Jonathan co-founded Breakwater Investment Group in 2003. As Investment Officer, he directs investment strategies for specific clients. Jonathan has been involved in the investment industry for almost 30 years.
Master of Business Administration, Northeastern University
Bachelor of Science, in General Engineering, from Harvey Mudd College
PROFESSIONAL DESIGNATIONS & LICENSING
Chartered Financial Analyst® (CFA®) Charterholder
Certified Financial Planner® (CFP®) Professional
PRIOR PROFESSIONAL EXPERIENCE
Mr. Cheng spent three years with Solaris Capital Advisors, LLC, where he was a business consultant and conducted quantitative research, and he spent 5 years with Harbor Capital Management, Inc., where he managed over $400 million in quantitative equity portfolios and conducted research on both quantitative techniques and equities in the technology and utilities sectors.
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Breakwater Investment Group, LLC is a registered investment adviser in the State of California. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.