Jonathan Harrier

I develop & run trading strategies that take advantage of abnormal events and behavioral biases in the equity markets.

Role
Chief Investment Officer at Cfg Wealth Management Services, Inc
Location
Indianapolis, IN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jonathan Harrier

I develop & run trading strategies that take advantage of abnormal events and behavioral…

Experience

  1. Chief Investment Officer

    Cfg Wealth Management Services, Inc

    Mar 2002 — Present · Indianapolis, IN, US

    Responsible for all investment and compliance related activities for this Registered Investment Advisor. Responsibilities broadly cover risk management, performance measurement and evaluation, investment management and consulting, marketing/business development, and client service communication. Specific duties include developing and implementing the firm’s investment management philosophy, completing investment reviews for firm clients, communicating capital market developments to clients, personnel management, due diligence on vendor relationships, and reporting to the required government agencies as necessary.

Education

  • Olivet Nazarene University

    BS

    1994 — 1998

  • Indiana University - Kelley School of Business

    MBA

    2000 — 2002

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Jonathan Harrier — Chief Investment Officer at Cfg Wealth Management Services, Inc in Indianapolis, IN, US | Unifers