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@drobnycapital.com
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2 phones found area 617
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LinkedIn matched
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Jonathan Lesh, Cfa is listed as Founder at Givmo at Givmo, based in Santa Monica, California, United States. AeroLeads shows a work email signal at drobnycapital.com, phone signal with area code 617, and a matched LinkedIn profile for Jonathan Lesh, Cfa.
Jonathan Lesh, Cfa previously worked as Founder at Givmo and Investment Consultant at Sequoia Financial Group. Jonathan Lesh, Cfa holds Bachelor'S Degree, Business Administration, Finance from Northeastern University.
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AeroLeads found 1 current-domain work email signal for Jonathan Lesh, Cfa. Compare company email patterns before reaching out.
I am the founder of a next-generation giving platform, dedicated to unlocking the vast, untapped potential of generosity in our society. We aim to create innovative, user-centric solutions that make charitable giving more accessible, engaging, and impactful.I bring a unique blend of skills in product design, full-stack development, and investment management. The first decade of my career was spent in investment management, working at a $30 billion AUM wealth manager, a $1 trillion AUA investment consultant, and later leading the hedge fund seeding business as Head of Manager Research at an alternative investment firm.After initially developing programming skills in an investment-focused context, I decided to broaden my skillset to bring my vision for consumer products to life. Today, I lead my startup with hands-on experience across our tech stack—from DevOps and SQL to Python (FastAPI) and Dart (Flutter)—focused on building scalable, robust, and intuitive products.
Listed skills include Microsoft Excel, Investments, Financial Analysis, Bloomberg, and 12 others.
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Givmo offers U.S. businesses an automated donation-matching service designed to increase employee engagement and retention, remove administrative burden, and ultimately increase the amount of money that is donated to charities every year. www.givmo.io
Santa Monica, Ca, Us
Alternative investment research for Wilshire Funds Management and Wilshire Consulting
Santa Monica, Ca, Us
Hedge fund research, evaluation, and selection for Wilshire Consulting.
Boston, Ma, Us
- Lead 30+ manager meetings each quarter for existing manager coverage and new manager due diligence- Participated on quarterly client calls to discuss their hedge fund portfolio, providing updates on each manager’s performance and roll in the portfolio- Conduct full due diligence on potential managers and write 30+ page recommendation memos to be presented to Investment Committee for approval- Analyze prospective clients’ portfolios, create custom diagnostic slides, and assist with writing RFP’s- Synthesize performance/exposure analysis, investor letters, and meeting notes into client-ready quarterly reports for 20+ hedge funds - Designed and developed an analytical tool to efficiently generate client-ready analysis (i.e. peer group, performance, exposure z-score, AUM, top drawdowns, correlation, and factor analysis)- Developed firm-wide cash flow model used by the client teams on a daily basis to optimize and stress test portfolios, as well as to size future PE commitments- Developed new company Intranet website, including the development of a live market monitor integrated with Bloomberg
Boston, Ma, Us
- Processing bond trades- Writing recommendation memorandums for fixed income and private equity funds, as well as quarterly and semi-annual manager summaries - Developing a macroeconomic research database using tag-based file management software- Developed new company intranet page- Supporting the investment group with ad-hoc projects and Pertrac work
Boston, Massachusetts, Us
- Managed the credit default swaps desk, pricing CDS on a daily basis- Met multiple daily pricing deadlines by proactively reaching out to brokers and custodians to quickly and accurately solve pricing discrepancies - Utilized Bloomberg, Thompson Reuters and Super Derivatives to revalue and confirm CDS and futures- Worked with outside custodians to ensure daily delivery and accuracy of spreads- Developed innovative solutions to maximize efficiency while minimizing human error by automating tasks with Excel
New York, Ny, Us
- Managed the promotion of investment materials to clients during a firm-wide investment banking deal- Utilized Google AdWords and search engine optimization to head up marketing for the options department- Worked with the IT Manager on a daily basis to resolve technical problems and assist all employees with troubleshooting their computers and cell phones- Trained all employees and smoothed transition to newly implemented Google Cloud - Developed innovative IT solutions to increase efficiency in the office
Quick answers generated from the profile data available on this page.
Jonathan Lesh, Cfa works for Givmo.
Jonathan Lesh, Cfa is listed as Founder at Givmo at Givmo.
AeroLeads has found 1 work email signal at @drobnycapital.com for Jonathan Lesh, Cfa at Givmo.
AeroLeads has found 2 phone signal(s) with area code 617 for Jonathan Lesh, Cfa at Givmo.
Jonathan Lesh, Cfa is based in Santa Monica, California, United States while working with Givmo.
Jonathan Lesh, Cfa has worked for Givmo, Sequoia Financial Group, Clocktower Group, Wilshire Associates, and Scs Financial.
You can use AeroLeads to view verified contact signals for Jonathan Lesh, Cfa at Givmo, including work email, phone, and LinkedIn data when available.
Jonathan Lesh, Cfa holds Bachelor'S Degree, Business Administration, Finance from Northeastern University.
Jonathan Lesh, Cfa is listed with skills including Microsoft Excel, Investments, Financial Analysis, Bloomberg, Fixed Income, Powerpoint, Hedge Funds, and Pertrac.
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