Jonathan Rosenzweig Email & Phone Number

New York, NY, US

London, GB

Infrastructure for buy/sell-side analysts as well as corporates to develop and manage customizable financial models.

New York, NY, US

A.I. driven platform used by large financial institutions to power their equity research workflow.

Appointed in June 2022 to serve as an Advisor to 18 Somerset, a newly established venture capital firm founded by Dan Keegan. Joined full-time as a Senior Partner on the Investment Team and CFO in early 2023. 18 Somerset strives to build a next-generation asset management company focused on FinTech solutions that target critical challenges within financial.

• CFO and Board Member for this Special Purpose Acquisition Company. Partnered with the CEO to build Home Plate from the ground up. Coordinated on all matters related to strategy; accounting and finance; board, advisor.
• Raised $8.5M in risk capital, including an institutional anchor investor.
• Executed and closed on Home Plate's IPO in October 2021, raising $200M of gross proceeds. Managed all matters related to the business's financials and regulatory filings and engaged extensively with investors.
• Formulated our strategy, processes and financial structure.
• Collaborated with partners, including our underwriter, bank, auditor, accountants, advisors, attorneys, insurance broker, financial printer, transfer agent, etc.
• Engaged board members and advisors about Home Plate’s vision, structural dynamics, and key business issues.

New York, NY, US

Helped Eden to develop and to evolve its private equity investment platform. Worked closely with the CEO and firm leadership to establish strategic priorities based on investment themes, to institute critical research processes, and to coach team members.

New York, New York, US

• Served as the sole business head for all of U.S. and Latin America Equity Research, including ~175 to 250+ employees. Formulated and executed the Department’s strategy; recruited, developed, coached, and trained.
• Re-engineered the management structure, processes and Analyst team to be more efficient, coordinated and impactful. Improved Citi’s broker vote rankings, while headcount and costs consistently declined.
• Achieved Department goals by partnering productively with Equities and other internal constituents in order to drive revenues. Enhanced the Department’s Institutional Investor ranking from #10 to #3 over 4 years by.
• Designed programs to develop new Analyst talent. Led Citi to earn the #1 ranking for “Rising Stars” in the U.S. by Institutional Investor.
• Drove thought leadership by optimizing the product, corporate access offerings, client service, and investment performance of Analysts. Played a pivotal role in the development and marketing of certain tactical.

New York, New York, US

• Managed Citi’s U.S. Technology, Media, Telecom, Consumer and Financial Analysts.
• Re-engineered policies and collaborated to restructure management following the Global Analyst Research Settlement of 2003.
• Introduced a new stock rating system, best practices for client marketing and interaction with trading, as well as a program to develop talent internally.
• Created a comprehensive new training program, which was implemented globally.

New York, New York, US

• Covered the Imaging and Visual Media sector, including EK, MMM, XRX, PBI, ADBE, MACR, LXK, and an eclectic mix of small cap technology stocks. Responsible for building earnings, balance sheet, and cash flow models.
• Ranked first or second every year from 1998-2002 by Institutional Investor.
• Earned top broker vote and sales force rankings consistently.
• Presented regularly to internal partners, industry organizations, clients and the media.

• Conducted asset allocation, portfolio and performance measurement analyses.
• Investigated investment opportunities related to new asset classes, fund managers, and private companies.

Bachelor Of Arts - Ba, Economics, Political Science

Master Of Business Administration (M.B.A.)