Jonathan Woolverton

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Jonathan Woolverton

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March 2022


Jonathan J. Woolverton, CFA, has spent his whole career in the investment field—over fifty years. After graduating from university in Pennsylvania, he moved to Toronto, Canada, where he began his career in the investment department of an insurance company. In his role as investment officer he was responsible for formulating investment strategy and overseeing all investments within the equity and fixed-income divisions. JJ later joined Ontario Hydro as their chief investment strategist where all pension funds where managed internally.

JJ left the money management business to become an investment planning consultant. He was a founding partner and managing director of Frank Russell Canada. He moved back to the money management side as the mana
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Diary of a Canadian Country...

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THE INVESTMENT COMMITTEE GUIDE TO PRUDENCE: Increasing the Odds of Success When Fulfilling Your Fiduciary Responsibilities in the Administration of Pension/Investment Assets

JJ’s investment career spans more than five decades. He has been the chief investment strategist for a pension plan sponsor, a managing director and senior consultant within a global investment planning consultant firm, and a managing director and chief operating officer of an investment management organization. Over his career, JJ has attended well over a thousand investment committee meetings as

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Published on January 31, 2022 10:19
Quotes by Jonathan Woolverton  (?)
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“I won’t say that the majority of investment committees are dysfunctional; however, I also can’t say that the majority are functional.”
Jonathan Woolverton, The Investment Committee Guide to Prudence: Increasing the Odds of Success When Fulfilling Your Fiduciary Responsibilities in the Administration of Pension/Investment Assets.

“The importance of the role of the plan sponsor cannot be emphasized enough. The decisions made at this level can significantly add to or subtract from pension and investment assets.”
Jonathan Woolverton, The Investment Committee Guide to Prudence: Increasing the Odds of Success When Fulfilling Your Fiduciary Responsibilities in the Administration of Pension/Investment Assets.

“The importance of the role of the plan sponsor cannot be emphasized enough. The decisions made at this level can significantly add to or subtract from pension and investment assets.”
Jonathan Woolverton, The Investment Committee Guide to Prudence: Increasing the Odds of Success When Fulfilling Your Fiduciary Responsibilities in the Administration of Pension/Investment Assets.

“I won’t say that the majority of investment committees are dysfunctional; however, I also can’t say that the majority are functional.”
Jonathan Woolverton, The Investment Committee Guide to Prudence: Increasing the Odds of Success When Fulfilling Your Fiduciary Responsibilities in the Administration of Pension/Investment Assets.

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