Jonathan Kozy

Jonathan Kozy is Senior Vice President, Macro and Tactical Asset Allocation at Jordan Park Group in New York, NY, where he leads macroeconomic strategy and tactical investment decisions for private clients and institutional portfolios. He is responsible for developing investment outlooks, guiding risk management, and constructing multi-asset portfolios by analyzing global economic trends and market cycles.

His investment focus spans multiple asset classes, including equities, fixed income, alternatives, and global macro strategies, with an emphasis on portfolio construction for high-net-worth individuals, families, and foundations. In this capacity, he integrates top-down macroeconomic research with tactical asset allocation to enhance returns and manage downside risk.

Jonathan holds a Master of Arts in International Relations and National Security Studies from Syracuse University's Maxwell School and an MBA in Economics from NYU Stern School of Business, as well as a Bachelor of Arts in Economics from Colgate University. His background uniquely positions him to assess geopolitical risks and macroeconomic developments, contributing to innovative investment solutions and risk frameworks in the wealth management and family office sector.