Profile
Mr. Horgan joined IFS' Washington office in 2005.
Previously, he worked as an arbitrage clerk/trading assistant for Dean Witter Reynolds, as a trader/analyst for hedge fund administrator International Fund Services, and as a trading & technology consultant for Bank Boston Capital Markets.
Mr. Horgan earned a BA in English literature from the College of the Holy Cross, and an MBA in Finance from Northeastern University, where he received Beta Gamma Sigma honors.
In addition, Mr. Horgan has completed coursework toward a MS in Investment Management from Boston University.
He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute.
Mr. Horgan is also a member of the Chartered Alternatives Investment Analyst Association and is a CAIA designee.
He has also earned the Series 7 (General Securities Exam) and Series 3 (National Commodity Futures Exam) licenses.
Former positions of Jonathan P. Horgan
| Companies | Position | End |
|---|---|---|
Independent Fiduciary Services, Inc.
 Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Portfolio Manager-Equities | 2010-12-30 |
| Dean Witter Reynolds, Inc. | Trading-Fixed Income | - |
Training of Jonathan P. Horgan
| College of the Holy Cross (Massachusetts) | Undergraduate Degree |
| Northeastern University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Finance |
| Dean Witter Reynolds, Inc. | Finance |
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