Jonathan is our Chief Strategist focused on Special Reports. Jonathan contributes Special Reports to the Bank Credit Analyst, which is BCA’s flagship and longest-running publication, as well as contributing key Special Reports to other BCA publications, and for all BCA clients.
Jonathan initially joined BCA in 2008 and rejoined the firm in 2017. He has served as a Senior Analyst of the Global Asset Allocation service, Strategist for the US Investment Strategy service, interim head of the China Investment Strategy service, and for four years headed The Bank Credit Analyst service.
Between his BCA stints, he held the role of Strategist at the Macro Research Board in Montreal, focusing on global asset allocation and fixed-income strategy. Jonathan holds a Bachelor of Commerce in Finance/Economics and a Master of Science in Finance from Concordia University. He also holds the CFA designation.