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Jon Manchester

Senior Vice President, Chief Strategist, Wealth Management, Portfolio Manager - Sustainable, Responsible & Impact Investing

Bailard

United States, Minnesota, Minneapolis

About Me

Jon serves on Bailard’s fundamental investment committee and co-manages the firm’s U.S. large-cap equity portfolios. He also leads the team responsible for investment strategy within the wealth management group. Prior to Bailard, Jon spent fifteen years at Nelson Capital Management (NCM). While at NCM, Jon was a senior portfolio manager, member of the leadership team, the investment committee, and the corporate engagement committee. Jon was also the model team leader for the Extraction Free and Animal Welfare equity strategies and captained Nelson Capital’s fixed income strategy. Jon holds a BA in economics from Stanford University, a Chartered Financial Analyst designation and a Certifie

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Profile Information

Senior Vice President, Chief Strategist, Wealth Management, Portfolio Manager - Sustainable, Responsible & Impact Investing

Bailard

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Minneapolis

Minnesota

United States

Sep 9, 2024

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