JONATHAN TOLUB

Jonathan provides us with asset allocation and investment recommendations. His advice is backed by significant experience gained in New York, London, Sydney and Perth.

Prior to working with Integro, Jonathan was a senior asset consultant with a respected Australian research firm, supporting dealer groups and financial planners with asset allocation and manager selection advice. In this capacity, he was responsible for the management of more than $500 million of assets under advice.

Jonathan was previously a vice president with a specialist asset management group in New York, where his research covered more than 100 hedge funds in North America and Europe. This followed a number of years of trading experience in London and New York, culminating in a portfolio management role with a multinational banking and financial services group. His responsibilities included conducting research, executing trades, advising senior portfolio managers on strategies and the allocation of risk and capital, and testing new trading ideas.

Jonathan holds a Bachelor of Science degree (majoring in Finance) from Yeshiva University in New York. He has contributed to financial services publications including the Australian Financial Review’s ‘Asset’ magazine and The Australian.