Meet Jonathan Treussard, Ph.D.

Jonathan Treussard, Ph.D. is the founder of Treussard Capital Management LLC, a registered investment advisor that operates as a fiduciary for its clients. With his extensive academic pedigree and practical experience, Jonathan brings a unique combination of experience to the practice of wealth management. Jonathan's career prior to TCM includes leadership roles at elite investment organizations in New York City and California. He is also a thought leader in the field of investing, building on an academic research track record dating back to his analysis of financial bubbles with Earl A. Thompson at UCLA in the aftermath of the Tech Bubble.

During the Global Financial Crisis, Jonathan Treussard was a senior member of the risk management team at Ziff Brothers Investments, the investment vehicle for the Ziff family in New York City. Jonathan's efforts allowed the firm to mitigate potential losses and protect assets during one of the most significant financial crises in recent history. His contributions as a risk management professional demonstrated his ability to thrive under pressure and make sound decisions in the face of adversity.

At Research Affiliates, a $150-billion quantitative global asset manager, he served as Partner and Head of Product, driving the firm's product strategy across all asset classes and around the globe. Among many publications, Dr. Treussard co-authored the firm's Investment Beliefs, providing a framework for making strategic decisions in the pursuit of the firm's mission to "Transform the Global Investment Community for the Benefit of Investors."

Immediately before launching TCM, Jonathan served as Senior Vice President for the Irvine Company's Investment Fund in Newport Beach, California, taking him back to his earlier experience of serving in a senior investment role for ultra high net worth individuals.

Dr. Treussard holds a Ph.D. in Economics (specialized in Econometrics and Finance) from Boston University, where he was the recipient of a full Presidential Fellowship. He received a B.A. in Economics and International Studies from UCLA (Summa Cum Laude and College Honors). Jonathan has taught investment courses at several universities, including for MBAs at the MIT Sloan School of Management in Cambridge, MA. Also during his time as a Doctoral candidate, Jonathan was hired by Nobel Prize winner Bob Merton to join Dr. Merton's firm Integrated Finance Limited in New York.

Jonathan Treussard has authored numerous articles and interfaced with global media, sharing his insights on various financial topics. Jonathan's ability to articulate complex concepts in a clear and accessible manner is a skill set he leverages for the benefit of his readers.

Also Meet Katrina Sherrerd, Ph.D. - Advisor to TCM

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