Jonathon Ansley, Cfa

Jonathon Ansley, Cfa Email and Phone Number

Senior Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management @ Evolutionary Tree Capital Management
alexandria, virginia, united states
Jonathon Ansley, Cfa's Location
Washington DC-Baltimore Area, United States
Jonathon Ansley, Cfa's Contact Details

Jonathon Ansley, Cfa personal email

Jonathon Ansley, Cfa phone numbers

About Jonathon Ansley, Cfa

Jonathon Ansley, CFA, is a Sr. Research Analyst and Associate Portfolio Manager on the Investment Team, and a founding staff member of Evolutionary Tree Capital Management. Prior to joining the firm, Mr. Ansley spent over five years at Sands Capital Management, a concentrated-growth equity investment manager with over $40 billion in assets under management. Jonathon joined the Sands Investment Team in 2012 as a Research Associate on the global Technology Sector Team. In this role, he conducted in-depth fundamental research on a number of technology businesses, with a particular focus on Software and Internet companies. He was involved in every step of the research process, from idea generation and research to vetting investment ideas with the Portfolio Managers. His research supported both the Technology Innovators strategy and the Select Growth US Large-Cap Growth strategy, which was co-managed by Thomas Ricketts, CFA, who went on to found Evolutionary Tree in late 2017. Before joining the Investment Team, Jonathon spent time on the Client Relations Team at Sands Capital, where he gained valuable client service experience with large institutional clients. Prior to his time at Sands Capital, Jonathon spent nearly four years as an Investment Performance Analyst at Cambridge Associates, an investment consultant to institutional investors, foundations and endowments, sovereign wealth funds, and private clients.He received his B.A. in Economics from the University of Virginia (2007) and was awarded the Chartered Financial Analyst designation (2017).

Jonathon Ansley, Cfa's Current Company Details
Evolutionary Tree Capital Management

Evolutionary Tree Capital Management

View
Senior Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management
alexandria, virginia, united states
Employees:
4
Jonathon Ansley, Cfa Work Experience Details
  • Evolutionary Tree Capital Management
    Senior Research Analyst And Associate Portfolio Manager
    Evolutionary Tree Capital Management Dec 2020 - Present
    • Senior Research Analyst covering innovative growth companies across a variety of sectors including technology, consumer, fintech, and healthcare.• Associate Portfolio Manager supporting the CIO and lead PM in portfolio construction and management, including implementing trades for client accounts.• Conduct bottom-up, fundamental research on both existing and prospective portfolio companies.• Assist the founder in building out the research platform, implementing institutional-class infrastructure, marketing and client relations, and crafting the business development strategy, among other business functions.
  • Evolutionary Tree Capital Management
    Research Analyst And Associate Portfolio Manager
    Evolutionary Tree Capital Management Nov 2019 - Dec 2020
  • Evolutionary Tree Capital Management
    Research Analyst
    Evolutionary Tree Capital Management Aug 2017 - Nov 2019
    Alexandria, Va
    • Research Analyst covering innovative growth companies across a variety of sectors including technology, consumer, fintech, and healthcare.• Conduct bottom-up, fundamental research on both existing and prospective portfolio companies. • Assist the founder in building out the research platform, implementing institutional-class infrastructure, and crafting the business development strategy, among other business functions.
  • Sands Capital Management
    Equity Research Associate
    Sands Capital Management 2012 - 2016
    Washington D.C. Metro Area
    • Equity Research Associate supporting the global Technology sector team.• Conducted deep fundamental research on new investment ideas, and supported multiple research analyst in coverage of existing holdings across a broad range of tech businesses.• Led meetings with public and private company CEOs and CFOs of existing and potential investments.• Identified, researched, valued, and evaluated potential investments for fit with the investment criteria.• Vetted research and recommendations with sector team/portfolio managers, and developed value-adding insights.• Built and maintained financial models in Excel, gathered and analyzed data, and prepared presentations.• Analyzed company news flow, including quarterly business results, and provided updates to analysts and PMs• Lead channel-check calls on current portfolio companies/ and trends and research priorities and collaborated with sector teams to develop industry theses.
  • Sands Capital Management
    Client Service Specialist
    Sands Capital Management 2011 - 2012
    Washington D.C. Metro Area
    • Acted as the primarily liaison to over 60 institutional clients, providing each with monthly/quarterly reporting. • Completed Due Diligence Questionnaires and RFPs for prospective clients and guided the new client “on-boarding” process.
  • Cambridge Associates
    Investment Perfomance Analyst
    Cambridge Associates 2009 - 2011
    Washington D.C. Metro Area
    • Interacted and communicated regularly with external clients, Cambridge consultants, and other departments to ensure a clear understanding of the client's investment strategy and objectives. • Acted as primary liaison to diverse group of 20 institutional clients with assets totaling in excess of $10B; clients included endowments and foundations, non-profits, trusts, and families. • Composed quarterly performance memos highlighting drivers of manager and composite performance, attribution analysis, sector allocations, and geographical exposures of client investments.
  • Cambridge Associates
    Senior Investment Performance Associate
    Cambridge Associates 2008 - 2009
    Washington D.C. Metro Area
    • Managed and trained a team of four Investment Associates, ensuring the quality and timeliness of client investment performance reports. • Responsible for managing workflow efficiency, professional mentoring, and product quality as primary liaison to Analyst group.• Led meetings to discuss team efficiency and deadlines with Investment Analysts and Operations Managers• Compiled monthly and quarterly performance measurement reports that included asset allocation, cash flow, investment performance, attribution and portfolio analysis exhibits using FactSet and Bloomberg in the process
  • Cambridge Associates
    Investment Associate
    Cambridge Associates 2007 - 2008
    Washington D.C. Metro Area

Jonathon Ansley, Cfa Skills

Equity Research Financial Modeling Fundamental Analysis Equity Valuation Factset Equities Investment Management Financial Analysis Investments Valuation Finance Microsoft Excel Microsoft Word Microsoft Powerpoint Hedge Funds Portfolio Management Alternative Investments Capital Markets Venture Capital Private Equity Asset Management Strategy Leadership Microsoft Office Research

Jonathon Ansley, Cfa Education Details

Frequently Asked Questions about Jonathon Ansley, Cfa

What company does Jonathon Ansley, Cfa work for?

Jonathon Ansley, Cfa works for Evolutionary Tree Capital Management

What is Jonathon Ansley, Cfa's role at the current company?

Jonathon Ansley, Cfa's current role is Senior Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management.

What is Jonathon Ansley, Cfa's email address?

Jonathon Ansley, Cfa's email address is jw****@****ail.com

What is Jonathon Ansley, Cfa's direct phone number?

Jonathon Ansley, Cfa's direct phone number is +170356*****

What schools did Jonathon Ansley, Cfa attend?

Jonathon Ansley, Cfa attended University Of Virginia, Villanova University.

What skills is Jonathon Ansley, Cfa known for?

Jonathon Ansley, Cfa has skills like Equity Research, Financial Modeling, Fundamental Analysis, Equity Valuation, Factset, Equities, Investment Management, Financial Analysis, Investments, Valuation, Finance, Microsoft Excel.

Who are Jonathon Ansley, Cfa's colleagues?

Jonathon Ansley, Cfa's colleagues are Andrew Taylor, Cfa, Erin Price, Pj Zinsner.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.