CEO, Portfolio BI
Jonathan is the Chief Executive Officer at Portfolio BI. A trusted advisor to large alternative managers globally, Jonathan is known for developing strategies that led to genre defining new products, market fit and client impact.
Jonathan’s knowledge is founded on a 25-year career working with the most complex firms in the alternative assets space, leading the industry in changing the paradigm of technology solutions, operating models, structure, governance and compliance, allowing managers to focus on what they do best.
Prior to Portfolio BI, Jonathan led the positioning of Viteos as a tech-centric, powerhouse of operational outsourcing, subsequently acquired by Intertrust Group where Jonathan was responsible for the Funds business commercial strategy, bringing its fund and corporate administration together for its clients, resulting in significant growth in profitable revenue, and realized enterprise value, at both firms.
An impactful leader, Jonathan is an influential voice on the changing paradigm of technology solutions, operating models, structures, and governance & compliance.