Zach Jonson, CFA

Chief Investment Officer

SFM Start Date:

January 2018

Education:

B.A., Economics
University of Colorado

Master’s of Business Administration
University of Denver: Daniels College of Business

Credentials:

CFA Charterholder
CFA Institute

Work experience prior to joining SFM:

Prior to joining the team at Stack Financial Management, Zach was Senior Vice President of Investment Management at a highly-regarded boutique investment firm in Colorado.  Zach has over 15 years of experience in all aspects of portfolio management including equity & fixed income portfolio construction, sector research, and economic analysis. 

Role at SFM:

Zach focuses on implementing SFM’s “safety-first” investment strategy by conducting market analysis and focusing on portfolio construction and stock selection.  Zach has been quoted in numerous financial publications including The Wall Street Journal, Barron’s, and Bloomberg.  

When not in the office:

Zach enjoys spending time with his beautiful wife and 2 children, Kyler & Madelynn.  He enjoys many of the activities Whitefish, Montana has to offer, including hiking, biking, skiing, and soccer. 

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