Jonathan is a financial executive with 20 years in the industry covering quantitative derivatives’ strategies, trading, research, and risk management. For 10 years he has specialized in derivatives and options-based ETFs.
BS, Finance, Sacred Heart University
Jonathan began his career at SAC Capital Advisors where he focused on long/short equity, as well as listed and OTC quantitative derivatives’ strategies. At Millennium Management, he expanded his focus on long/short equity, global macro, and derivatives’ trading, research, and risk management. A veteran in the space, Jonathan has also held roles at Cowen and Mirae Asset.
In 2013 Jonathan moved into the ETF industry, as he saw an opportunity to utilize his derivatives’ experience to expand options-based ETFs to the investment community. Throughout his time focused on ETFs, he has served in numerous roles, including portfolio manager, product developer and manager, and a marketer of options-based strategies. Additionally, Jonathan is featured in industry publications and outlets, such as Bloomberg and Nasdaq, to discuss options and asset allocation.
When not working, Jonathan can often be found on a golf course, or spending time with his wife. In his downtime, Jonathan enjoys reading about retirement and investment strategies. He firmly believes all Americans should have tools to build retirement savings and access to a quality education — his motivating reasons to enter and stay in the financial field.
Words of Wisdom? “Make a change for people. We are judged based upon how we turn negatives into positives.”
For speaking engagements, please contact us.
Are you a Registered Investment Advisor looking to diversify your portfolio? Then you won't want to miss this upcoming webcast on portfolio diversification! This webcast will provide you with a comprehensive overview of the best practices for diversifying a portfolio. Not only will there be a presentation, but also an interactive Q&A session to ensure that you get the most out of your experience. It is important to get involved in the discussion, as this is an invaluable opportunity to learn from others in the field. By taking part in this webcast, you will be able to stay on top of the latest trends and strategies in diversification, allowing you to maximize returns and minimize risk. Invest in yourself and your future by joining this webcast - you won't regret it!
Speakers: Thomas Campbell, Jonathan Molchan, Thomas Munster, and Bryan Smarch
Investors continue to seek income-producing investments. With rising interest rates, there is now more stress and volatility on traditional fixed income investments, increasing demand for alternative means of income generation.
TUG and TUGN represent the new wave of solutions-based ETFs that merge tactical equity allocation and options-generated income into one portfolio. Investors can realize consistent monthly yield while still participating in market upside, all within a tax efficient
ETF vehicle.
With income products experiencing sustained losses, investors have a rare opportunity to capitalize on tax loss harvesting trades. Thomas Campbell and Jonathan Molchan, Managing Partners and Portfolio Managers at STF Management, discuss the core methodology and drivers to the TUG rule set and how this can provide solutions to the challenges of asset allocation.
STF Management Press Release: New ETF Issuer, STF Management, Launches First Two ETFs on the Nasdaq
Exchange (prnewswire.com)
Speakers: Thomas Campbell and Jonathan Molchan
STF Management LP is an SEC registered investment advisor headquartered in Frisco, TX. Our team is comprised of a variety of industry professionals who have specific expertise in financial services including hedge funds, investment banks, insurance companies and asset management firms. The STF team has a dedicated focus bringing investment solutions to clients, leveraging their experience in product development, management and distribution.