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    Jon DuPrau

    Managing Director at Alex. Brown Institutional Consulting

    Jon DuPrau is an experienced investment professional with over 20 years of experience in strategic investment planning and portfolio construction.1 He currently serves as the Managing Partner at Quantum Portfolio Management, where he leads the investment management team.13

    Prior to his current role, Jon held the position of Managing Director at Alex Brown / Raymond James from April 2018 to June 2023.2 His career also includes roles as Executive Director at JP Morgan Securities LLC from May 2011 to April 2018.2

    Jon's expertise encompasses various aspects of investment management, including:

    • Asset allocation
    • Implementation selection
    • Risk evaluation and management
    • Performance measurement
    • Governance

    He has extensive experience working with board members, senior executives, and investment committees, helping to align institutional investment and financial goals with thoughtfully constructed portfolios.1

    Jon is known for his innovative and efficient investment methods, which have been implemented by institutional investors, hedge funds, and investment offices throughout the country.1 He developed the Reliability and Efficiency Ratios, which scrutinize data to score investment solutions based on important metrics.1

    In addition to his professional roles, Jon is active in his community and supports various cultural and faith-based initiatives.1 He serves on the board of Opera Santa Barbara and is involved with other organizations such as the Art Foundation of Santa Barbara and the Santa Barbara Center for the Performing Arts.4

    Jon holds several professional qualifications, including:

    • Juris Doctorate degree from Santa Barbara College of Law
    • Licensed International Financial Analyst
    • Multiple Portfolio Management designations4

    Currently, Jon is registered with multiple firms, including Ashton Thomas Securities, LLC, Index Technologies Group LLC, and Quantum Portfolio Management.2

    Highlights

    Nov 28 · araxpartners.com
    People - Arax Investment Partners
    People - Arax Investment Partners
    Sep 17 · qmpm.com
    About Us - Quantum Portfolio Management
    About Us - Quantum Portfolio Management
    Aug 21 · qmpm.com
    Jon Duprau - Quantum Portfolio Management
    [PDF] Jon A DuPrau - finra
    Sep 21 · operasb.org
    Jon DuPrau - Opera Santa Barbara

    Related Questions

    What are Jon DuPrau's key achievements at Quantum Portfolio Management?
    How did Jon DuPrau's work at J.P. Morgan Securities influence his investment strategies?
    What innovative methods does Jon DuPrau use in his investment management?
    How has Jon DuPrau's experience working with board members and senior executives shaped his approach to portfolio construction?
    What is the significance of the Reliability and Efficiency Ratios developed by Jon DuPrau?
    Jon DuPrau
    Jon DuPrau, photo 1
    Jon DuPrau, photo 2
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    Location

    New York, New York