Jonathan Wellum is the Founder and CEO of Rocklinc Investment Partners, an independent management firm focusing solely on creating portfolios of high quality assets. An award-winning portfolio manager utilizing time-tested value investment approach, he also manages Rocklinc's Kokomo Fund, which provides long-term total returns of both income and capital gains by investing in a portfolio of global securities. Wellum has a distinguished career in the financial industry. He began his investment career with Portland Investment Counsel, formerly AIC Investment Services, where he most recently served as CEO and CIO. During his tenure at Portland Investment Counsel, he managed the AIC Diversified Canada Fund as well as a number of equity mutual Funds. He also co-managed a number of exchange-traded Funds and was responsible for portland’s Private Client business which included high net worth and institutional clients. Before establishing his career in the investment industry, he held positions in corporate accounting at Deloitte & Touche.
1999 Canada's "Top 40 Under 40"
MEDIA & APPEARANCES
He is a regular speaker at industry conferences and events.
He is a highly respected member of the investment community and is known for his integrity, intelligence, and dedication to his clients.