Jonathan Tolub

Jonathan Tolub is a founding partner at Trellia Wealth Partners, formed from the merger of InvestSense (which he co-founded in 2014) with Betashares Managed Accounts. As a portfolio manager, he works with financial advisers to design and manage multi-asset investment portfolios. He has more than 25 years’ experience in financial services in New York and Sydney and holds a Bachelor of Science degree, majoring in finance, from Yeshiva University in New York. Prior to co-founding InvestSense, he was a senior asset consultant at van Eyk Research, where he provided financial advisers with asset allocation and manager selection advice. He was previously a vice-president at Lyxor, a specialist asset management group in New York, of trading in New York with investment banks such as Societe Generale and Dresdner Bank.