Jonathan Vicari

Analyst-Equity at Penn Capital Management Co LLC

Finance

Consumer Services

Profile

Jonathan D.
Vicari is a Research Analyst at Penn Capital Management Co LLC since 2023.
Prior to this, he worked as an Investment Strategist & Portfolio Manager at Legacy Advisors LLC from 2020 to 2023.
He completed his undergraduate degree from the University of Delaware in 2016.

Jonathan Vicari active positions

Companies	Position	Start
Penn Capital Management Co LLC Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.	Analyst-Equity	2023-05-31

All active positions of Jonathan Vicari

Former positions of Jonathan Vicari

Companies	Position	End
Legacy Advisors LLC Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services.	Portfolio Manager-Equities	2023-05-31

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Training of Jonathan Vicari

University of Delaware

Undergraduate Degree

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Linked companies

Private companies	2
Legacy Advisors LLC Legacy Advisors LLC Investment ManagersFinance Founded in 2006, Legacy Advisors LLC is a wealth management firm and registered investment advisor headquartered in Plymouth Meeting, Pennsylvania. The firm offers the following investment advisory services, which are personalized to each individual client: Financial Planning and Consulting Services and Portfolio Management Services.	Finance
Penn Capital Management Co LLC Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.	Finance