Cesar Jimenez Gonzales
Portfolio Manager-Equities at Xponance, Inc.
Profile
Mr. Cesar J.
Gonzales is a Director, Manager Development & Client Portfolio Manager at Xponance, Inc. He is a voting member of Xponance’s Investment Committee and a member of the Management Committee.
He is responsible for manager development and manager coaching in addition to leading the Xponance Ecosystem.
Mr. Gonzales is the liaison between Xponance’s manager research team and our client facing team.
He is responsible for coordinating client implementations of Aapryl solutions through our financial technology subsidiary company.
He has over 29 years of investment experience with an emphasis on the utilization of entrepreneurial managers.
Mr. Gonzales was employed as a Principal by Calvert Investment Management, Inc., E*TRADE Global Asset Management, Inc., IBM Retirement Fund and a Senior Vice President by Progress Investment Management Co., Inc. His passion for entrepreneurial managers was developed at his first job with Hutchinson Richardson Investment Management, an entrepreneurial manager in San Francisco.
He received his undergraduate degree from Strayer University and an MBA from Strayer University.
He is an active member of the Association of Asian American Investment Managers and the National Association of Securities Professionals.
Cesar Jimenez Gonzales active positions
| Companies | Position | Start |
|---|---|---|
Xponance, Inc.
 Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Portfolio Manager-Equities | 2011-08-31 |
Former positions of Cesar Jimenez Gonzales
| Companies | Position | End |
|---|---|---|
Calvert Investment Management, Inc.
 Calvert Investment Management, Inc. Investment ManagersFinance Founded in 1976, Calvert Investment Management, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm is a direct subsidiary of Calvert Research & Management. Their ultimate parent is Eaton Vance Corp. (NYSE: EV). Calvert Investment Management provides investment management services through mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients. | Corporate Officer/Principal | - |
IBM Retirement Fund
 IBM Retirement Fund Investment ManagersFinance IBM Retirement Fund is the defined benefit plan manager for IBM Corp.'s (NYSE: IBM) employees. It was formed in 1983 and headquartered in Armonk, New York. | Corporate Officer/Principal | - |
E*TRADE Global Asset Management, Inc.
 E*TRADE Global Asset Management, Inc. Investment ManagersFinance Part of Morgan Stanley, E*TRADE Global Asset Management, Inc. provides asset management services. The company is based in Arlington, VA. | Corporate Officer/Principal | - |
Progress Investment Management Co Inc
 Progress Investment Management Co Inc Investment ManagersFinance Progress Investment Management Co Inc (Progress Investment Management) is a private equity firm founded in 1990 by Ed Callan and Marx L Cazenave. The firm is headquartered in San Francisco, California. | Corporate Officer/Principal | - |
Training of Cesar Jimenez Gonzales
| Strayer University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
IBM Retirement Fund
IBM Retirement Fund Investment ManagersFinance IBM Retirement Fund is the defined benefit plan manager for IBM Corp.'s (NYSE: IBM) employees. It was formed in 1983 and headquartered in Armonk, New York. | Finance |
Calvert Investment Management, Inc.
Calvert Investment Management, Inc. Investment ManagersFinance Founded in 1976, Calvert Investment Management, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm is a direct subsidiary of Calvert Research & Management. Their ultimate parent is Eaton Vance Corp. (NYSE: EV). Calvert Investment Management provides investment management services through mutual funds and separate accounts to institutional investors, retirement plans, financial intermediaries and their clients. | Finance |
E*TRADE Global Asset Management, Inc.
E*TRADE Global Asset Management, Inc. Investment ManagersFinance Part of Morgan Stanley, E*TRADE Global Asset Management, Inc. provides asset management services. The company is based in Arlington, VA. | Finance |
Progress Investment Management Co Inc
Progress Investment Management Co Inc Investment ManagersFinance Progress Investment Management Co Inc (Progress Investment Management) is a private equity firm founded in 1990 by Ed Callan and Marx L Cazenave. The firm is headquartered in San Francisco, California. | Finance |
Xponance, Inc.
Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Finance |
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