KEVIN A. JONES, CFA

Kevin has over 36 years of experience in the industry with 31 years managing institutional and high net worth individual portfolios. Prior to forming Harmonic Investment Advisors, Kevin was the Chief Investment Officer and Chief Operating Officer for D.B. Fitzpatrick & Co, where he oversaw all investment-related functions of the $850 million of assets under management in addition to overseeing the day to day operations of the firm. Additionally, he managed the All-Cap, and Smid-Cap equity portfolios. Prior to joining D.B. Fitzpatrick & Co, Kevin was a Sr. Vice President and Sr. Portfolio Manager at ICM Asset Management where he managed the Smid-Cap Value strategy of $680 million. He managed over $400 million of mutual funds for UBS Paine Weber, JP Morgan, and Merrill Lynch. He is past President of the CFA Society of Idaho, a former member of the Finance Council of St. John’s Parish, a former member of the Board of Directors for Catholic Charities of Idaho, and sits on the Advisory Council of Boise State University’s College of Business and Economics. He has been a contributor to local and national media such as the Idaho Business Review, Bloomberg and CNBC, and a guest lecturer at Boise State University and Gonzaga University.  Kevin is active in the local community serving entities such as Big Brothers Big Sisters of Idaho and the YMCA. Kevin is a graduate of the University of California at Santa Barbara and is a CFA Charterholder.