CAIS
Jonathan is Director of Private Strategies and Principal at The Colony Group. He is responsible for manager selection, due diligence and oversight of the firm’s hedge fund, private equity, real estate, infrastructure, and other non-public investments. Previously, Jonathan was an Investment Analyst at Prosper Advisors, where he focused on investment research, due diligence, and portfolio construction and served on the firm’s investment committee. Before Prosper, he held an analyst role at an institutional asset management company based in New York. There, he assisted in fund development focused primarily on leveraged loans, asset-backed securities, and structured credit. Jonathan earned a B.A. in Economics from Bucknell University.
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CAIS
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CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes. Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere. Securities offered through CAIS Capital LLC, member FINRA, SIPC.