Jonathan is a managing director and portfolio manager at Manulife Investment Management. He's a member of the U.S. core value equity team, which manages large-cap value, large-cap core, and all-cap core strategies.
Before joining the firm in 2011, Jonathan was a senior analyst at Wells Capital Management, a senior analyst at Evergreen Investments, and an assistant vice president for Standish, Ayer & Wood.
Earlier in his career, he held positions at Morgan Stanley and Smith Barney.
Jonathan earned a B.A. from Bates College, an M.B.A. from the Tuck School of Business at Dartmouth College, holds the Chartered Financial Analyst designation, and is a member of the CFA Institute.
| Ticker | Fund Name | Net Asset ($ M)* |
|---|---|---|
| TAGRX | John Hancock Fundamental Large Cap Core Fund | $4510 M |
| JFCAX | John Hancock Fundamental All Cap Core Fund | $220.82 M |
| JFGAX | John Hancock Fundamental Global Franchise Fund | $321.74 M |
* Net Assets include for all classes