Jonathan L. Chatfield, CFA
Advisor
Mr. Chatfield has over 20 years of experience in the investment management industry. He has served previously as a portfolio manager and investment management consultant and has developed computer software for the financial services industry. Mr. Chatfield holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Diego and the CFA Institute. He received a BS in Agricultural and Managerial Economics from the University of California, Davis.