![Jonathan Michael Winzeler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Jonathan M.
Winzeler is a Partner at Sunburst Financial Group LLC.
He chairs the investment committee and contributes to the economic outlook, asset allocation, and investment selection for all clients of the company.
With over 18 years of investment management and financial planning experience, he serves as the Chief Investment Officer of Sunburst Financial and is a partner of the firm.
He holds a Bachelor of Science in International Business from Birmingham-Southern College.
| Sociétés | Poste | Début |
|---|---|---|
Sunburst Financial Group LLC
 Sunburst Financial Group LLC Investment ManagersFinance SFG utilizes a fundamental method of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The core of their investment process rests on the belief that successful investing is dependent on a long-term focus. They are willing to accept short-term fluctuations in market performance knowing that markets have a historical upward trend. | Directeur en chef des Investissements | - |
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Sociétés cotées
Entreprise privées
| Entreprise privées | 2 |
|---|---|
Birmingham-Southern College
 Birmingham-Southern College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sunburst Financial Group LLC
Sunburst Financial Group LLC Investment ManagersFinance SFG utilizes a fundamental method of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The core of their investment process rests on the belief that successful investing is dependent on a long-term focus. They are willing to accept short-term fluctuations in market performance knowing that markets have a historical upward trend. | Finance |
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