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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Jonathan Shelon
COO at Kraneshares
Speaker

Profile

Jonathan Shelon is the Chief Operating Officer at KraneShares and joined the firm in 2015. He oversees several business functions that drive efficient growth, and serves on the leadership team.

Jonathan has extensive experience in managing investment portfolios and diverse teams at leading asset management organizations. Prior to Krane, Jonathan was the Chief Investment Officer of the Specialized Strategies Team at J.P. Morgan, overseeing $40 billion in AUM. Prior to joining J.P. Morgan, Jonathan was a portfolio manager at Fidelity Investments where he was responsible for $150 billion in assets for over five million shareholders in Fidelity’s target date strategies, the Freedom Funds. Before Fidelity, Jonathan was a quantitative consultant in the Capital Markets Research Group of Callan Associates where he developed strategic investment plans for institutional clients.

Jonathan received a Bachelor of Business Administration degree in actuarial science from the Fox School of Business and Management at Temple University, and is a Fellow of the Society of Actuaries and Chartered Financial Analyst charter holder.

Agenda Sessions

  • The Future of Portfolio Allocation

    3:00pm