Jonathan Thrun

Director of Research - Fxd Inc at

Focus Partners Wealth LLC

Finance

Consumer Services

Profile

Mr. Jonathan Thrun is a Lead PM at Focus Partners Wealth LLC.
He leads the firm’s fixed income strategies and underlying research and analytical processes.
He also directs the management of fixed income portfolios, tailoring positions to achieve capital preservation and income production consistent with each client’s goals.
Mr. Thrun has more than 15 years of industry experience.
Before he joined Focus Partners, he was a portfolio manager and analyst at Wilmington Trust where he focused on both fixed income and equity portfolio construction.
He also managed client relationships for many of the company’s high net worth individual and family clients.
He received his undergraduate degree from St. Lawrence University.

Jonathan Thrun active positions

Companies	Position	Start
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	Director of Research - Fxd Inc	01/01/2009

All active positions of Jonathan Thrun

Former positions of Jonathan Thrun

Companies	Position	End
Stone Securities, Inc. Stone Securities, Inc. Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
Fidelity Management & Research Co. LLC Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.	Corporate Officer/Principal	-
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Corporate Officer/Principal	-
Wilmington Trust, FSB (Massachusetts) (Investment Management) Wilmington Trust, FSB (Massachusetts) (Investment Management) Investment ManagersFinance Wilmington Trust provides customized financial alternatives for three core lines of business: wealth advisory, corporate client and regional banking services. Their corporate client services include an international client base with clients in 86 countries, trust services for capital markets financing structures, entity management services in preferred jurisdictions and trust and custody services for retirement plans. Regional banking services include a leading and retail bank in Delaware, one of the largest personal trust providers in the US, expert tax planning and wealth transfer strategies and integrated banking and advisory services. Wilmington Trust's wealth advisory services include clients in all 50 states and 35 other countries, one of the largest personal trust providers in the US, expert tax planning and wealth transfer strategies and investment management and family office services. Analyst coverage is provided by Deutsche Bank, Fox-Pitt, Kelton, Inc., Janney Montgomery Scott, Keefe, Bruyette & Woods, Lehman Brothers, RBC Capital Markets and SunTrust Robinson Humphrey.	Portfolio Manager-Equities	-

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Linked companies

Private companies	6
Fidelity Management & Research Co. LLC Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions.	Finance
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	Finance
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Finance
St. Lawrence University St. Lawrence University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wilmington Trust, FSB (Massachusetts) (Investment Management) Wilmington Trust, FSB (Massachusetts) (Investment Management) Investment ManagersFinance Wilmington Trust provides customized financial alternatives for three core lines of business: wealth advisory, corporate client and regional banking services. Their corporate client services include an international client base with clients in 86 countries, trust services for capital markets financing structures, entity management services in preferred jurisdictions and trust and custody services for retirement plans. Regional banking services include a leading and retail bank in Delaware, one of the largest personal trust providers in the US, expert tax planning and wealth transfer strategies and integrated banking and advisory services. Wilmington Trust's wealth advisory services include clients in all 50 states and 35 other countries, one of the largest personal trust providers in the US, expert tax planning and wealth transfer strategies and investment management and family office services. Analyst coverage is provided by Deutsche Bank, Fox-Pitt, Kelton, Inc., Janney Montgomery Scott, Keefe, Bruyette & Woods, Lehman Brothers, RBC Capital Markets and SunTrust Robinson Humphrey.	Finance
Stone Securities, Inc. Stone Securities, Inc. Investment ManagersFinance Provides investment advice	Finance