Jonathan Shiffer
Chief Investment Officer and Head of Investment Strategy
Jonathan Shiffer is Chief Investment Officer and Head of Investment Strategy at SagePoint Capital Partners, where he oversees firm-wide investment philosophy, portfolio construction, risk management, and multi-asset strategy across public and private markets. With nearly three decades of experience, Jonathan brings a disciplined, institutional approach to capital allocation designed to perform across market cycles.
Prior to joining SagePoint Capital Partners, Jonathan founded Journey Capital Advisors, where he served as Chief Executive Officer, Chief Investment Officer, and Managing Partner. In that role, he led equity and multi-asset portfolio management for both direct investment strategies and asset allocation mandates.
Earlier in his career, Jonathan served as VP Head of Portfolio Management and Portfolio Manager at Jackson National and Curian Capital, a national insurance company and a third-party asset management platform with more than $21 billion in assets. He supervised portfolio management, research, and trading teams and served on the investment committee with responsibility for security selection, portfolio construction, and ongoing oversight across proprietary funds and fund-of-funds strategies.
Previously, Jonathan was Chief Investment Officer of a multi-billion-dollar institutional investment management firm based in Dallas. As CIO, he led the investment committee, managed flagship strategies, and oversaw investment research, quantitative analysis, and portfolio operations. Across roles, he has focused on building scalable investment platforms that balance rigor, adaptability, and risk discipline.
At SagePoint Capital Partners, Jonathan leads the development and execution of investment strategy across client portfolios, ensuring alignment between macro views, asset allocation decisions, and long-term objectives. His work spans equities, multi-asset strategies, portfolio optimization, and institutional governance, forming the foundation of the firm’s investment platform.
Jonathan holds a Bachelor of Science in Business and a Master of Business Administration from The University of Texas at Dallas, with additional doctoral-level studies.
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