Jonathan Barbato, CAIA

Head of Investment Research and Strategy - Managing Director at Geller Advisors LLC
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Skills

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Credentials

  • Chartered Alternatives Investment Analyst
    CAIA Association
  • Series 3
    FINRA
  • Swaps Proficiency Requirements - Long Track
    National Futures Association

Experience

  • Geller Advisors LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Head of Investment Research and Strategy - Managing Director
      • Sep 2020 - Present

      Venturing since 2011. Co-PM Geller Special Opportunities Fund I and II. Early stage venture fund, co-investments, and directs. Investing in commodities since 2004. PE funds, CTAs, Hedge funds. Venturing since 2011. Co-PM Geller Special Opportunities Fund I and II. Early stage venture fund, co-investments, and directs. Investing in commodities since 2004. PE funds, CTAs, Hedge funds.

  • Geller Advisors
    • Head of Manager Selection- Portfolio Manager
      • Apr 2009 - Sep 2020

      Co-Portfolio Manager - Geller Special Opportunities Fund- venture capital and co-investments fund. Sourcing unique venture capital opportunities. Co-Portfolio Manager - Geller Special Opportunities Fund- venture capital and co-investments fund. Sourcing unique venture capital opportunities.

  • Financial Services Professional
    • International Analyst
      • Jan 2009 - Mar 2009

      Investment Consulting - Emerging Markets, mining stocks, international mutual and hedge funds. Investment Consulting - Emerging Markets, mining stocks, international mutual and hedge funds.

  • Fortigent
    • Analyst, International Equity Investments
      • Apr 2007 - 2008

      Due diligence analyst on international/emerging market funds. Due diligence analyst on international/emerging market funds.

  • CIBC Atlantic Trust Private Wealth Management
    • Senior Associate
      • 2003 - Apr 2007

Education

  • Penn State University
    BS, Economics
  • Loyola Blakefield

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