 2015 I participated in the Student Managed Investment Fund at Florida Gulf Coast University, where I worked with a team of five other Finance majors selected to manage a $300,000 portfolio drawn from the school's endowment fund.

Listed skills include Microsoft Excel, Data Analysis, Analysis, Public Speaking, and 5 others.