Founder & Lead Advisor
Jonathan Hale, CFA
Helping investors build lasting wealth through research, discipline, and a clear-eyed approach to risk.
Jonathan founded [BRAND] with a simple conviction: that patient, research-driven investing beats speculation over the long run. Over two decades in the markets — from institutional portfolio management to advising private clients — he has developed a repeatable process built around fundamentals, defined risk, and transparency.
Today he leads the firm's research team and educational programs, translating complex market dynamics into clear, actionable guidance for investors at every level.
20+
Years in the markets
$400M+
Assets guided
12,000+
Investors educated
Credentials
Discipline over hype
CFA® Charterholder
Chartered Financial Analyst
CFP® Professional
CFP® Professional
Series 65
Registered Investment Adviser
MBA, Finance
Master of Business Administration
Career
Experience
Two decades across institutional and private markets
2015 – Present
Founder & Lead Advisor
[BRAND] Investment Research
Built the firm's research process and educational platform, guiding thousands of investors with disciplined, transparent strategies.
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2009 – 2015
Beginner Investing Guide
Meridian Capital Partners
Managed multi-asset portfolios for private clients, developing the fundamentals-driven, risk-defined approach used today.
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2004 – 2009
Equity Research Analyst
Hartwell Global Investments
Covered technology and industrials, producing deep fundamental research and valuation models for the institutional desk.
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2002 – 2004
Investment Analyst
Northbridge Asset Management
Began his career in buy-side research, building a foundation in balance-sheet analysis and market discipline.
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Learn The Craft
Concepts we help you master
What the data actually means for your portfolio.
BLOOMBERGlysis
CNBC
FORBES
REUTERS
On Stage
Speaking engagements
Keynotes, panels, and workshops at leading finance and investor events.
Sep 18, 2026
The Discipline Edge: Investing Through Volatility
Global Markets Summit 2026 · Keynote
A keynote on building repeatable process and defined risk into every investment decision.
New York, NY
Jul 09, 2026
Reading Fundamentals in a Fast Market
Investor Education Conference · Workshop
A hands-on workshop on valuing companies quickly without cutting analytical corners.
Chicago, IL
May 22, 2026
Risk Management Panel: Protecting Capital
FinCon Wealth Forum · Panelist
A panel discussion on drawdown control, position sizing, and long-term compounding.
Austin, TX
Mar 14, 2026
Building Wealth With Patience
Private Investor Series · Fireside Chat
An intimate conversation on long-term strategy, mindset, and avoiding common mistakes.
Virtual
Watch & Learn
Recorded educational sessions
On-demand webinars and workshops — learn the frameworks behind our research at your own pace.
Fundamentals
How to Value a Company in 30 Minutes
A practical walkthrough of the numbers that matter most when analyzing a business.
On-demand · 48 min · 4,200 views
Risk Management
Position Sizing & Protecting Your Capital
The risk framework that keeps you in the game through any market cycle.
On-demand · 37 min · 3,850 views
Strategy
Building a Portfolio That Compounds
How to structure holdings for long-term growth without unnecessary risk.
On-demand · 52 min · 5,100 views
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