Jonathan Shiffer

Chief Investment Officer responsible for leading investment strategy, portfolio construction, risk management, and capital allocation across the firm’s investment platform. Oversee sourcing, underwriting, and execution of investment opportunities while driving portfolio performance and long-term value creation. Partner closely with investors, management teams, and strategic advisors on market positioning, due diligence, and growth initiatives.

Journey Capital Advisers is an investment and financial management firm focused on delivering customized investment solutions to individuals, advisors, and institutional partners. The firm provides OCIO services, ETF strategies, fixed income solutions, and municipal SMAs. Role & Impact Founded and built an investment firm focused on outsourced CIO (OCIO) services, multi-asset portfolio management, and advisor-driven solutions Lead firm-wide investment strategy across multi-asset allocation, portfolio construction, and product development Oversee development and management of ETF strategies, fixed income portfolios, and municipal SMA solutions Partner closely with Head of Fixed Income to establish capital market outlook, investment philosophy, and portfolio positioning Designed and implemented a disciplined investment process incorporating asset allocation, manager selection, and risk management Developed new investment products and platform capabilities aligned with advisor demand and client outcomes Built and maintained relationships with advisors, clients, and strategic partners to support growth and adoption of investment solutions

Chief Investment Officer Freedom Investment Management Chaired investment committee with authority over asset allocation, manager selection, and portfolio strategy Managed $400M equity portfolios delivering 2–5% excess returns over rolling periods Oversaw $2.5B+ investment platform supporting 700+ advisors Built institutional due diligence framework across 250+ strategies Designed model portfolios driving advisor adoption and asset retention Implemented IPS frameworks, portfolio guardrails, and risk management processes Partnered with leadership and distribution teams to support platform growth

Role & Impact Led portfolio management and investment strategy across $8B+ in multi-asset portfolios, including ETFs, mutual funds, and risk-managed strategies Oversaw development and execution of proprietary investment strategies, product innovation, and platform expansion Directed investment oversight across ETF strategies, quantitative portfolios, international allocations, and algorithmic risk controls Managed end-to-end investment process including research, due diligence, capital market assumptions, and portfolio construction Built and developed a 7-person portfolio management and analyst team, improving performance, efficiency, and output Collaborated with senior leadership and distribution teams to align investment strategy with platform growth and advisor demand Key Achievements Drove $6.1B in net new assets through investment strategy development and platform positioning Co-managed 14 mutual funds totaling $22B, delivering consistent outperformance vs. benchmarks Expanded investment platform capabilities across asset classes, enhancing scalability and product breadth

Role & Impact Led firm-wide investment strategy, portfolio construction, and product development across multi-asset portfolios Chaired investment committee with responsibility for asset allocation, manager selection, and portfolio oversight Designed and implemented investment processes, performance metrics, and risk management frameworks Identified operational and investment inefficiencies, implementing solutions that improved scalability and revenue generation Built and led a 15-person investment team, hiring, developing, and elevating performance across the organization Key Achievements Grew firm AUM to approximately $2B, driven by investment performance and product innovation Developed, launched, and funded three equity strategies, generating $200M+ in new assets (~10% firm growth) Strengthened client retention and loyalty through disciplined investment processes and consistent portfolio outcomes

Responsible for selecting investments in predominantly equity oriented products maximizing risk-adjusted returns. Managed portfolio management team comprised of 7 investment associates, fundamental and quantitative analysts, and traders -Lead Portfolio Manager of institutional Large Cap Growth portfolio with AUM of $550 million -Portfolio performance for the measured five year period exceeded the representative benchmark (Russell 1000 Growth) by over 27% -Quarterly performance consistently exceeded the benchmark on average of 80%, well above industry peers aver-age of 45% -Major contributor in tripling the firm’s AUM through consistent performance, client presentations, solidifying key account relationships, and business evaluation, -Analyzed company financials, technical, fundamentals and macro thematic trends, business strategy, economic analysis, asset valuation, and assessment of financial statements

Role & Impact Built and managed a book of business through client acquisition, relationship management, and investment advisory services Developed and implemented custom asset allocation strategies aligned with client objectives and risk profiles Managed end-to-end portfolio process including investment selection, execution, and risk management Authored regular investment commentary and market updates to support client communication and engagement Designed and executed targeted marketing strategies to drive business development and client growth Key Achievements Raised $20M+ in new client assets through business development and relationship management Established a foundation in portfolio construction, client engagement, and investment communication

Studied for an MBA with a concentration in Finance, and continued studies toward a PHd management sciences.