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
Jon Manchester
Senior Vice President, Chief Strategist, Wealth Management, Portfolio Manager - Sustainable, Responsible & Impact Investing
Bailard
United States, Minnesota, Minneapolis
About Me
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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