From Academia to Billion-Dollar Family Offices
Experience working for Nobel laureates and Forbes-listed billionaires—now serving individuals, families, and institutions seeking institutional sophistication with boutique personal attention.
Jonathan Treussard, Ph.D
Founder of Treussard Capital Management
Jonathan Treussard, Ph.D., founded Treussard Capital Management as an independent fiduciary serving individuals, families, and institutions. With over two decades of experience spanning top-tier academia, Forbes-listed family offices, and a $150 billion global asset manager, Jonathan brings institutional sophistication to boutique wealth management—helping clients navigate both financial complexity and life transitions with clarity and confidence.
He received a B.A. in Economics and International Studies from UCLA (Summa Cum Laude and College Honors).
As a Ph.D. student, Jonathan was hired by Nobel Prize winner Bob Merton to join Dr. Merton's firm Integrated Finance Limited in New York.
Jonathan has taught investment courses at several universities, including for MBAs at the MIT Sloan School of Management in Cambridge, MA.
Academic Pedigree
Jonathan holds a Ph.D. in Economics (specialized in Econometrics and Finance) from Boston University, where he was the recipient of a full Presidential Fellowship.
During the Global Financial Crisis, he was a senior member of the risk management team at Ziff Brothers Investments, where his efforts helped mitigate potential losses and protect assets during one of the most significant financial crises in recent history.
At Research Affiliates, a $150 billion quantitative global asset manager, Jonathan served as Partner and Head of Product, driving the firm's product strategy across all asset classes globally. His contributions included co-authoring the firm's Investment Beliefs, which provided a framework for strategic decision-making across the organization.
Billion-Dollar Experience
Jonathan's career includes leadership roles at elite investment organizations in New York City and California.
Thought Leadership
Jonathan is a thought leader in the field of investing, building on an academic research track record dating back to his analysis of financial bubbles with Earl A. Thompson at UCLA in the aftermath of the Tech Bubble.
He has authored numerous articles and interfaced with global media, sharing insights on behavioral finance, risk management, and purpose-driven wealth management.
His research and writing bring institutional-level thinking to individual investors— translating complex financial concepts into actionable strategies for real portfolios and real lives.
Jonathan's Career at a Glance
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BOSTON UNIVERSITY, Boston, Ph.D., Economics (Finance), 2008, Presidential Fellowship
UCLA, Los Angeles, B.A., Economics and International Studies, 2003, Summa Cum Laude
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TREUSSARD CAPITAL MANAGEMENT, Newport Beach, Founder, 2023-Present
IRVINE COMPANY, Newport Beach, Senior Vice President, Investment Division, 2021-2023
RESEARCH AFFILIATES, Newport Beach, Partner and Head of Product, 2014-2021
ZIFF BROTHERS INVESTMENTS, New York, Senior Associate, 2008-2014
INTEGRATED FINANCE, New York, Associate, 2006
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UNIVERSITY OF CALIFORNIA, IRVINE, Irvine, CA, MBA and MFin, Finance 2025
CHAPMAN UNIVERSITY, Orange, CA, MBA, Finance, 2016
MIT SLOAN SCHOOL OF MANAGEMENT, Cambridge, MA, MBA, Investments, 2008
BU SCHOOL OF MANAGEMENT, Boston, MA, Undergraduate Investments, 2007-2008
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WISE (Women Investing in Security and Education), Director, 2024-ongoing
TEMPLE BAT YAHM, Newport Beach, Finance Committee, 2023-ongoing
TEMPLE BAT YAHM, Newport Beach, JCAL Parent Taskforce Chair, 2022-2023
Your Path to Regaining Control Over Your Own Wealth
Treussard Capital Management is dedicated to helping you regain understanding, agency, and control over your financial assets. You deserve to be treated as a valued client, not just another product. Schedule your complimentary strategic session today and take the first step towards leveraging an experienced partner to build a lasting legacy.
Katrina Sherrerd, Ph.D. - Advisor to TCM
Katrina Sherrerd was named as one of Pensions & Investments’ Influential Women in Institutional Investing honorees for 2024 - Congratulations & Well Deserved!
Katrina F. Sherrerd serves as an advisor to Treussard Capital Management, contributing decades of experience managing firms in the investment industry. She is also Vice Chair and member of the Board for Research Affiliates, where she and Jonathan Treussard worked closely for years on critical aspects of firm strategy and business management during her tenure as President and CEO of Research Affiliates. In 2024, she was named as one of Pensions and Investments’ Influential Women in Institutional Investing honorees.
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Throughout her professional career, Katy has worked to further continuous education among investment professionals and stronger financial literacy among investors. In addition to her education efforts, she is an advocate for the benefits of a trust-based and inclusive cultures. In 2020 and 2021, Katy was named by Barron's as one of the 100 Most Influential Women in US Finance.
Prior to joining Research Affiliates, she spent 19 years in various roles at CFA Institute, the largest global association of investment professionals. As part of the CFA Institute leadership team, she led the research and education effort, including oversight of the Financial Analysts Journal, conferences, and the Research Foundation, where she served as the executive director and member of the board of trustees of the CFA Institute Research Foundation. She also worked with various CFA Institute Board Committees, including the Planning Committee and coordination of the strategic planning activity.
Katy also serves on the boards of Rayliant Global Advisors and the Shipley School, where she is Chair of the Investment Committee; is involved with Women Investing in Security & Education (WISE); is a guest lecturer at both the Darden School and the McIntire School of Commerce at the University of Virginia; and serves as a mentor to others interested in financial literacy, the importance of culture, and career management.
Katy received her BS in finance from the University of Virginia’s McIntire School, an MS from the Massachusetts Institute of Technology, and a PhD in finance from the Darden School at the University of Virginia. She holds the Chartered Financial Analyst® designation and is a member of CFA Institute.
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