Jonathan Vicari
Research Analyst at Penn Capital Management Company, LLC
About
Jonathan Vicari, CFA, is a Research Analyst at Penn Capital Management Company, LLC, based in Philadelphia, PA. In this role, he primarily covers the Healthcare and Financials sectors, contributing in-depth research to support the firm’s equity and credit strategies focused on non-investment grade, micro- to mid-capitalization companies.
Prior to joining Penn Capital in 2023, Mr. Vicari was a Portfolio Manager and Investment Strategist at Legacy Advisors, where he co-managed a $3 billion portfolio alongside the CIO, researched equities, credit, private investments, real estate, and hedge funds, and served on the investment committee. Earlier in his career, he worked with high-net-worth clients as a Financial Advisor and managed investment portfolios at Morgan Stanley.
Mr. Vicari earned dual Bachelor of Science degrees in Finance and Accounting from the University of Delaware and holds the Chartered Financial Analyst (CFA) designation. He is also active in the investment community, currently serving on the advisory board of the University of Delaware Blue Hen Investment Club.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Penn Capital Management Company, LLC | Research Analyst | Jun 2023 to Present | Penn Capital is a boutique, SEC registered investment management firm that specializes in the leveraged finance market – the credit and equity of non-investment grade companies. |
| Legacy Advisors | Investment Strategist and Portfolio Manager | Aug 2020 to Jun 2023 | - Voting member of the firm's Investment committee. - Supported CIO in developing asset allocation, portfolio construction, and market and economic analysis. - Led manager research across equities,... |
| Morgan Stanley | Financial Advisor | Jul 2016 to Aug 2020 | - Advised clients on investment strategy and selection, asset allocation, and risk management. - Managed portfolios of equity, fixed income, and alternatives and performed due diligence on fund manage... |
| Morgan Stanley | Wealth Management Intern | Jun 2015 to Aug 2015 | — |
| Morgan Stanley | Wealth Management Intern | Jun 2014 to Aug 2014 | — |
Education
University of Delaware
B.S. Finance; B.S. Accounting
2012 — 2016
Archbishop Wood Catholic High School
2008 — 2012
Skills & Expertise
Others at Penn Capital Management Company, LLC (11)
| Name | Role | Location |
|---|---|---|
C Chad Bolen | Sr. Partner and Sr. Research Analyst | Philadelphia, PA , United States |
C Chris Paciello | Research Analyst | Boston, MA , United States |
J Joe Maguire | Portfolio Manager | United States |
P Paulo Silva | Senior Managing Partner, Senior Portfolio Manager | Philadelphia, PA , United States |
P Percy Walla | Managing Partner | Philadelphia, PA , United States |
R Randall Braunfeld | Senior Research Analyst and Partner | Philadelphia, PA , United States |
| Research Analyst | Philadelphia, PA , United States | |
B Bob McLaughlin | Director of Investment Services and Senior Partner | Media, PA , United States |
 | Analyst | Cherry Hill, NJ , United States |
 | Systems and Security Analyst | Wilmington, DE , United States |