Jonathan Cheng, CFA, CFP
EDUCATION
MBA from Northeastern University BS in general engineering
from Harvey Mudd College
PROFESSIONAL
DESIGNATIONS
Chartered Financial Analyst, Certified Financial Planner licensee
PROFESSIONAL
EXPERIENCE
Breakwater Investment Group, San Diego, California Partner,
Portfolio Manager
Co-founded firm to provide independent investment
services for clients. As a partner, makes strategic and operational
decisions for the firm, and as portfolio manager works as
a team to manage equity portfolios.
Solaris Capital Advisors, Boston, MA Consultant
Extensively revised clientÕs business plan and
financial forecasts that led to a $2 million venture capital
financing offer. Utilized contacts to recruit a professional
management team for a start-up software venture.
Harbor Capital Management, Boston, MA Technology
Analyst and Quantitative Analyst/Portfolio Manager
Responsible for quantitative investment strategy
and technology stock analysis. Created, managed, and refined
a quantitative investment product combining an alpha generation
strategy and portfolio optimization. Researched and implemented
modifications, improving quantitative investment product performance.
EIF & Associates / Fortis Investors, Upland,
CA Financial Consultant
Independent mutual fund and insurance agent.
Instructed and supervised new agents at Fortis Investors |
