Broker Check
Jonathan A. Dudzinski, CFA®

Jonathan A. Dudzinski, CFA®

Portfolio Manager

Joined:

July 2019

7 years of previous industry experience.

Education:

Bachelors of Business Administration in Accounting and Finance from the University of Wisconsin Oshkosh (Summa Cum Laude)

Chancellor’s Award for Excellence Recipient.

Jon was the lead author on “Ben Graham’s Net Current Asset Value Strategy” in the Journal of Investing. 

Industry Credentials:

Chartered Financial Analyst® (CFA)
Series 7 and 63 

Specialty:

Portfolio Management: Jon manages the John Adams Global (JAG) Strategy which is based upon the methodology his published research paper investigates.

Investment Research: As a specialist in fundamental and competitive analysis, he also assists with general investment research.

Get to Know Me:

In his spare time, Jon is a beekeeper. In fact, this odd hobby morphed into a full-fledged business with a line of beeswax based lip balm carried in Whole Foods and retailers across the country.

As a bone marrow donor, Jon founded the UW Oshkosh chapter of Be the Match. His chapter has been responsible for over 100 life saving bone marrow donations. He also sits on over half a dozen non-profit boards of directors.