Chief Investment Officer and CEO
Jonathan has been involved in financial services since 1993 when he graduated from Bournemouth University with a BA (Hons) in Accountancy. He joined the then newly formed Close Brothers Investment Limited in 1993 and was appointed Finance Director just five years later in 1998. In his role he was responsible for overseeing its property investment funds and numerous tax planning products, before becoming Managing Director in 2005.
When he left to set up Stellar, it had approximately £1 billion of funds under management. Drawing on his wide-ranging experience, Jonathan established Stellar Asset Management in 2007 along with the former founder of Close Brothers Investment Limited and two other colleagues. Jonathan remains the majority shareholder.
Outside of work he enjoys organising and participating in charity events, particularly sponsored cycle rides. He is a keen Manchester United supporter, as you would expect from someone who lives in the south! He also treats himself to a few days off work during the year to watch live cricket matches so he can follow the ups and downs of England’s test cricket team.