Jonathon Costello Cfa, Caia

Jonathon Costello, CFA, CAIA has a diverse work experience in various financial roles. Jonathon is currently working as a Client Service Executive at Western Asset Management since May 2021. Prior to this, they worked at Walsh Bay Partners as a Senior Investment Specialist from August 2017 to May 2021. Jonathon also served as a Senior Investment Research Analyst & Portfolio Manager at Australian Unity from August 2013 to August 2017. Before that, they worked at K2 Asset Management as a Business Development Manager from July 2011 to August 2012 and as an Investment Controller from October 2009 to June 2011. Jonathon began their career as a Research Analyst at Standard & Poor's from February 2007 to September 2009.

Jonathon Costello, CFA, CAIA has pursued a diverse range of educational experiences to enhance their expertise in the field of finance. Jonathon completed the Chartered Financial Analyst (CFA) program offered by the CFA Institute, which grants him the distinguished title of Chartered Financial Analyst. Additionally, they obtained the Chartered Alternative Investment Analyst (CAIA) designation, showcasing their proficiency in alternative investments.

Jonathon also holds a Master of Business degree in Banking & Finance from Monash University. Jonathon further expanded their knowledge in the field of finance by completing a Diploma of Financial Planning at Kaplan Professional, where they focused on Financial Planning and Services. Their educational journey also includes a Bachelor of Social Science in Psychology from RMIT University.

Overall, Jonathon's educational background demonstrates a well-rounded and comprehensive combination of finance, investment analysis, financial planning, and psychology, enabling him to approach financial challenges with a holistic perspective.