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Jonathan Fischer

Jonathan Fischer

Investment Analyst at Dimension Capital Management LLC

Miami, FL , United States

About

Jonathan Fischer is Vice President, Investments at Dimension Capital Management LLC in Miami, FL, where he is responsible for sourcing, evaluating, and recommending investment opportunities to the Chief Investment Officer and the Investment Committee. His work focuses primarily on alternative investments, including private equity, venture capital, private credit, and real estate, supporting ultra-high net worth clients across the US and abroad.

Prior to joining Dimension Capital Management in 2016, Jonathan served as Director of Investments at Forrestal Capital, a single family office, where he oversaw portfolio analysis, asset allocation, manager selection, and investment due diligence. He also gained significant international wealth management experience at Merrill Lynch, delivering advisory services to high net worth families and institutional clients in both domestic and Latin American markets.

Jonathan holds a Bachelor of Science degree in Business Administration with a specialization in Finance from the University of Florida’s Warrington College of Business. He is recognized for his expertise in asset allocation and private market manager research, and he contributes to the industry by serving on the board of the Hebrew Free Loan Association in Miami.

Career History

OrganizationRoleDate RangeDetails
Dimension Capital ManagementInvestment AnalystOct 2016 to Present
Forrestal CapitalDirector- InvestmentsJan 2005 to Oct 2016
Merrill LynchWealth ManagementJan 2003 to Jan 2004
Morgan StanleyWealth ManagementJan 1996 to Jan 2002
Merrill LynchWealth ManagementJan 1993 to Jan 1996

Education

University of Florida - Warrington College of Business

1988 1992

Skills & Expertise

Wealth Management
Investments
Valuation
Wealth Preservation Strategies
Wealth Management Services
Portfolio Management
Asset Allocation
Fixed Income
Retirement Plan
Finance
Private Equity

Others at Dimension Capital Management LLC (4)

NameRoleLocation
Alexander Vanderbilt
Alexander Vanderbilt
Investment AnalystMiami, FL , United States
J
Julie Codina
Investment AnalystMiami, FL , United States
Miguel Fernando Duenas
Miguel Fernando Duenas
Managing PartnerMiami, FL , United States
M
Miguel G.
Investment AnalystMiami, FL , United States

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