As an analyst at Acuity Advisors, Jonas assists the firm in providing investment banking and valuation advisory services to its clients, primarily focusing on the Employee Stock Ownership Plan (ESOP) space. Jonas’ work regularly consists of spreading and analyzing financial statements and projections, assisting in the development of business valuation models, and researching key trends across economic sectors, industries, and the M&A market.
Prior to joining Acuity, Jonas attended Cal Poly Pomona, where he was an equity research analyst at the school’s student-managed investment fund and a regional winner in the CFA Institute Research Challenge. This practical experience allowed Jonas to gain knowledge in valuation research and an intimate understanding of the importance of delivering accurate, timely, and ethical results for clients.
- Cal Poly Pomona