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Jonathan Belanger, CFA

Director of Research

Jonathan Belanger serves as Director of Research with AlphaCore Capital. In this role, he is responsible for overseeing the investment decision-making process, building model portfolios and for managing the firm’s research efforts. Jonathan is chair of the firm’s investment committee and authors the firm’s monthly and quarterly commentaries.

In addition to his role as Director of Research, Jonathan is responsible for the vision as well as the initial and ongoing development of the firm’s portfolio analytics tool, factorE, developed by an affiliate, AlphaCore Technologies. FactorE’s multi-dimensional risk engine uses machine learning techniques to deconstruct portfolio risks. Prior to factorE’s development, Jonathan has performed extensive research in the realm of both macro, intra-market, and derivative factors and has presented on the subject matter to a broad audience.

Before joining AlphaCore, Jonathan spent 10 years at Commonwealth Financial Network, the country’s largest private independent broker/dealer with over $100 billion assets under management.  He held progressively senior roles within the firm’s research division and was responsible for alternative investment selection in PPS Select, Commonwealth’s model management program.

In addition to performing as a pianist in both the US and Europe, Jonathan was the lead singer, guitarist and pianist in a band, and recorded with 12-time Grammy-award winning producer, T-Bone Burnett.  He still writes and performs occasionally. Jonathan lives in Pacific Beach with his wife, Farah, and three kids: Nadia (15), Isaac (11), and Seneca (1).

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