Investment Training/Experience

Jonathan was a Senior Analyst at Jetstream Capital Management from its inception in August 2003 through December 2007. He was recruited and trained under the founder of the firm, who brought Jonathan to Tennessee after working for him at AIM Mutual Funds from 2001 to 2003. During Jonathan’s tenure as one of only two analysts at Jetstream, the fund grew from $7 million under management at inception to over $1 billion under management by the end of 2007 and generated average net returns in excess of 30% per year.

Prior to working at AIM, Jonathan was an analyst with the JPMorgan Chase Private Bank from 1996 to 1999. He was charged with assisting client advisors with financial analyses, investment policies, and estate planning strategies for their high net worth clientele. He won the Circle of Excellence Award in 1997 for his demonstrated quality of work. From 1995 to 1996, Jonathan was a Financial Services Representative at JPMorgan Chase responsible for retail consumer lending and deposit accounts. Prior to that from 1994 to 1995, Jonathan was a Financial Consultant with Merrill Lynch managing investment portfolios and developing financial planning strategies for retail clients.

Investment Education

Jonathan graduated with honors (Jones Scholar) from the Jones School of Management at Rice University in Houston Texas, earning an MBA in 2001. While at the Jones School, Jonathan was CIO of the student-run M.A. Wright Investment Fund and was the recipient of the Houston Society of Financial Analysts Scholarship. Jonathan earned his undergraduate degree in finance from Texas A&M University.

Jonathan earned the Chartered Financial Analyst (CFA) designation in 2003.

Timeline

• 2008 – present Alloy Capital Management, LLC, Managing Director
• 2008 – present Mission Capital Management, LLC, Principal
  • Registered Investment Advisor, Franklin, TN
• 2003 – 2007 Jetstream Capital Management, LLC, Senior Analyst
  • Initial team member on a startup hedge fund that grew assets from $10 Million to over $1B
  • Generalist industry coverage within a growth and momentum global long/short equity style annualizing 35% returns
• 2001 – 2003 AIM Management Group Inc., Equity Analyst
  • Member of AIM Wordwide Spectrum Fund investment team, a top decile performing global fund during tenure.
  • Member of AIM Premier Equity Fund team, a $30B domestic GARP fund
• 1995 – 1999 JPMorgan Chase, Private Bank Analyst
• 1994 – 1995 Merrill Lynch, Financial Consultant

Education

• 2001 MBA, Rice University, Jones Graduate School of Business
  • With honors (Jones Scholar)
  • CIO, MA Wright Investment Fund
• 1994 BBA, Texas A&M University, Finance

Personal

Jonathan grew up in Houston, Texas and moved to Tennessee with his wife, Kerra, in 2003. Their second set of twin boys were born in June 2008, and in 2010 Kerra gave birth to their first daughter. Jonathan and Kerra are members of the People’s Church (www.thepeopleschurch.org) in Franklin, TN, where he has acted as co-head of the Special Needs Ministry.