Jonathan Jenkins

Director/Board Member at

Sterling Capital Management LLC

Finance

Consumer Services

Profile

Jonathan Jenkins is currently Director & Equity Analyst at Sterling Capital Management LLC since 2025.
Formerly, Mr. Jenkins was Equity Research Associate Director at Oppenheimer & Co., Inc. (Broker) from 2022 to 2025, Equity Research Associate at Janney Montgomery Scott LLC from 2019 to 2022, and Investment Analyst at Portin Hoffmann Financial Group, Inc. from 2015 to 2019.
Mr. Jenkins completed an undergraduate degree at the University of Saint Joseph in 2015.

Jonathan Jenkins active positions

Companies	Position	Start
Sterling Capital Management LLC Sterling Capital Management LLC Investment ManagersFinance SCM is an objectives-based investment manager that aims to generate strong risk-adjusted returns through their customized and mutual fund-managed investments that cover a range of strategic asset categories. The firm includes environmental, social and governance (ESG) considerations in their investment process across some equity and fixed income strategies.	Director/Board Member	01/07/2025

All active positions of Jonathan Jenkins

Former positions of Jonathan Jenkins

Companies	Position	End
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/06/2025
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/04/2022
Portin Hoffmann Financial Group, Inc. Portin Hoffmann Financial Group, Inc. Finance/Rental/LeasingFinance The private company is based in Horsham, PA. The company manages over $100 billion in assets with a network of approximately 165 offices nationwide. It uses a team-based, fiduciary approach called the Roundtable™ model to deliver personalized, plan-led financial strategies tailored to clients’ values, goals, tax situations, and risk profiles. Wealth Enhancement Group provides comprehensive services in financial planning, investment management, tax strategies, estate planning, retirement income planning, and risk management including insurance consulting. Additional specialized services include trust administration, business owner consulting for growth and exit planning, employee benefits program design, and tax preparation. The firm’s investment philosophy, plan-led investing™, integrates tax-smart asset allocation, active portfolio management, and ongoing stewardship to align investments with clients’ broader financial objectives. Clients are supported with educational resources such as blogs, webinars, newsletters, and advisory meetings. Portin Hoffmann Financial Group, Inc., operating under the brand Wealth Enhancement Group, is an independent wealth management firm founded in 1997.	Corporate Officer/Principal	01/08/2019

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Linked companies

Private companies	5
Sterling Capital Management LLC Sterling Capital Management LLC Investment ManagersFinance SCM is an objectives-based investment manager that aims to generate strong risk-adjusted returns through their customized and mutual fund-managed investments that cover a range of strategic asset categories. The firm includes environmental, social and governance (ESG) considerations in their investment process across some equity and fixed income strategies.	Finance
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Saint Joseph University of Saint Joseph Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Portin Hoffmann Financial Group, Inc. Portin Hoffmann Financial Group, Inc. Finance/Rental/LeasingFinance The private company is based in Horsham, PA. The company manages over $100 billion in assets with a network of approximately 165 offices nationwide. It uses a team-based, fiduciary approach called the Roundtable™ model to deliver personalized, plan-led financial strategies tailored to clients’ values, goals, tax situations, and risk profiles. Wealth Enhancement Group provides comprehensive services in financial planning, investment management, tax strategies, estate planning, retirement income planning, and risk management including insurance consulting. Additional specialized services include trust administration, business owner consulting for growth and exit planning, employee benefits program design, and tax preparation. The firm’s investment philosophy, plan-led investing™, integrates tax-smart asset allocation, active portfolio management, and ongoing stewardship to align investments with clients’ broader financial objectives. Clients are supported with educational resources such as blogs, webinars, newsletters, and advisory meetings. Portin Hoffmann Financial Group, Inc., operating under the brand Wealth Enhancement Group, is an independent wealth management firm founded in 1997.	Finance