Jonathan Thrun
Onderzoeksdirecteur - Fxd Inc bij The Colony Group LLC
Profiel
Mr. Jonathan Thrun is a Senior Portfolio Manager & Director of Fixed Income at The Colony Group LLC.
He leads the firm’s fixed income strategies and underlying research and analytical processes.
He also directs the management of fixed income portfolios, tailoring positions to achieve capital preservation and income production consistent with each client’s goals.
He has over 15 years of industry experience and is a Chartered Market Technician.
Before he joined The Colony Group, he was a portfolio manager and analyst at Wilmington Trust where he focused on both fixed income and equity portfolio construction.
He also managed client relationships for many of the company’s high net worth individual and family clients.
Actieve functies van Jonathan Thrun
| Bedrijven | Functie | Begin |
|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Onderzoeksdirecteur - Fxd Inc | 01-01-2009 |
Eerdere bekende functies van Jonathan Thrun
| Bedrijven | Functie | Einde |
|---|---|---|
Stone Securities, Inc.
 Stone Securities, Inc. Investment ManagersFinance Stone Securities, Inc. provides investment advice. The private company is based in Clarks Summit, PA. | Corporate Officer/Principal | - |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Corporate Officer/Principal | - |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Corporate Officer/Principal | - |
Wilmington Trust, FSB (Massachusetts) (Investment Management)
 Wilmington Trust, FSB (Massachusetts) (Investment Management) Investment ManagersFinance Wilmington Trust FSB is an investment advisor located in Boston with an additional office in Los Angeles. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Jonathan Thrun
| St. Lawrence University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Wilmington Trust, FSB (Massachusetts) (Investment Management)
Wilmington Trust, FSB (Massachusetts) (Investment Management) Investment ManagersFinance Wilmington Trust FSB is an investment advisor located in Boston with an additional office in Los Angeles. | Finance |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
Stone Securities, Inc.
Stone Securities, Inc. Investment ManagersFinance Stone Securities, Inc. provides investment advice. The private company is based in Clarks Summit, PA. | Finance |
