Jonathan Berg

Jonathan Berg Email and Phone Number

Head Trader and Senior Analyst @ CrossingBridge Advisors, LLC
Westport, CT, US
Jonathan Berg's Location
Westport, Connecticut, United States, United States
Jonathan Berg's Contact Details
About Jonathan Berg

Trading & analysis of event-driven, performing & distressed high yield bonds, leveraged loans, SPACs & other equities, convertibles and preferred. Mutual funds, hedge funds and other structures. Story-driven and event-driven credits and equities.

Jonathan Berg's Current Company Details
CrossingBridge Advisors, LLC

Crossingbridge Advisors, Llc

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Head Trader and Senior Analyst
Westport, CT, US
Employees:
16
Jonathan Berg Work Experience Details
  • Crossingbridge Advisors, Llc
    Head Trader And Senior Analyst
    Crossingbridge Advisors, Llc
    Westport, Ct, Us
  • Crossingbridge Advisors, Llc
    Assistant Portfolio Manager
    Crossingbridge Advisors, Llc Aug 2022 - Present
    Pleasantville, Ny
    Trading & research analysis. High yield, stressed & high grade credit, special situations, SPACs & opportunistic equities, and more. Bond, loans, converts, preferred, equities, options, long or short. Advise on all portfolio investments.
  • Cohanzick Management, Llc
    Assistant Portfolio Manager
    Cohanzick Management, Llc May 2010 - Aug 2022
    Pleasantville, Ny
    Trading & analysis. High yield, stressed & high grade credit, special situations, SPACs & opportunistic equities. Bond, loans, converts, preferred, equities. Advise on all portfolio investments.
  • Seven Bridges Management Lp
    Consultant
    Seven Bridges Management Lp Apr 2009 - Dec 2009
    New York, Ny
    Source and analyze distressed and long/short opportunities in credit and equities for event-driven hedge fund.
  • Ellington Management Group
    Senior Credit Analyst
    Ellington Management Group May 2007 - Dec 2008
    Old Greenwich, Ct
    Senior Credit Analyst for Convertible Securities portfolio. Primary responsibility for leveraged portfolio of syndicated bank loans within multi-strategy hedge fund. Advise on investments across the portfolio. Trained traders and junior analysts in leveraged credit analysis. Worked on high yield, distressed and high grade corporates, financials and REIT's.
  • Bear Stearns / Bsam
    Associate Director
    Bear Stearns / Bsam Jun 2002 - Apr 2007
    New York, Ny
    Senior credit analyst in group managing approximately $2 billion in leveraged loans and high yield bonds in levered and unlevered structures. Evaluated new issues and made trading recommendations. Managed workouts and negotiated amendments. Trained junior analysts. Led new deal review process. Sector coverage included restaurants/retail, gaming/lodging, entertainment/satellite, real estate and building products, aerospace/defense, power plants, and general industrials. Obtained NASD Series 7, 63 and 65 licenses.
  • Trust Company Of The West (Now Crescent Capital Group)
    Assistant Vice President
    Trust Company Of The West (Now Crescent Capital Group) Jan 1999 - May 2002
    New York, Ny
    Senior credit analyst in group managing approximately $4 billion of leveraged loans in levered and unlevered structures. Evaluated new issues and made trading recommendations. Took active leadership position in workout situations and negotiated amendments. Sat on official and ad hoc creditors' committees. Sector coverage included health care, gaming/lodging/real estate, transportation, equipment rental and wire and cable.
  • Sears, Roebuck And Co.
    Analyst
    Sears, Roebuck And Co. Oct 1997 - Dec 1998
    Hoffman Estates, Il
    Analyst for Business Development Group (acquisitions, divestitures, joint ventures)
  • Merrill Lynch
    Investment Banker
    Merrill Lynch Oct 1996 - Oct 1997
    Chicago, Il
    Third-year investment banking analyst. Worked on deals in gaming, industrials, media and retail sectors, as well as Sam Zell's non-real estate portfolio companies.
  • Crescent Capital/Tcw (Now Crescent Capital Group)
    High Yield Analyst
    Crescent Capital/Tcw (Now Crescent Capital Group) Apr 1994 - Oct 1996
    Los Angeles, Ca
    Senior high yield analyst covering health care, gaming/lodging, consumer products, broadcasting/entertainment and printing/publishing. Particular focus on "stressed" portion of the high-yield market. Primary focus on bonds, with additional work on mezzanine and reorg equities.
  • Congressional Budget Office
    Research Assistant
    Congressional Budget Office Jun 1992 - Apr 1994
    Washington, Dc
    Research assistant for National Security Division
  • Real Estate/Municipals Sell-Side Boutique
    Intern
    Real Estate/Municipals Sell-Side Boutique Aug 1993 - Mar 1994
    Washington, Dc

Jonathan Berg Skills

Hedge Funds High Yield Equities Leveraged Finance Portfolio Management Trading Investment Banking Investments Capital Markets Private Equity Options Fixed Income Credit Analysis Credit Credit Derivatives Bloomberg Securities Special Situations High Yield Bonds Structured Finance Valuation Financial Risk Convertible Bonds Distressed Debt Series 7 Syndications Buy Side Lbo Emerging Markets Investment Management Equity Research Investment Strategies Loans Leveraged Loans Mezzanine Structured Products Series 63 Financial Structuring Opportunistic Credit Special Situation Equities Value Equities Event Driven Long/short Preferred Clo Converts Investment Strategy Value Investing Debt Bridge Loans

Jonathan Berg Education Details

Frequently Asked Questions about Jonathan Berg

What company does Jonathan Berg work for?

Jonathan Berg works for Crossingbridge Advisors, Llc

What is Jonathan Berg's role at the current company?

Jonathan Berg's current role is Head Trader and Senior Analyst.

What is Jonathan Berg's email address?

Jonathan Berg's email address is jo****@****ail.com

What is Jonathan Berg's direct phone number?

Jonathan Berg's direct phone number is +191474*****

What schools did Jonathan Berg attend?

Jonathan Berg attended Duke University.

What skills is Jonathan Berg known for?

Jonathan Berg has skills like Hedge Funds, High Yield, Equities, Leveraged Finance, Portfolio Management, Trading, Investment Banking, Investments, Capital Markets, Private Equity, Options, Fixed Income.

Who are Jonathan Berg's colleagues?

Jonathan Berg's colleagues are Steven Shachat, John Conner, Chen Ling, David Dikun, T. Kirk Whitney, Cfa.

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