Jonathan Shiffer

Jonathan Shiffer has extensive experience in the financial and investment management industry. Jonathan currently holds the position of Chief Investment Officer at EQIS - Reinventing Wealth Management, where they have created a culture of high expectations and streamlined operations pertaining to proprietary investment models. Prior to this, they served as Head of Portfolio Management and Director of Research at the same company.

Before joining EQIS, Jonathan served as Chief Investment Officer and Chief Executive Officer at Journey Capital Advisers, LLC., where they were responsible for building and maintaining the business and overseeing multi-asset allocation strategies.

Jonathan also has experience as Vice President and Head of Portfolio Management at Jackson National Asset Management, LLC. In this role, they managed $8 billion in direct investment strategies, developed and implemented new investment strategies, processes, and products, and supported overall expansion.

Earlier in their career, Jonathan worked as Chief Investment Officer and Portfolio Manager at Rushmore Investment Advisors, where they established a reputation for prompt and professional action. Jonathan also served as Head Portfolio Manager and Director of Research at an RIA (Registered Investment Advisor).

Prior to these roles, Jonathan worked as a Client Investment Banking Specialist at First Union Securities, where they were responsible for business development, asset management, and implementing personalized asset allocation strategies.

Throughout their career, Jonathan has demonstrated strong leadership skills and a track record of exceeding expectations in managing and implementing investment strategies.

Jonathan Shiffer has a strong educational background in business finance and international management. In 2000, they enrolled at The University of Texas at Dallas and completed a Bachelor of Science degree in Business Finance. During this time, they also pursued an MBA with a specialization in Finance and International Management, which they successfully completed in 2002. Additionally, Jonathan holds a certification from the Investment Management Consultants Association (CIMA), although the specific month of attainment is not mentioned.