SVP, Senior Portfolio ManagerJonathan Bailly has 20 years of experience in macro strategy, global equities, fixed income and credit, and alternative investments for the management of balanced, multi-asset portfolios for private clients. Prior to joining Webster Private Bank, Jonathan was an Investment Principal at Partners Capital Investment Group, a global private investment advisor based in London, Boston and Hong Kong. Previously, he was Partner and Director of Research at Dorchester Capital Advisors in Los Angeles, a top-quartile alternative investment firm. He has also worked in the investments group of the Walt Disney Company corporate treasury.
Jonathan started his investment career as an Economist and Fedwatcher at Wrightson Associates, a fixed income advisory boutique in New York. He earned a B.A. in Political Science and Economics from Vassar College, a Masters in Economics from New York University and an M.B.A. from the UCLA Anderson School of Management.He has been a CFA charter holder since 2004.
An avid traveler, Jonathan has visited 43 states and 35 countries on six continents, and speaks Italian, Spanish and French. He lives in Salem, MA where he is a Trustee of the Bentley Academy Charter School and a member of the Salem Public Schools parent advisory committee. He also serves on the vestry of Grace Episcopal Church.