Zach Jonson, CFA photo

MARKETS

Zach Jonson, CFA

Senior Portfolio Manager,

Stack Financial Management

  • Senior Portfolio Manager with Stack Financial Management
  • Holds the Chartered Financial Analyst (CFA) Designation
  • Quotes in the Wall Street Journal, Barron's, Bloomberg, and More

About Zach

Zach Jonson is a senior portfolio manager with Stack Financial Management (SFM). Adhering to SFM's "safety-first" style of risk management, Zach focuses on portfolio construction, securities research, and individual stock selection. He has extensive experience in both equity and fixed income analysis and holds the chartered financial analyst (CFA) designation. Prior to joining SFM, Zach was the senior vice president of investment management at a boutique investment firm in Colorado where he had over 14 years of experience in all aspects of portfolio management. He has been quoted in numerous financial publications including The Wall Street Journal, Barron's, and Bloomberg.

Zach's Articles

WestRock (WRK) is a multinational provider of paper and packaging solutions for consumer and industrial markets, explains Zach Jonson, CFA and Chief Investment Officer at Stack Financial Management.
WestRock (WRK) is a multinational provider of paper and packaging solutions for consumer and industrial markets.The company operates in two main segments: corrugated packaging and consumer packaging, explains Zach Jonson, CFA and Chief Investment Officer at Stack Financial Management.
Known as the worldwide leader in networking equipment, Cisco Systems (CSCO) designs and sells a broad range of technologies that help their customers provide a highly secure and intelligent platform for digital business, notes Zach Jonson, CFA and senior portfolio manager at Stack Financial Management. 
Zach Jonson, senior portfolio money manager at Stack Financial Management, selected Chevron (GE) as his top investment idea for 2019. The stock has since risen 15%. Here's his update on the large cap energy firm.

Zach's Videos

The decline in manufacturing has some traders worried, but the broad macro-environment is positive.
As we move into the late stages of this current (longest ever) bull cycle, we see many sectors with "stretched valuations," points out Zach Jonson.
Zach Jonson discusses, which sectors will be the strongest over next year. Why healthcare is still a strong play.
Marrying the macroeconomic situation with a bottom-up investing approach. Johnson is ratcheting up exposure to bottom-up opportunities.