Jonathon Ansley, Cfa
AeroLeads people directory · profile

Jonathon Ansley, Cfa Email & Phone Number

Senior Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management at Evolutionary Tree Capital Management
Location: Washington DC-Baltimore Area, United States, United States 8 work roles 2 schools
1 phone found area 703 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 phone

Direct phone (703) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Senior Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management
Location
Washington DC-Baltimore Area, United States, United States
Company size

Who is Jonathon Ansley, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jonathon Ansley, Cfa is listed as Senior Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management at Evolutionary Tree Capital Management, a company with 4 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows phone signal with area code 703 and a matched LinkedIn profile for Jonathon Ansley, Cfa.

Jonathon Ansley, Cfa previously worked as Senior Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management and Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management. Jonathon Ansley, Cfa holds Bachelor Of Arts (Ba), Economics from University Of Virginia.

Company email context

Email format at Evolutionary Tree Capital Management

This section adds company-level context without repeating Jonathon Ansley, Cfa's masked contact details.

Evolutionary Tree Capital Management

Review company-level records connected to Jonathon Ansley, Cfa before choosing the right outreach path.

Profile bio

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).

Listed skills include Equity Research, Financial Modeling, Fundamental Analysis, Equity Valuation, and 21 others.

Current workplace

Jonathon Ansley, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Evolutionary Tree Capital Management
Evolutionary Tree Capital Management
Senior Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management
alexandria, virginia, united states
Employees
4
AeroLeads page
8 roles · 19 years

Jonathon Ansley, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Research Analyst And Associate Portfolio Manager

Current
  • 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.
Dec 2020 - Present

Research Analyst

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.
Aug 2017 - Nov 2019

Equity Research Associate

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.
2012 - 2016 ~4 yrs

Client Service Specialist

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.
2011 - 2012 ~1 yr

Investment Perfomance Analyst

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.
2009 - 2011 ~2 yrs

Senior Investment Performance Associate

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
2008 - 2009 ~1 yr
Team & coworkers

Colleagues at Evolutionary Tree Capital Management

Other employees you can reach at evolutionarytree.com. View company contacts for 4 employees →

2 education records

Jonathon Ansley, Cfa education

FAQ

Frequently asked questions about Jonathon Ansley, Cfa

Quick answers generated from the profile data available on this page.

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 Evolutionary Tree Capital Management?

Jonathon Ansley, Cfa is listed as Senior Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management at Evolutionary Tree Capital Management.

What is Jonathon Ansley, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 703 for Jonathon Ansley, Cfa at Evolutionary Tree Capital Management.

Where is Jonathon Ansley, Cfa based?

Jonathon Ansley, Cfa is based in Washington DC-Baltimore Area, United States, United States while working with Evolutionary Tree Capital Management.

What companies has Jonathon Ansley, Cfa worked for?

Jonathon Ansley, Cfa has worked for Evolutionary Tree Capital Management, Sands Capital Management, and Cambridge Associates.

Who are Jonathon Ansley, Cfa's colleagues at Evolutionary Tree Capital Management?

Jonathon Ansley, Cfa's colleagues at Evolutionary Tree Capital Management include Erin Price, Andrew Taylor, Cfa, and Pj Zinsner.

How can I contact Jonathon Ansley, Cfa?

You can use AeroLeads to view verified contact signals for Jonathon Ansley, Cfa at Evolutionary Tree Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Jonathon Ansley, Cfa attend?

Jonathon Ansley, Cfa holds Bachelor Of Arts (Ba), Economics from University Of Virginia.

What skills is Jonathon Ansley, Cfa known for?

Jonathon Ansley, Cfa is listed with skills including Equity Research, Financial Modeling, Fundamental Analysis, Equity Valuation, Factset, Equities, Investment Management, and Financial Analysis.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.