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@meradia.com
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1 phone found area 434
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Jonathan Boersma, Cfa is listed as Investment Performance and GIPS Subject Matter Expert at Meradia, a company with 29 employees, based in Greater Charlottesville Area, United States, United States. AeroLeads shows a work email signal at meradia.com, phone signal with area code 434, and a matched LinkedIn profile for Jonathan Boersma, Cfa.
Jonathan Boersma, Cfa previously worked as Practice Lead, GIPS and Performance Regulation at Meradia and Partner & Co-Founder at Ziasset Consulting. Jonathan Boersma, Cfa holds Bachelor Of Science from University Of Wisconsin-Madison.
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AeroLeads found 1 current-domain work email signal for Jonathan Boersma, Cfa. Compare company email patterns before reaching out.
In 2022, Mr. Boersma joined Meradia to strengthen its investment performance practice expand its service offerings to include consulting services around the GIPS standards and investment performance-related regulations. Meradia offers investment operations and technology consulting, with a focus on investment performance and operational transformations.In 2018, Mr. Boersma joined with 4 seasoned professionals to form ZiAsset Consulting. Based in Shanghai, Hong Kong, Switzerland, and the US, ZiAsset Consulting provides strategic business consulting and customized technology solutions to serve the Chinese and international Investment Management, Wealth Management, Pension, and Securities Services community. Mr. Boersma founded Basis Point Solutions (BPS) in 2017 and offers consulting, training, and subject matter expertise on investment performance, the Global Investment Performance Standards (GIPS®), the CFA Institute Asset Manager Code (AMC), and business ethics. BPS offers services to investment management companies and asset owners.Previously, Mr. Boersma served as the Executive Director of the GIPS standards and Head of Professional Standards at CFA Institute. He was responsible for the oversight of all aspects of the CFA Institute Professional Standards, including the CFA Institute Code of Ethics and Standards of Professional Conduct, the GIPS standards, the Asset Manager Code of Professional Conduct, and the Pension Trustee Code. His responsibilities included managing a global team of senior investment professionals and volunteers and managing the creation of solutions and practices to improve the integrity and ethical practices within the financial services industry. Mr. Boersma is a frequent speaker on ethics in the investment industry, is often quoted in the financial press, and has appeared on CNN, CNBC, ABC World News, and PBS. Mr. Boersma testified before the United States Senate Judiciary Committee on the need for independence between investment analysts, hedge funds, and corporate issuers. Mr. Boersma was the 2014 winner of the Portfolio Institutionell (www.portfolio-institutionell.de) Reader's Choice Award for Industry Achievement.
Listed skills include Asset Allocation, Performance Measurement, Investment Policy, Investments, and 19 others.
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Led and contributed to projects delivering strategic assessments and business intelligence solutions. Performed technology assessments and rationalizations, organizational structure reviews, conducted vendor search, selection, and implementations, and developed and delivered KPI dashboard proof of concept.
Charlottesville, Virginia Area
Other employees you can reach at meradia.com. View company contacts for 29 employees →
Jeremy Welch
Colleague at Meradia
Greater Philadelphia, United States
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LB
Lisa Bentley
Colleague at Meradia
Napa, California, United States, United States
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Xiexiang (Jenny) Xu，Cfa, Caia,Mba, M.Sc.
Colleague at Meradia
Toronto, Ontario, Canada, Canada
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TA
Timika Adget
Colleague at Meradia
Philadelphia, Pennsylvania, United States, United States
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CB
Chris Bodkins, Cfa
Colleague at Meradia
Atlanta, Georgia, United States, United States
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TM
Tina Madel, Cfa
Colleague at Meradia
United States, United States
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Piers Hansen
Colleague at Meradia
Greater Philadelphia, United States
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MS
Mitsch Schueler
Colleague at Meradia
Cologne Bonn Region, Germany
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JD
Jake D.
Colleague at Meradia
West Chester, Pennsylvania, United States, United States
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JG
Julie Govain
Colleague at Meradia
Philadelphia, Pennsylvania, United States, United States
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Quick answers generated from the profile data available on this page.
Jonathan Boersma, Cfa works for Meradia.
Jonathan Boersma, Cfa is listed as Investment Performance and GIPS Subject Matter Expert at Meradia.
AeroLeads has found 1 work email signal at @meradia.com for Jonathan Boersma, Cfa at Meradia.
AeroLeads has found 1 phone signal(s) with area code 434 for Jonathan Boersma, Cfa at Meradia.
Jonathan Boersma, Cfa is based in Greater Charlottesville Area, United States, United States while working with Meradia.
Jonathan Boersma, Cfa has worked for Meradia, Ziasset Consulting, Basis Point Solutions, Cfa Institute, and The Investment Fund For Foundations.
Jonathan Boersma, Cfa's colleagues at Meradia include Jeremy Welch, Lisa Bentley, Xiexiang (Jenny) Xu，Cfa, Caia,Mba, M.Sc., Timika Adget, and Chris Bodkins, Cfa.
You can use AeroLeads to view verified contact signals for Jonathan Boersma, Cfa at Meradia, including work email, phone, and LinkedIn data when available.
Jonathan Boersma, Cfa holds Bachelor Of Science from University Of Wisconsin-Madison.
Jonathan Boersma, Cfa is listed with skills including Asset Allocation, Performance Measurement, Investment Policy, Investments, Investment Management, Portfolio Management, Financial Risk, and Asset Managment.
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