Zach Jonson

Zach Jonson, CFA, is the Chief Investment Officer at Stack Financial Management (SFM) in Whitefish, MT, where he oversees the firm's investment strategy and leads the portfolio management team. In this capacity, he focuses on both equity and fixed income portfolio construction, applying a rigorous risk management approach centered on SFM's 'safety-first' investment philosophy. His investment responsibilities include comprehensive sector research and asset allocation with a particular emphasis on U.S. equities and large-cap stocks, as evidenced by his frequent analysis on individual companies such as Walmart.

Jonson's career spans over 15 years in the investment industry, previously serving as Senior Vice President of Investment Management and Portfolio Manager at ICON Advisers, where he managed diverse asset classes and participated in multi-sector strategies. His expertise covers sector and company-specific research as well as broader market and economic analysis, supporting high-net-worth client portfolios and institutional mandates.

He holds an MBA in Finance from the University of Denver and a BA in Economics from the University of Colorado Boulder, reflecting strong analytical and quantitative skills. As a CFA charterholder, Jonson is recognized for applying disciplined investment processes and has contributed thought leadership in media appearances and financial publications, enhancing public understanding of market risk and disciplined asset management strategies.