J. Monsma

Portfolio Manager-Equities at

Exchange Capital Management, Inc.

Finance

Consumer Services

Profile

Mr. J.
Z.
Monsma is a Senior Vice President & Senior Wealth Advisor at Exchange Capital Management, Inc. He has over 25 years of institutional investment advisory experience.
Mr. Monsma was previously employed at financial institutions, such as New Street Research, UBS, JPMorgan, Lehman Brothers, and Prudential in New York and Chicago.
Over his career, Zach has provided investment advice to Portfolio Managers and Analysts at such institutions as Fidelity, Blackrock, TIAA-CREF, Nuveen, Invesco, Capital Group (American Funds), Dodge & Cox, AllianceBernstein, Franklin Templeton, Thornburg, Parnassus, Citadel, Millennium, Tiger Management, DE Shaw, and many others.
He received an MBA from the University of Michigan & BA in Economics from DePauw University.

J. Monsma active positions

Companies	Position	Start
Exchange Capital Management, Inc. Exchange Capital Management, Inc. Investment ManagersFinance ECM’s investment philosophy emphasizes fundamental security and credit analysis with a strong preference for constructing diversified investment portfolios using individual stocks and bonds as well as ETFs to prioritize low-cost, tax-efficient investment strategies that meet each client's unique needs.	Portfolio Manager-Equities	2023-12-31

All active positions of J. Monsma

Former positions of J. Monsma

Companies	Position	End
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Institutional Sales	2013-06-29
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.	Corporate Officer/Principal	2008-05-30
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	2004-09-29
New Street Research LLC New Street Research LLC Investment ManagersFinance Provides investment research	Institutional Sales	-

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Training of J. Monsma

Experiences
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Private companies

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Linked companies

Private companies	7
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
JPMorgan Investment Management, Inc. JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity.	Finance
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Exchange Capital Management, Inc. Exchange Capital Management, Inc. Investment ManagersFinance ECM’s investment philosophy emphasizes fundamental security and credit analysis with a strong preference for constructing diversified investment portfolios using individual stocks and bonds as well as ETFs to prioritize low-cost, tax-efficient investment strategies that meet each client's unique needs.	Finance
DePauw University DePauw University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
New Street Research LLC New Street Research LLC Investment ManagersFinance Provides investment research	Finance

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