Jonathon Ansley, Cfa Email and Phone Number
Jonathon Ansley, Cfa personal email
- Valid
Jonathon Ansley, Cfa phone numbers
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).
Evolutionary Tree Capital Management
View- Website:
- evolutionarytree.com
- Employees:
- 4
-
Senior Research Analyst And Associate Portfolio ManagerEvolutionary 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. -
Research Analyst And Associate Portfolio ManagerEvolutionary Tree Capital Management Nov 2019 - Dec 2020 -
Research AnalystEvolutionary Tree Capital Management Aug 2017 - Nov 2019Alexandria, 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. -
Equity Research AssociateSands Capital Management 2012 - 2016Washington 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. -
Client Service SpecialistSands Capital Management 2011 - 2012Washington 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. -
Investment Perfomance AnalystCambridge Associates 2009 - 2011Washington 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. -
Senior Investment Performance AssociateCambridge Associates 2008 - 2009Washington 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 -
Investment AssociateCambridge Associates 2007 - 2008Washington D.C. Metro Area
Jonathon Ansley, Cfa Skills
Jonathon Ansley, Cfa Education Details
-
Economics
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
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial