Prior to forming Forethought Risk, Jonathan spent 12 years
as a professional trader / portfolio manager, with the final year's experience as a portfolio manager for Ontario Teachers' Pension Plan in the Fixed Income Relative Value group.
Before joining OTPP, Jonathan spent 8 years in the fixed income derivatives trading group at the Bank of Montreal, making markets in cross-currency interest rate swaps and swaptions. In that capacity he built many quantitative tools which provide real-time analysis of market mispricings across various products.
Jonathan began his career in the investment world at Manulife Financial where he became a portfolio manager and spent time analyzing liability products and how to hedge them using financial products.
Prior to his career in the investment world, Jonathan worked as an actuary at Mercer in their pension consulting group and then at Manulife in Financial Reporting.
He holds the Chartered Financial Analyst designation as well as the actuarial designations of Fellow of the Society of Actuaries and Fellow of the Canadian Institute of Actuaries, completing all designations at the age of 26. He graduated with High Distinction from the University of Toronto with an Honours BSc in the Mathematical Sciences program.


