Jonathan Ian Grundman
Chief Investment Officer at Adaptive Financial Consulting LLC
Profile
Mr. Jonathan I.
Grundman, CFA, is a Chief Investment Officer at Adaptive Financial Consulting LLC.
He is responsible for the construction and maintenance of the firm’s investment architecture, including proprietary analytics tools, portfolio monitoring technology, and trading platform.
He conducts extensive quantitative and fundamental investment research, and he is responsible for trading client accounts.
Prior to joining Adaptive, Mr. Grundman was the lead portfolio manager at Ibis Capital, where he led an effort to redesign the firm’s investment process, and to construct a new suite of models to access public equity and fixed income markets, liquid alternative assets, structured notes, and alternative investments.
He also developed a variety of tools to trade, monitor, and research the firm’s model portfolios.
Before joining Ibis Capital full-time, he gained experience in financial engineering through the Gelber Group, where he worked alongside the software engineering team to build core applications used to trade and monitor derivatives positions.
Mr. Grundman earned Bachelor’s degrees in Computer Science and Statistics from the University of California, Berkeley and holds a CFA designation.
Jonathan Ian Grundman active positions
Companies | Position | Start |
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Adaptive Financial Consulting LLC
Adaptive Financial Consulting LLC Investment ManagersFinance Adaptive Financial Consulting LLC (Adaptive) is an independent, SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded by Jeremy Thompson in 2013. Adaptive specializes in advanced financial planning solutions for successful families, businesses, and their advisors. | Chief Investment Officer | 2017-06-30 |
Former positions of Jonathan Ian Grundman
Companies | Position | End |
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Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Analyst-Equity | - |
Training of Jonathan Ian Grundman
University of California | Undergraduate Degree |
Experiences
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Linked companies
Private companies | 2 |
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Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Finance |
Adaptive Financial Consulting LLC
Adaptive Financial Consulting LLC Investment ManagersFinance Adaptive Financial Consulting LLC (Adaptive) is an independent, SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded by Jeremy Thompson in 2013. Adaptive specializes in advanced financial planning solutions for successful families, businesses, and their advisors. | Finance |
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