Financial Perspectives: Insights from Investment Professionals

“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens.

Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! Overall, you'll come away having learned new finance and investment insights.

This podcast, developed by CFA Society San Francisco, is provided for general interest only. Episodes are published on the last Tuesday of the month. The content is not intended to be, nor should be interpreted as recommendations or fiduciary advice. Please consult your own investment professional for information concerning your specific situation.

Guest

Jonathan Steele, CFA

As Chief Investment Officer and Managing Partner, Jonathan leads the investment research and portfolio management initiatives at One Wealth Advisors. A CFA charterholder and a member of CFA Institute, he has been dedicated to his career for more than 20 years. His expertise includes portfolio theory, tactical and strategic asset allocation, and behavioral finance.

Passionate about music, Jonathan has served on the advisory boards of Bard Music West and Vanguard Music and Performing Arts. In addition to supporting the local arts and performance community, Jonathan values his time spent mentoring students in finance, music, technology, and engineering. Together with his wife Julie, he also supports the local senior dog rescue, Muttville, and the SF SPCA.

https://onewealth.net/team/jonathan-steele/

Guest appearance on:

Financial Therapy: Transforming Wealth Management with Jonathan Steele