Jonathan Duggan
Fondateur chez Touchstone Retirement Group LLC
Profil
Mr. Jonathan Duggan is a Portfolio Manager at Strategic Advisers LLC and a Principal at Touchstone Retirement Group LLC.
In this role, he is responsible for overseeing the taxable Fixed Income investment strategy.
Prior to assuming his current responsibilities, Mr. Duggan was a team leader at Strategic Advisers LLC, managing a team responsible for the evaluation and selection of open-architecture mutual funds and institutional strategies, as well as asset class analysis and recommendations in certain portions of the U.S.
fixed income area.
Before joining Fidelity as a senior research analyst in 2007, he was an assistant vice president and research analyst at Deutsche Bank.
Previously, he held various other roles, including senior research analyst at the Federal Reserve Bank of Boston, investment research analyst in the Investment Strategy group at John Hancock Financial Services, and financial analyst in the Wealth Management and Brokerage group at Fleet Boston Financial.
Prior to that, he worked at Reidy and Company, Inc. and New England Financial.
He has been in the financial industry since 1994.
Mr. Duggan earned his bachelor of science degree in business administration from Babson College, as well as his master of science in finance and master of business administration degrees from Suffolk University's Sawyer School of Management.
He is also a CFA charterholder and a member of CFA Society Boston.
Postes actifs de Jonathan Duggan
| Sociétés | Poste | Début |
|---|---|---|
Strategic Advisers LLC
 Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Analyst-Fixed Income | 01/01/2007 |
Touchstone Retirement Group LLC
 Touchstone Retirement Group LLC Investment ManagersFinance Touchstone Retirement Group LLC is a retirement solutions company based in Amherst, NY. The private company offers open-architecture recordkeeping, personalized service, and fee transparency to plan sponsors. The company provides thousands of mutual funds, ETFs, collectives, boutique managed portfolios, and advisor-managed models. The team is made up of industry veterans and young innovators who work closely with advisors and employers to find plans that make the most sense for their clients. The company has received positive testimonials from clients who appreciate their excellent advice, guidance, and customer service. The company was founded by Ken Neward, Joe Zdarsky, Jonathan Duggan, and Paul Duggan. | Fondateur | 01/01/2011 |
Formation de Jonathan Duggan
| Babson College | Undergraduate Degree |
| Sawyer Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Strategic Advisers LLC
Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | Finance |
Touchstone Retirement Group LLC
Touchstone Retirement Group LLC Investment ManagersFinance Touchstone Retirement Group LLC is a retirement solutions company based in Amherst, NY. The private company offers open-architecture recordkeeping, personalized service, and fee transparency to plan sponsors. The company provides thousands of mutual funds, ETFs, collectives, boutique managed portfolios, and advisor-managed models. The team is made up of industry veterans and young innovators who work closely with advisors and employers to find plans that make the most sense for their clients. The company has received positive testimonials from clients who appreciate their excellent advice, guidance, and customer service. The company was founded by Ken Neward, Joe Zdarsky, Jonathan Duggan, and Paul Duggan. | Finance |
