Jonathan Treussard, Ph.D. Email and Phone Number
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For 15+ years, I've been helping business leaders, high-achieving professionals, and stewards of substantial family wealth navigate complex financial landscapes.I founded Treussard Capital Management LLC to empower high-net-worth investors to regain understanding, control, and agency over their investment portfolios.My aim is to ensure you fully understand:β your portfolioβ the risks involvedβ the strategic decisions that align your assets with your goalsIβve helped billionaires navigate the Great Financial Crisis and the Covid era.I want to make sure you feel the same confidence in your portfolio so that you can act from a place of strength.Academic achievements:β Ph.D. in Economics (Econometrics and Finance) from Boston University, awarded a full Presidential Fellowship.β B.A. in Economics and International Studies from UCLA, graduated Summa Cum Laude and with College Honors.β Iβve taught Finance and Investments at Boston University, MIT, and Chapman to undergraduates and MBA students.However, I am not your typical financial advisor.My journey began in a Parisian suburb that wasnβt exactly known for success stories.β At 17, I flew to Los Angeles, dreaming of becoming a professional musician. Well, reality had other plans for me.I ended up developing a passion for economics, and especially financial markets.I studied with people who turned finance into a science, like Nobel Prize winner Bob Merton who gave me my first job.β Then I became a senior leader at world-class family offices and asset management firms. I launched Treussard Capital Management to channel all this experience into redefining wealth management for my clients.Letβs connect!Reach out through my website www.treussard.com or email me directly at jonathan@treussard.com.(Note: Nothing I post on LinkedIn is financial advice. All education only. See www.treussard.com for full disclaimers)
Treussard Capital Management
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FounderTreussard Capital Management May 2023 - PresentYour Wealth. Guided with Attention, Intention, and Purpose.At Treussard Capital Management, we redefine wealth management by transforming impersonal services into a bespoke relationship. Our mission is to empower business leaders, high-achieving professionals, and stewards of substantial family wealth to regain understanding, control, and agency over their investment portfolios. We guide you and your portfolio through complex financial landscapes.β Wealth & Asset Managementβ Financial Planning -
Senior Vice President, Investment DivisionIrvine Company May 2021 - Feb 2023Newport Beach, Ca, UsI was in a strategic role reporting directly to the Chief Investment Officer to position the Investment Fund for the next phase of growth and investment strategy development. Top achievements:β Initiated new trading strategies to maximize returns and generate alpha for core portfolio positions. Substantial P&L was produced as a resultβ Produced macro, market, and portfolio analysis with real-time applicationsβ Initiated internal discussions and distributed analyses to encourage debate of underlying investment approachesβ Led business risk analysis of equity holdings, combining empirical research, Python coding, and team collaboration to quantify equity risk profile. -
Partner And Head Of ProductResearch Affiliates Jun 2014 - May 2021Newport Beach, California, UsI was responsible for product strategy and key business initiatives across international markets and all investment strategies, reported directly to the CEO.Top achievements:β Framed and ran an annual strategic planning process with the management committee and board.β Established a formal analytics function to handle thousands of client inquiries, including billion-dollar mandates.β Established a new product management function and served as a key interface with the largest clients, asset owners, and consultants across all geographies (U.S., Europe, Australia).β Oversaw all aspects of transitioning $8B active equities book of business (RAE) from direct management at Research Affiliates to sub-advisory relationship at PIMCO. -
Senior AssociateZiff Brothers Investments Jun 2008 - Jan 2014Reporting to the Chief Risk Officer and Chief Strategy Officer, I improved alpha generation by increasing profitability of investment strategies and advancing practical solutions to large and probable risks during the Great Financial Crisis and beyond.Top achievements:β Led development of a risk control framework for energy commodities. Delivered same-day analysis on market impact from a large hedge fund wind-down.β Identified market patterns and portfolio mismatches, which resulted in improved alignment of realized alpha with expectations and economic exposure to investment themes.β Designed and implemented hedges in derivatives to protect the firm from macro-driven risks. Ensured full value realization on OTC contracts with substantial P&L.β Directed risk and scenario reporting across all asset classes and legal entities, escalated risk issues, and improved responsiveness to senior management's genuine risk concerns.
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LecturerMit Sloan School Of Management Jan 2008 - May 2008Cambridge, Ma, UsTaught MBA Investment Analysis and Portfolio Management -
LecturerBoston University School Of Management Jan 2007 - May 2008Boston, Ma, UsTaught Undergraduate Investment Analysis and Portfolio Management -
AssociateIntegrated Finance Limited Jun 2006 - Oct 2006Worked for Nobel Prize Winner Bob Merton on the SmartNest retirement planning and investing platform for corporate pension plans.
Jonathan Treussard, Ph.D. Skills
Jonathan Treussard, Ph.D. Education Details
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UclaEconomics And International Studies -
Boston UniversityEconomics -
Lycee LakanalEconomics And Social Sciences
Frequently Asked Questions about Jonathan Treussard, Ph.D.
What company does Jonathan Treussard, Ph.D. work for?
Jonathan Treussard, Ph.D. works for Treussard Capital Management
What is Jonathan Treussard, Ph.D.'s role at the current company?
Jonathan Treussard, Ph.D.'s current role is I Help High-Net-Worth Investors Align Their Wealth Seamlessly With Personal Goals & Aspirations π― | Wealth Management πΌ | Ex $150B Global Asset Partner | π Economics Ph.D..
What is Jonathan Treussard, Ph.D.'s email address?
Jonathan Treussard, Ph.D.'s email address is jt****@****ail.com
What is Jonathan Treussard, Ph.D.'s direct phone number?
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What schools did Jonathan Treussard, Ph.D. attend?
Jonathan Treussard, Ph.D. attended Ucla, Boston University, Lycee Lakanal.
What skills is Jonathan Treussard, Ph.D. known for?
Jonathan Treussard, Ph.D. has skills like Hedge Funds, Valuation, Economics, Portfolio Management, Derivatives, Investments, Equities, Financial Modeling, Risk Management, Quantitative Analytics, Bloomberg, Options.
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