Jonathan Weitz

Jonathan Weitz Email and Phone Number

President at Perpetual Americas Funds Trust @ J O Hambro Capital Management
united kingdom
Jonathan Weitz's Location
Canton, Massachusetts, United States, United States
Jonathan Weitz's Contact Details

Jonathan Weitz work email

Jonathan Weitz personal email

n/a

Jonathan Weitz phone numbers

About Jonathan Weitz

Jonathan Weitz is a President at Perpetual Americas Funds Trust at J O Hambro Capital Management. He possess expertise in equity trading, equities, bloomberg, capital markets, trading and 15 more skills.

Jonathan Weitz's Current Company Details
J O Hambro Capital Management

J O Hambro Capital Management

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President at Perpetual Americas Funds Trust
united kingdom
Website:
johcm.com
Employees:
161
Jonathan Weitz Work Experience Details
  • Perpetual Americas Funds Trust
    President
    Perpetual Americas Funds Trust Jul 2021 - Present
  • J O Hambro Capital Management
    Chief Operating Officer, Us
    J O Hambro Capital Management Sep 2020 - Present
    Boston, Massachusetts, United States
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  • J O Hambro Capital Management
    Director - Johcm (Usa) Inc.
    J O Hambro Capital Management Nov 2016 - Present
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  • J O Hambro Capital Management
    Senior Vice President - Business Manager At Johcm (Usa) Inc.
    J O Hambro Capital Management Jun 2016 - Sep 2020
    United States
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  • Century Capital Management
    Co-Director Of Operations / Partner
    Century Capital Management May 2013 - Jun 2016
    Greater Boston Area
    Member of three person Management Committee responsible for overall management of firm with revenues in excess of $10MCreate, analyze and review budgets related to P/L with Managing Partner and CFO monthly and annuallyFacilitate monthly Partner Meetings to review company performanceManage personnel including Marketing, Information Technology, Trading & Administrative staffIn conjunction with CFO oversee compliance and legal issues related to mutual fundsFocus on strategy, product development and marketplace analysis to achieve optimum performanceLed recruitment efforts that resulted in the hiring of an analyst, portfolio manager, CCO, and Director of Advisor ServicesManage selection and evaluation of over 50 vendor relationships and budgetsPresent weekly report on market performance and portfolio attribution to investment teamDeliver quarterly presentations to Mutual Fund Board of Trustees including fund performance review and pricingLed Proxy campaign including drafting of proxy and solicitation from shareholdersResponsible for production of Annual Shareholder Letter and fund commentaries
  • Century Capital Management
    Head Equity Trader / Partner
    Century Capital Management Sep 2003 - Jun 2016
    Responsible for managing trading desk responsible for five different portfolio strategies totaling $1.8B AUM ($3.1B peak)Created trading operation by installing an Order Management System, Portfolio Accounting System, Compliance and Trade SettlementsExecuted all trades for various portfolios while seeking best execution and adhering to all regulatory standardsProvide market intelligence to the investment team: company, economic & intraday market news

Jonathan Weitz Skills

Equity Trading Equities Bloomberg Capital Markets Trading Mutual Funds Alternative Investments Asset Management Fixed Income Investments Electronic Trading Trading Systems Financial Analysis Series 7 Risk Management Hedge Funds Etfs Private Equity Finra Securities

Jonathan Weitz Education Details

Frequently Asked Questions about Jonathan Weitz

What company does Jonathan Weitz work for?

Jonathan Weitz works for J O Hambro Capital Management

What is Jonathan Weitz's role at the current company?

Jonathan Weitz's current role is President at Perpetual Americas Funds Trust.

What is Jonathan Weitz's email address?

Jonathan Weitz's email address is jw****@****cap.com

What is Jonathan Weitz's direct phone number?

Jonathan Weitz's direct phone number is (617)-482*****

What schools did Jonathan Weitz attend?

Jonathan Weitz attended Babson College - Franklin W. Olin Graduate School Of Business, Rollins College.

What skills is Jonathan Weitz known for?

Jonathan Weitz has skills like Equity Trading, Equities, Bloomberg, Capital Markets, Trading, Mutual Funds, Alternative Investments, Asset Management, Fixed Income, Investments, Electronic Trading, Trading Systems.

Who are Jonathan Weitz's colleagues?

Jonathan Weitz's colleagues are Giorgio Caputo - Personal (Non-Professional) Account, Emily Thomas, Gillian Boucher, Jeffrey Sussman, Ritu Kataria, Adam Cawston, Becky Handy.

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