About
Jonathan Berger is a Senior Analyst at Cartenna Capital in New York, where he is responsible for investment research, fundamental analysis, and developing actionable investment ideas to support the firm’s portfolio management processes. Berger’s work at Cartenna focuses on identifying public equity opportunities, with a particular emphasis on event-driven and fundamental value strategies across multiple sectors.
Prior to joining Cartenna Capital in January 2025, Jonathan served as an Analyst at BlackBarn Capital Partners and Suvretta Capital Management, where he enhanced his expertise in equity research and portfolio analytics. Throughout these roles, Berger built deep sector knowledge within consumer, healthcare, and technology equities, developing a reputation for rigorous due diligence and sector-specific valuation methodologies.
Berger holds a BS in Finance from Wake Forest University, providing a strong foundation in financial theory, quantitative analysis, and investment management. His professional trajectory highlights a consistent focus on alpha generation within public equities, and he is noted for his analytical rigor and contributions to sector research and investment idea generation at leading hedge funds.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cartenna Capital | Senior Analyst | Jan 2025 to Present | — |
| BlackBarn Capital Partners, LP | Analyst | Jan 2023 to Jan 2025 | — |
| Suvretta Capital Management | Analyst | Jan 2020 to Jan 2023 | — |
| Millennium Management | Analyst | Jan 2018 to Jan 2020 | — |
| ShearLink Capital | Analyst | Jan 2017 to Jan 2017 | — |
| Point72 | Analyst | Jan 2016 to Jan 2017 | — |
| Barclays Investment Bank | Investment Banking Analyst | Jun 2015 to Apr 2016 | — |
| Barclays Investment Bank | Investment Banking Summer Analyst | Jun 2014 to Aug 2014 | — |
| S.A.C Capital Advisors | Consumer Retail Summer Analyst | Jun 2013 to Aug 2013 | — |
| S.A.C. Capital Advisors | Consumer Retail Summer Analyst | Jun 2012 to Aug 2012 | — |
Education
Wake Forest University
BS, Finance, General
2011 — 2015
Others at Cartenna Capital, LP (4)
| Name | Role | Location |
|---|---|---|
N Nicholas Girardi | Research Analyst | New York, NY , United States |
| Partner | Greenwich, CT , United States | |
| Partner | New York, NY , United States | |
| Research Analyst | New Canaan, CT , United States |
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