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:→ your portfolio→ the risks involved→ the strategic decisions that align your assets with your goalsI’ve 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:→ Ph.D. in Economics (Econometrics and Finance) from Boston University, awarded a full Presidential Fellowship.→ B.A. in Economics and International Studies from UCLA, graduated Summa Cum Laude and with College Honors.→ I’ve 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 wasn’t exactly known for success stories.→ 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.→ 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.Let’s 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)
Listed skills include Hedge Funds, Valuation, Economics, Portfolio Management, and 37 others.
