Jonathan is an Executive Director and Senior Research Analyst leading coverage of Power, Utilities and Clean Energy Transition investments at Calvert Research & Management, the responsible investing arm of Morgan Stanley Investment Management.Prior to this role, he held sector head roles with similar coverage at investment managers Citadel and Nuveen Investments. Before moving into investment management, he was a member of the Institutional Investor-ranked Power & Utilities team at Wolfe Research. He started his career in the structured products group at RBC Capital Markets.Jonathan graduated from the Goizueta Business School at Emory University with a concentration in Finance. He received a merit scholarship to attend and complete the one-year Financing & Deploying Clean Energy program at Yale University.
Listed skills include Valuation, Financial Modeling, Corporate Finance, Investment Management, and 18 others.