ANALYST, PORTFOLIO ANALYTICS & REPORTING
Jonathan Pate
Jonathan is an Analyst on the Portfolio Advisory Team, working within the Portfolio Analytics & Reporting Group where he maintains the integrity of family office client balance sheets through daily monitoring of portfolios, generating client and regulatory reports, and executing investment portfolio solutions. Jonathan’s responsibilities include portfolio analysis, reporting and trade implementation & execution. Additionally, Jonathan assists various team members with investment research and client relations. He also works on special projects related to enhancing TwinFocus’ investment reporting solutions and other client deliverables.
ANALYST, PORTFOLIO ANALYTICS & REPORTING
Jonathan Pate
Jonathan is an Analyst on the Portfolio Advisory Team, working within the Portfolio Analytics & Reporting Group where he maintains the integrity of family office client balance sheets through daily monitoring of portfolios, generating client and regulatory reports, and executing investment portfolio solutions. Jonathan’s responsibilities include portfolio analysis, reporting and trade implementation & execution. Additionally, Jonathan assists various team members with investment research and client relations. He also works on special projects related to enhancing TwinFocus’ investment reporting solutions and other client deliverables.
HISTORY
Prior to TwinFocus, Jon worked at Longfellow Investment Management as a Compliance Associate, focusing on portfolio and trade compliance.
EDUCATION
Jon received a B.A. in Public Policy from Hobart and William Smith Colleges with a minor in Sociology. While attending Hobart, Jonathan was a member of the Men’s Golf and Club Hockey teams.
OUTSIDE THE OFFICE
Jon was born in Saco, ME where his family still resides. He enjoys playing golf, ice hockey, and skiing in his free time.
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