Industries Consumer Discretionary, Industrials and Financials.

Responsibilities REITs, Homebuilders, Lodging and Transportation

Education Jonathan holds a B.A. in psychology from the University of Rochester and an M.B.A. in finance and corporate accounting from the William E. Simon Graduate School of Business at the University of Rochester.

Professional history Jonathan has 29 years of industry experience as a securities analyst covering sectors including REITs, homebuilders, healthcare, technology, industrials, consumer staples and energy. His experience extends beyond traditional equity analysis to include analysis of fixed income, convertibles, options and derivatives. In addition, Jon has experience in capital structure arbitrage and short selling.

Professional affiliations Jonathan is a Chartered Financial Analyst^®, holds the Series 7, 24, 66, 86 and 87 securities licenses and is a member of both the CFA Institute and the New York Society of Security Analysts.

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