Jonathan Chin, CFA

Head of Portfolio Management

Jonathan earned his B.A. in History from University of California, Irvine as well as a Teaching Credential from Concordia University, Irvine. He joined Private Management Group in 2008, and acquired his Chartered Financial Analyst (CFA) designation. Before joining Private Management Group, he was teaching and coached basketball at Woodbridge High School. As a result, he has extensive ties to Irvine and various greater Orange County youth basketball organizations. In addition, he has served local community service organizations and worked with Habitat for Humanity. His passion is helping people, making money for clients, and developing investment strategies.