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Jonathan Birtwell
Portfolio Manager-Fixed Income chez
Gateway Investment Advisers LLC
Profil
Mr. Jonathan Birtwell, CFA MBA, is a Portfolio Manager at Gateway Investment Advisers LLC.
He has joined Gateway effective January 26, 2026, bringing extensive experience in macro-driven portfolio construction, risk management and index-options implementation.
Mr. Birtwell joined Gateway from Agile Investment Management, where he served as Portfolio Manager and Partner responsible for asset allocation, risk management frameworks, and execution strategies.
He previously led portfolio construction and trading functions at PanAgora Asset Management and held portfolio management roles at Natixis Asset Management (now Ostrum Asset Management) and Rafferty Asset Management.
He holds an MBA from The Fletcher School at Tufts University, a B.S.
from Nichols College, and is a CFA® charterholder.
Postes actifs de Jonathan Birtwell
| Sociétés | Poste | Début |
|---|---|---|
Gateway Investment Advisers LLC
 Gateway Investment Advisers LLC Investment ManagersFinance Gateway specializes in low-volatility strategies. Their investment approach has focused on stability, risk-adjusted performance, and long-term growth. The firm invests in a diversified stock portfolio designed to track the performance of a broad-based index. For most accounts, Gateway uses a multi-factor quantitative model to construct the portfolio. | Portfolio Manager-Fixed Income | 26/01/2026 |
Anciens postes connus de Jonathan Birtwell
| Sociétés | Poste | Fin |
|---|---|---|
| MANULIFE FINANCIAL CORPORATION | Corporate Officer/Principal | 30/04/2009 |
Natixis Investment Managers International SA
 Natixis Investment Managers International SA Investment ManagersFinance NIM International is an active, growth-oriented, research-based manager which integrates top-down asset allocation with a bottom-up approach of sector weightings and stock selection. They define themselves as a global balanced manager with a strong focus on Europe and invest across asset classes. The firm has expertise in European equities, fixed-income global emerging equities and responsible investments. | Gestionnaire de Portefeuille-Actions | - |
PanAgora Asset Management, Inc.
 PanAgora Asset Management, Inc. Investment ManagersFinance PanAgora seeks to deliver attractive, risk-adjusted returns on behalf of their clients. The firm utilizes broad investment capabilities across global regions, risk levels, and asset classes including risk efficient, multi alpha, absolute return and active equity strategies. Buy and sell decisions are based on the rigorous implementation of the models’ recommended allocations. Individual portfolios are adjusted for the client’s return objective, risk tolerance and investment guidelines. | Trading-Equity | - |
Natixis Advisors LLC
 Natixis Advisors LLC Investment ManagersFinance Natixis Advisors uses various investment strategies and methods of analysis in managing discretionary client accounts and providing recommendations to non-discretionary clients. They utilize investment recommendations which may be provided by model portfolio providers. The firm can also combine, for multi-manager and unified managed account strategies, more than one model portfolio. | Gestionnaire de Portefeuille-Actions | - |
Formation de Jonathan Birtwell
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
19
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Gateway Investment Advisers LLC
Gateway Investment Advisers LLC Investment ManagersFinance Gateway specializes in low-volatility strategies. Their investment approach has focused on stability, risk-adjusted performance, and long-term growth. The firm invests in a diversified stock portfolio designed to track the performance of a broad-based index. For most accounts, Gateway uses a multi-factor quantitative model to construct the portfolio. | Finance |
PanAgora Asset Management, Inc.
PanAgora Asset Management, Inc. Investment ManagersFinance PanAgora seeks to deliver attractive, risk-adjusted returns on behalf of their clients. The firm utilizes broad investment capabilities across global regions, risk levels, and asset classes including risk efficient, multi alpha, absolute return and active equity strategies. Buy and sell decisions are based on the rigorous implementation of the models’ recommended allocations. Individual portfolios are adjusted for the client’s return objective, risk tolerance and investment guidelines. | Finance |
Natixis Advisors LLC
Natixis Advisors LLC Investment ManagersFinance Natixis Advisors uses various investment strategies and methods of analysis in managing discretionary client accounts and providing recommendations to non-discretionary clients. They utilize investment recommendations which may be provided by model portfolio providers. The firm can also combine, for multi-manager and unified managed account strategies, more than one model portfolio. | Finance |
Manulife Financial Corp.
 Manulife Financial Corp. Life/Health InsuranceFinance Provides life, health insurance, annuities, pension, reinsurance and wealth management services | Finance |
Tufts University
 Tufts University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nichols College
 Nichols College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Natixis Investment Managers International SA
Natixis Investment Managers International SA Investment ManagersFinance NIM International is an active, growth-oriented, research-based manager which integrates top-down asset allocation with a bottom-up approach of sector weightings and stock selection. They define themselves as a global balanced manager with a strong focus on Europe and invest across asset classes. The firm has expertise in European equities, fixed-income global emerging equities and responsible investments. | Finance |
