Jonathan A. Dudzinski, CFA®

Portfolio Manager

Chartered Financial Analyst® (CFA)
Series 7 and 63

  • Bachelors of Business Administration in Accounting and Finance from the University of Wisconsin Oshkosh (Summa Cum Laude)
  • Chancellor’s Award for Excellence Recipient.
  • Jon was the lead author on “Ben Graham’s Net Current Asset Value Strategy” in the Journal of Investing.

July 2019
7 years of previous industry experience.


Portfolio Management: Jon manages the John Adams Global (JAG) Strategy which is based upon the methodology his published research paper investigates.

Investment Research:
As a specialist in fundamental and competitive analysis, he also assists with general investment research.

Get to Know Me

In his spare time, Jon is a beekeeper. In fact, this odd hobby morphed into a full-fledged business with a line of beeswax-based lip balm carried in Whole Foods and retailers across the country.

As a bone marrow donor, Jon founded the UW Oshkosh chapter of Be the Match. His chapter has been responsible for over 100 life-saving bone marrow donations. He also sits on over half a dozen non-profit boards of directors.

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