Jonathan Gordon, CAIA
Jonathan is a Managing Principal at Excelsis Research and is primarily responsible for Alternative Investment research, analytics, and due diligence for the firm. Excelsis Research is an outsourced research firm that supports institutions and family offices with an augmented resource for research and due diligence. His objective is to uncover alpha by sourcing unique, off-the-run, idiosyncratic investment ideas that are capacity constrained and undiscovered. Jonathan began his career in 2006 at Citi Institutional Consulting, later to become Graystone Consulting, an institutional consulting subsidiary of Morgan Stanley. There he provided investment research and consulting services to institutions and UHNW Families. In 2012, Jonathan joined CapTrust Advisors, an independent institutional consulting firm, to lead alternative investment research and serve as a voting member of the Investment Research Committee. Jonathan holds the Chartered Alternative Investment Analyst designation and is FINRA registered series 7, 66, and 31. He received a BS in Finance, a BA in Marketing, and a minor in International Economics from the University of South Florida. Jonathan is an active volunteer in the local community and is VP of Finance for Redefining Refuge, a non-profit that provides refuge for human trafficking victims.