Jonathan Treussard
Jonathan Treussard is the Founder of Treussard Capital Management, a registered investment advisor that operates as a fiduciary for its clients. Treussard is a thought leader in the field of investing with extensive academic pedigree and practical experience. He brings a unique combination of experience to the practice of wealth management. Prior to launching TCM, Treussard held leadership roles at elite investment organizations in New York City and California. He served as Partner and Head of Product at Research Affiliates, a $150-billion quantitative global asset manager, where he drove the firm's product strategy across all asset classes and around the globe. He has also taught investment courses at several universities, including for MBAs at the MIT Sloan School of Management in Cambridge.
Jonathan Treussard Professional Experience / Academic History
Professional Experience
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Founder
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Partner and Head of Product
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Adjunct Faculty
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Lecturer
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Lecturer
Academic History
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Ph.D., Economics
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B.A., Economics and International Studies
RESEARCH AFFILIATES
As a Partner and Head of Product, Treussard was responsible for the development and execution of key initiatives globally.
He contributed to the intersection of investment research and business strategy, and was a member of the Investment Committee.
He co-authored the firm's Investment Beliefs, providing a framework for making strategic decisions in the pursuit of the firm's mission to "Transform the Global Investment Community for the Benefit of Investors."
During the Global Financial Crisis, he was a senior member of the risk management team at Ziff Brothers Investments.
His efforts allowed the firm to mitigate potential losses and protect assets during one of the most significant financial crises in recent history.
He was involved in investment strategy, hedging, and risk monitoring, responsible for escalating risk issues and providing context to senior management.
EARLY CAREER
He was Senior Vice President for the Irvine Company's Investment Fund, essential for the next phase of growth and investment strategy development.
He was an Adjunct Faculty at Chapman University, where he taught Financial Management to MBA students.
He was a Lecturer at MIT Sloan School of Management and Boston University School of Management.
He has authored numerous articles and interfaced with global media, sharing his insights on various financial topics.