Mr. Jonathan D. Kuczmarski, MBA


Experience:

WHALEROCK POINT PARTNERS LLC - PORTFOLIO MANAGER/INVESTMENT COMMITTEE MEMBER

ALDERSHOT CAPITAL LLC - MANAGING MEMBER/ FOUNDER

J&W SELIGMAN & CO - INSTITUTIONAL SALES

 

Education:

FORDHAM UNIVERSITY - MBA, FINANCE (2008)

HARVARD UNIVERSITY - BA, GOVERNMENT (2002)

CHAMINADE HIGH SCHOOL - (1998)


Mr. Jonathan D. Kuczmarski is a Series 65 licensed Investment Advisor Representative. Mr. Kuczmarski has worked at several prestigious firms including JW Seligman & Co, Aldershot Capital LLC, Copia Trading LLC and Whalerock Point Partners, LLC. Since graduating Harvard University in 2002, Jon has spent his entire career in the investment management industry.

Throughout his career, Mr. Kuczmarski's responsibilities have included managing & designing multi asset class portfolios tailored to fit the complex demands of families, endowments and institutional investors. Jon specializes in quantitative analysis, quantitative strategies, portfolio construction and asset allocation. Mr. Kuczmarski has over 15 years of experience working in investment management industry. Jon's mission is to push investment management forward to the low cost, passive model, fee based model that Jon uses at Efficient Capital Strategies which he founded in April 2016.

Mr. Kuczmarski is responsible for all aspects of operations at Efficient Capital Strategies, LLC - Investment Operations - Marketing & Strategy - Compliance and currently serves as the firm's Chief Compliance Officer. Mr. Kuczmarski holds an active Series 65 license and is a registered investment advisor in the State of Rhode Island and is legally bound to act as a fiduciary.

Jon and his wife who is a medical doctor live in Barrington, RI. Jon is actively involved volunteering in coaching youth lacrosse across the RI area.