Zach Jonson
Chief Investment Officer at Stack Financial Management, Inc.
Profile
Mr. Zachary L.
Jonson, CFA MBA, is a Chief Investment Officer at Stack Financial Management, Inc. (SFM).
He joined firm in 2018.
He has over 15 years of experience in all aspects of portfolio management including equity & fixed income portfolio construction, sector research, and economic analysis.
Prior to joining SFM, he was Senior Vice President of Investment Management at an investment firm in Colorado.
He graduated from the University of Colorado with a degree in economics and earned an MBA with a concentration in finance from the University of Denver.
He holds the Chartered Financial Analyst designation.
Zach Jonson active positions
| Companies | Position | Start |
|---|---|---|
Stack Financial Management, Inc.
 Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Chief Investment Officer | - |
Former positions of Zach Jonson
| Companies | Position | End |
|---|---|---|
ICON Advisers, Inc.
 ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Investment Committee Member | 01/11/2017 |
Training of Zach Jonson
| University of Denver | Masters Business Admin |
| The University of Colorado | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Finance |
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | Finance |
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