Brendan Jones

Managing Director | Senior Portfolio Manager - Fixed Income | Private Wealth & Corporate Cash Management

New York, New York, United States

About

Mr. Jones began his career in the financial services industry in 1997 with AIG International. He has been associated with David D’Amico and Steven Feit of Treasury Partners since 1998, and joined Richard Saperstein, Treasury Partner's Managing Director/Principal and Chief Investment Officer, at CIBC Oppenheimer in 2002. Mr. Jones is Treasury Partners’ Senior Portfolio Manager and a member of the Portfolio Management Group. He implements and maintains our fixed income investment portfolios, and invests considerable time communicating with “the Street” and assessing developments within both the bond market and broader financial markets. Mr. Jones shares his insights on both the fixed income and equities markets with the other members of the Portfolio Management Group during their weekly conference. He also is the author of the Treasury Partners blog, and a frequent contributor to our Portfolio Tactics reports, which provide an overview of prevailing economic trends and how these trends are impacting our client portfolios. Mr. Jones is a graduate of Connecticut College with a BA in History and a minor in Applied Microeconomics. Treasury Partners is registered with HighTower Securities, LLC, member FINRA, MSRB, and SIPC & HighTower Advisors, LLC, a registered investment advisor with the SEC.

Experience

  • Executive Director/Senior Portfolio Manager at TREASURY PARTNERS
    May 2009 - Present · 17 yrs 3 mos

  • Vice President at Bear Stearns
    May 2003 - May 2009 · 6 yrs 1 mo

  • Associate at CIBC Oppenheimer
    Feb 2002 - May 2003 · 1 yr 4 mos

  • Investment Associate at UBS PaineWebber
    Feb 2000 - Jan 2002 · 2 yrs

  • Associate at CIBC Oppenheimer
    Aug 1998 - Feb 2000 · 1 yr 7 mos