Jonathan Fairchild
Executive Vice President, Director of Financial Consulting and Business Development, Principal at Telos Capital Management, Inc.
About
Jonathan Fairchild is Executive Vice President, Director of Financial Consulting and Business Development, and Principal at Telos Capital Management, Inc., based in Solana Beach, CA. In his role, he leads the firm's business development initiatives and oversees financial consulting while managing new client services for a diverse clientele including high-net-worth individuals and institutional investors.
With over two decades of investment management experience, Fairchild previously served as First Vice President at RNC Genter Capital Management, where he specialized in portfolio management and client advisory. At Telos Capital Management, his work spans key asset classes including equities, fixed income, and balanced portfolios, with an emphasis on personalized portfolio strategies and long-term financial planning.
Fairchild holds a Bachelor of Administration in Finance with a concentration in Financial Analysis from the University of Iowa - Henry B. Tippie College of Business, as well as a Certification in Personal Financial Planning from UCLA. He is noted for his significant expertise in goal-based wealth management, business development, and comprehensive financial consulting, contributing to the strategic growth and client satisfaction at Telos Capital Management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Telos Capital Management, Inc. | Executive Vice President, Director of Financial Consulting and Business Development, Principal | Sep 2011 to Present | As the Director of Financial Consulting and Business Development, Jonathan manages all aspects of business development and new client service for Telos Capital Management, Inc. In his role as a member... |
| RNC Genter Capital Management | First Vice President | Apr 1999 to Aug 2011 | Mr. Fairchild was with RNC Genter from 1999 through 2011 as a First Vice President serving affluent investors with investment strategy advice. |
Education
University of California, Los Angeles
Certification in Personal Financial Planning, Personal Financial Planning
University of Iowa - Henry B. Tippie College of Business
Bachelor's of Administration in Finance, Financial Analysis
Skills & Expertise
Others at Telos Capital Management, Inc. (4)
| Name | Role | Location |
|---|---|---|
A Andy Weld | Portfolio Manager | San Diego, CA , United States |
B Bruce Sherman | Senior Vice President, Portfolio Management | La Mesa, CA , United States |
 | Senior Vice President, Financial Advisor | Ventura, CA , United States |
 | Vice President, Financial Advisor, Retirement Planner | San Diego, CA , United States |