Jonathan Stark, CAIA

Managing Director of Business Development & IR

Jonathan Stark joined Penso Advisors as a Director of Business Development & IR in 2019. He is focused on sourcing and raising capital for the Firm’s strategies as well as being a resource for existing clients. Prior to joining Penso, Jonathan was an Executive Director on the J.P. Morgan Prime Brokerage Capital Introductions team, covering a wide variety of institutional investors and hedge fund strategies.  Earlier he was a hedge fund allocator at both AIFAM Inc. and Kenmar Global, where he focused on equity L/S, quant equity, and vol strategies.  He began his finance career in equity research, primarily covering the energy and utility sectors at Citigroup, RNK Capital, Bear Wagner, and UBS, on both the buy and sell-side. Jonathan received a B.S. in Information & Decision Systems and an M.S. in Public Management & Policy, from Carnegie Mellon University and an MBA from Columbia Business School.   He has attained the Chartered Alternative Investment Analyst Designation (CAIA) and passed CFA level one.