Grow your business. Grow your people.

With over 30 years of experience at the top levels of the financial industry, Kate Jonas has driven growth and innovation at world-renowned firms including BlackRock, Morgan Stanley and Nuveen. Now, she brings her extensive expertise to help asset managers maximize their potential through tailored, short-term consulting services.

Kate is a seasoned distribution leader who has built a stellar reputation for her deep understanding of asset classes, investment strategies, channels, products, and vehicles. She has consistently demonstrated excellence in:

  • People-Centric Leadership: Prioritizing relationships with employees, prospects, clients, and vendors

  • Enterprise Mindset: Developing a strategic vision and direction for businesses

  • World-Class Execution: Implementing initiatives and overseeing sales P&L

  • Team Building: Hiring and cultivating top-tier talent

  • Market-Informed Product Design: Crafting solutions based on industry insights and positioning

You will benefit from Kate’s comprehensive asset class fluency, accumulated over decades of experience across diverse firms:

  • Index Construction and Management

  • Emerging Equity and Debt

  • Fixed Income (Public, Private, ALM Solutions)

  • Asset Allocation Solutions (Balanced Funds, Target Date Funds, Lifetime Income Solutions)

  • Equity (Public, Active, Passive)

  • Alternatives (Real Estate, Private Equity, Infrastructure, Real Assets)

Kate Jonas Group caters to a wide range of channels, including Global Consultants, Insurance, Corporate (DB and DC), E&F, Taft Hartley, Public, and Retail/Wealth. She also possesses in-depth vehicle expertise, covering Commingled Funds, Mutual Funds, ETFs, and SMAs.