Jonathan Frederic Kolle
Chief Executive Officer at Smithbridge Asset Management, Inc.
Profile
Mr. Jonathan F.
Kolle, CFA MBA, is a President & Chief Investment Officer at Smithbridge Asset Management, Inc. He has more than 30 years of investment management experience and has served as President and Portfolio Manager for Smithbridge since May of 1999.
Prior to joining Smithbridge, he managed the institutional investment group of a substantial regional bank/trust company.
Mr. Kolle also has experience in the investment banking industry.
Mr. Kolle graduated from the University of Delaware with a B.S.
in Business Administration/Finance in 1985.
He then attended Cornell University where in 1989 he received an M.B.A.
in Finance.
In 1992, he became a Chartered Financial Analyst.
Jonathan Frederic Kolle active positions
| Companies | Position | Start |
|---|---|---|
Smithbridge Asset Management, Inc.
 Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge Asset Management, Inc. (Smithbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chadds Ford, Pennsylvania. The firm was founded by Joseph Champness in 1997. Smithbridge provides wealth management and financial planning services to individuals, trusts, and smaller pension and endowment funds. | Chief Executive Officer | 1999-04-30 |
Training of Jonathan Frederic Kolle
| Cornell University | Masters Business Admin |
| University of Delaware | Undergraduate Degree |
Experiences
Positions held
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Private companies
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1st degree companies
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Linked companies
| Private companies | 1 |
|---|---|
Smithbridge Asset Management, Inc.
Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge Asset Management, Inc. (Smithbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chadds Ford, Pennsylvania. The firm was founded by Joseph Champness in 1997. Smithbridge provides wealth management and financial planning services to individuals, trusts, and smaller pension and endowment funds. | Finance |
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