Jonathan Barbato, head of manager selection at the Geller Family Office Services, has over ten years of experience in the wealth management industry, focusing on high net worth investors. His primary responsibilities include providing investment manager oversight, due diligence, asset allocation research, and portfolio construction for the clients. Jonathan sources the traditional investments, hedge funds and venture capital managers that are used to construct the firm’s high net worth client portfolios. Jonathan is also a member of the firm’s Investment Committee. Jonathan received a BS in economics from The Pennsylvania State University with certificates in macroeconomics; money and banking; and international, development and transition economics. He is a member of the Chartered Alternative Investment Analyst Association and an affiliate of the Market Technicians Association. He frequently participates on industry advisory panels and presents at industry conferences.
Jonathan Barbato, head of manager selection at the Geller Family Office Services, has over ten years of experience in the wealth management industry, focusing on high net worth investors. His primary responsibilities include providing investment manager oversight, due diligence, asset allocation research, and portfolio construction for the clients. Jonathan sources the traditional investments, hedge funds and venture capital managers that are used to construct the firm’s high net worth client portfolios. Jonathan is also a member of the firm’s Investment Committee. Jonathan received a BS in economics from The Pennsylvania State University with certificates in macroeconomics; money and banking; and international, development and transition economics. He is a member of the Chartered Alternative Investment Analyst Association and an affiliate of the Market Technicians Association. He frequently participates on industry advisory panels and presents at industry conferences.
Should I invest in middle-market private equity?
For over a year now, the industry has been abuzz about the increased allocation to private equity by ultra-high net worth (UHNW) families. This is unsurprising, given that they have the ability to be patient investors. Additionally, domestic market equity returns continue to be uninspiring, while hedge funds suffer through a prolonged period of underperformance, […]
