Jonathan Pate
Senior Analyst
Portfolio Management
Jonathan maintains the integrity of family office client balance sheets by daily monitoring portfolios, generating client and analytical and regulatory reports and executing investment portfolio solutions. Jon also assists various team members with investment research and client relations and works on special projects to enhance investment reporting solutions and other client deliverables. Jon has also passed the Series 65 and is an Investment Adviser Representative (IAR).
Prior to TwinFocus, Jon worked at Longfellow Investment Management as a compliance associate, focusing on portfolio and trade compliance. Jon received a B.A. in public policy from Hobart and William Smith Colleges with a minor in sociology.
Get to know Jonathan.
What do you enjoy most about your job?
I enjoy the team atmosphere, fast-paced environment and learning opportunities that come each day.
What unique personal skills make you great at your role at TwinFocus?
Two skills that contribute to my success are having a keen attention to detail and a team-oriented mindset.
If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?
If I were not working at TwinFocus, I’d be managing golf and ski resorts.
What do you enjoy doing outside of work?
Outside of work, I enjoy playing golf, skiing and going to sporting events.