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Jonathan Jenkins
Directeur/Membre du Conseil chez
Sterling Capital Management LLC
Profil
Jonathan Jenkins is currently Director & Equity Analyst at Sterling Capital Management LLC since 2025.
Formerly, Mr. Jenkins was Equity Research Associate Director at Oppenheimer & Co., Inc. (Broker) from 2022 to 2025, Equity Research Associate at Janney Montgomery Scott LLC from 2019 to 2022, and Investment Analyst at Portin Hoffmann Financial Group, Inc. from 2015 to 2019.
Mr. Jenkins completed an undergraduate degree at the University of Saint Joseph in 2015.
Postes actifs de Jonathan Jenkins
| Sociétés | Poste | Début |
|---|---|---|
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance SCM is an objectives-based investment manager that aims to generate strong risk-adjusted returns through their customized and mutual fund-managed investments that cover a range of strategic asset categories. The firm includes environmental, social and governance (ESG) considerations in their investment process across some equity and fixed income strategies. | Directeur/Membre du Conseil | 01/07/2025 |
Anciens postes connus de Jonathan Jenkins
| Sociétés | Poste | Fin |
|---|---|---|
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/06/2025 |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/04/2022 |
Portin Hoffmann Financial Group, Inc.
 Portin Hoffmann Financial Group, Inc. Finance/Rental/LeasingFinance The private company is based in Horsham, PA. The company manages over $100 billion in assets with a network of approximately 165 offices nationwide. It uses a team-based, fiduciary approach called the Roundtable™ model to deliver personalized, plan-led financial strategies tailored to clients’ values, goals, tax situations, and risk profiles. Wealth Enhancement Group provides comprehensive services in financial planning, investment management, tax strategies, estate planning, retirement income planning, and risk management including insurance consulting. Additional specialized services include trust administration, business owner consulting for growth and exit planning, employee benefits program design, and tax preparation. The firm’s investment philosophy, plan-led investing™, integrates tax-smart asset allocation, active portfolio management, and ongoing stewardship to align investments with clients’ broader financial objectives. Clients are supported with educational resources such as blogs, webinars, newsletters, and advisory meetings. Portin Hoffmann Financial Group, Inc., operating under the brand Wealth Enhancement Group, is an independent wealth management firm founded in 1997. | Corporate Officer/Principal | 01/08/2019 |
Formation de Jonathan Jenkins
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance SCM is an objectives-based investment manager that aims to generate strong risk-adjusted returns through their customized and mutual fund-managed investments that cover a range of strategic asset categories. The firm includes environmental, social and governance (ESG) considerations in their investment process across some equity and fixed income strategies. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Saint Joseph
 University of Saint Joseph Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Portin Hoffmann Financial Group, Inc.
Portin Hoffmann Financial Group, Inc. Finance/Rental/LeasingFinance The private company is based in Horsham, PA. The company manages over $100 billion in assets with a network of approximately 165 offices nationwide. It uses a team-based, fiduciary approach called the Roundtable™ model to deliver personalized, plan-led financial strategies tailored to clients’ values, goals, tax situations, and risk profiles. Wealth Enhancement Group provides comprehensive services in financial planning, investment management, tax strategies, estate planning, retirement income planning, and risk management including insurance consulting. Additional specialized services include trust administration, business owner consulting for growth and exit planning, employee benefits program design, and tax preparation. The firm’s investment philosophy, plan-led investing™, integrates tax-smart asset allocation, active portfolio management, and ongoing stewardship to align investments with clients’ broader financial objectives. Clients are supported with educational resources such as blogs, webinars, newsletters, and advisory meetings. Portin Hoffmann Financial Group, Inc., operating under the brand Wealth Enhancement Group, is an independent wealth management firm founded in 1997. | Finance |
