Jonathan Souza, CFA, CIPM
Director of Credit Research
Jonathan has 15 years of investment experience and is responsible for fixed income credit research. Prior to joining WEDGE, Jon was a fixed income portfolio manager for the Private Bank at Wells Fargo. Jon’s investment experience also includes municipal credit research at Eaton Vance Management. Jon received his Bachelor of Science in Business Administration degree with a concentration in Finance from the University of Massachusetts. Jon is a member of the firm’s Investment Policy Committee.