Speaker Details

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Zach Jonson, CFA

Senior Portfolio Manager

Stack Financial Management

About

Zach Jonson is a senior portfolio manager with Stack Financial Management (SFM). Adhering to SFM's "safety-first" style of risk management, Zach focuses on portfolio construction, securities research, and individual stock selection. He has extensive experience in both equity and fixed income analysis and holds the chartered financial analyst (CFA) designation. Prior to joining SFM, Zach was the senior vice president of investment management at a boutique investment firm in Colorado where he had over 14 years of experience in all aspects of portfolio management. He has been quoted in numerous financial publications including The Wall Street Journal, Barron's, and Bloomberg.

Content from Zach Jonson, CFA

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Bottom-up Investing
07/30/2019 1:30 pm EST

Marrying the macroeconomic situation with a bottom-up investing approach. Johnson is ratcheting up e...