Jonathan P. Horgan, CFA, CAIA
Office: 703.992.6832│ Cell: 571.422.8126 │
A Portfolio Manager with the firm, Jonathan’s areas of expertise include portfolio construction, asset allocation, and alternative investments. Previously, Jonathan worked as a portfolio manager with PNC Wealth Management, as Director of Research with Gallagher Fiduciary Advisors, and as a Trader with hedge fund administrator International Fund Services. Jonathan earned a B.A. in English Literature from the College of the Holy Cross, and an M.B.A. in Finance from Northeastern University, where he received Beta Gamma Sigma honors. Jonathan is a Chartered Financial Analyst (CFA) Charter Holder and is a member of the CFA Society of Washington. In addition, he is a member of the Chartered Alternatives Investment Analyst Association and is a CAIA designee.