Jon Shoen
Profile
Mr. Jon Shoen, CFA, is a Portfolio Manager at Montana Board of Investments.
Prior to joining Montana Board of Investments, Mr. Shoen was the Research Associate for Insight's Mid-Cap Growth Portfolio where he supported the Growth team by performing initial research on companies being considered for purchase and conducting ongoing research coverage of companies that are owned in accounts.
Prior to joining Insight, he held a research position at a mutual fund company specializing in socially responsible equity investments and was an Audit Associate at one of the former "Big Six" public accounting firms.
Mr. Shoen received his Bachelor of Science in Commerce degree with a double major in Finance and Economics from Santa Clara University where he graduated with Magna Cum Laude honors.
Former positions of Jon Shoen
| Companies | Position | End |
|---|---|---|
Insight Capital Research & Management, Inc.
 Insight Capital Research & Management, Inc. Investment ManagersFinance Founded in 1988 by Jim Collins, Insight Capital Research & Management, Inc. a registered investment advisor located in Walnut Creek, California. The firm provides asset management services to institutional and high net-worth investors. | Analyst-Equity | 2005-01-14 |
Montana Board of Investments
 Montana Board of Investments Investment ManagersFinance Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects. | Analyst-Equity | - |
Training of Jon Shoen
| Santa Clara University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Insight Capital Research & Management, Inc.
Insight Capital Research & Management, Inc. Investment ManagersFinance Founded in 1988 by Jim Collins, Insight Capital Research & Management, Inc. a registered investment advisor located in Walnut Creek, California. The firm provides asset management services to institutional and high net-worth investors. | Finance |
Montana Board of Investments
Montana Board of Investments Investment ManagersFinance Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects. | Finance |
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