Jonathan Shaban, CFA

Vice President at Overbrook Management Corporation
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Aug, 2022
    - Oct, 2024

Experience

  • Overbrook Management Corporation
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President
      • Mar 2023 - Present

      Responsible for investments and client account management for the Firm’s separately managed accounts. Responsible for investments and client account management for the Firm’s separately managed accounts.

  • Bank of America Private Bank
    • United States
    • Financial Services
    • 700 & Above Employee
      • Feb 2021 - Mar 2023

      Partners with Private Client Advisors to prospect new business and co-manages two UHNW Fiduciary Books of $2B consisting of 100+ relationships with investible assets ranging from $5MM-$100MM.

      • Aug 2016 - Feb 2021

Education

  • Stony Brook University
    Bachelor's, Business Management & Economics
    2011 - 2015

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