Jonathan joined KraneShares in October 2015 as a Managing Partner. Jonathan has spent the majority of his career managing investment portfolios and diverse teams at leading asset management organizations. Most recently, he was the Chief Investment Officer of a 40-person global Specialized Strategies Team at J.P. Morgan with $40 billion AUM. Prior to joining J.P. Morgan, Jonathan spent ten years as a portfolio manager at Fidelity Investments where he was responsible for the investment performance, process and evolution of their target-date strategies for retirement savings, college savings and income generation. Jonathan managed over $150 billion in assets for over five million shareholders in the Freedom Funds series.
Before Fidelity, Jonathan was a quantitative consultant in the Capital Markets Research Group of Callan Associates where he developed strategic investment plans for institutional clients including pension plans, foundations, endowments and insurance companies. He also spent six years as an associate actuary with Milliman, a leading consulting organization to the insurance industry.
Jonathan received a bachelor of business administration degree in actuarial science from the Fox School of Business and Management at Temple University. A Fellow of the Society of Actuaries and Chartered Financial Analyst charter holder, Jonathan is a member of the American Academy of Actuaries and member of the CFA Institute.