Profil
Mr. Jonathan A. Shelon, CFA, is a Chief Operating Officer at Krane Funds Advisors LLC.
He joined the firm in 2015.
He oversees several business functions that drive efficient growth, and serves on the leadership team.
He has extensive experience in managing investment portfolios and diverse teams at leading asset management organizations.
Prior to Krane, he was the Chief Investment Officer of the Specialized Strategies Team at J.P.
Morgan, overseeing $40 billion in AUM.
Prior to joining J.P.
Morgan, he was a portfolio manager at Fidelity Investments where he was responsible for $150 billion in assets for over five million shareholders in Fidelity’s target date strategies, the Freedom Funds.
Before Fidelity, he was a quantitative consultant in the Capital Markets Research Group of Callan Associates where he developed strategic investment plans for institutional clients.
He received a Bachelor of Business Administration degree in actuarial science from the Fox School of Business and Management at Temple University, and is a Fellow of the Society of Actuaries and Chartered Financial Analyst charter holder.
Postes actifs de Jonathan Allen Shelon
| Sociétés | Poste | Début |
|---|---|---|
Krane Funds Advisors LLC
Krane Funds Advisors LLC Investment ManagersFinance Krane seeks to deliver innovative first-to-market strategies developed based on their strong partnerships and deep investing knowledge. The firm manages strategies across multiple asset classes and listing exchanges. Their products cover China onshore equities listed on the Shanghai and Shenzhen stock exchanges as well as offshore equities listed on the Hong Kong, equities listed on the New York, and NASDAQ stock exchanges, among others. In addition, Krane manages solutions with China specific and global exposures in other asset classes, including fixed income, carbon allowance markets, and metal futures. These strategies can be used to increase diversification and potentially enhance performance as a part of a balanced diversified investment portfolio. | Directeur des opérations | 01/07/2015 |
Anciens postes connus de Jonathan Allen Shelon
| Sociétés | Poste | Fin |
|---|---|---|
Callan LLC
Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process. | Corporate Officer/Principal | 31/12/2000 |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management. | Directeur en chef des Investissements | - |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Gestionnaire de Portefeuille-Actions | - |
Formation de Jonathan Allen Shelon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Finance |
Krane Funds Advisors LLC
Krane Funds Advisors LLC Investment ManagersFinance Krane seeks to deliver innovative first-to-market strategies developed based on their strong partnerships and deep investing knowledge. The firm manages strategies across multiple asset classes and listing exchanges. Their products cover China onshore equities listed on the Shanghai and Shenzhen stock exchanges as well as offshore equities listed on the Hong Kong, equities listed on the New York, and NASDAQ stock exchanges, among others. In addition, Krane manages solutions with China specific and global exposures in other asset classes, including fixed income, carbon allowance markets, and metal futures. These strategies can be used to increase diversification and potentially enhance performance as a part of a balanced diversified investment portfolio. | Finance |
Callan LLC
Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process. | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan-IM helps clients protect and grow their wealth across generations, creating the potential for them to achieve the vision they seek for themselves, their families, their businesses and their legacies. Clients benefit from a range of expertise that spans investments, wealth structuring, trust and estate planning, credit, banking and risk management. | Finance |
Fox School of Business
Fox School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















