Experience:
Jonathan joined Innovation Wealth as a trainee analyst during 2016. It was during this period that he realised his passion for the investment world. He graduated from the University of Stellenbosch in 2019 with a Bachelor of commerce, majoring in investment management and an honours in financial analysis. He furthered his studies and attained CFA level 1 in 2021. Jonathan joined Dalebrook Capital in 2022 as a junior portfolio manager, later advancing to Portfolio Manager at Ordian Capital. He rejoined Innovation Wealth in 2022 and continues to support wealth managers with investment cases.