David has over 25 years of diverse experience in multiple-asset classes and investment disciplines. He is the author of “Investable Benchmarks: A Guide to ETFs, Technology and Leverage,” and he is a frequent expert judge on the YouTube web series “ETF Battles.” Prior to launching ETF PM in 2007, David was a PIA Portfolio Manager in the Merrill Lynch Global Private Client Group where he specialized in absolute return strategies using Exchange-Traded Funds (ETFs).
David also formerly worked as a long-short portfolio manager focusing on the technology sector during the Internet bubble, giving him valuable experience in managing extreme market volatility.
In the late 1990s, David was an institutional research analyst for Bear Stearns in New York. During his tenure with the high-yield bond department, David was instrumental in making his team the top-ranked research group in the Broadcasting and Media sector. Prior to Bear Stearns, David gained extensive experience in commercial real estate analysis as a consultant with leading firms in Atlanta, including CB Commercial.
David has been quoted by the Associated Press, Chicago Tribune, CNBC, CNN Money, Financial Times, Fox Business Network, Hedgeweek, IndexUniverse, New York Times, Pension & Investments, Reuters, Ventura County Star, and the Wall Street Journal.
David is originally from Long Island, NY. He received a B.B.A. in Accounting from Emory University and an M.S. in Real Estate from Georgia State University. In addition to systematic investing, he is also passionate about research, nutrition, gardening, and community service.
Jonathan has over 25 years of experience in portfolio management, employee training, client relationship management, and business development. During most of his career, Jonathan worked as a proprietary trader. He managed a team of traders, monitored various portfolios, and implemented a sector trend following strategy focused on relative strength.
Prior to portfolio management, Jonathan managed client accounts and placed sector SPAC deals. Jonathan was also an angel investor and an advisor to Quodd Financial Information Systems, a market data workstation solution serving the financial industry.
Jonathan attended the Sy Syms School of Business at Yeshiva University and majored in Economics at CUNY Baruch College. He is passionate about community service and works with various charitable fundraising committees, in addition to his volunteer work.
Return to About Us.