CFA®, Portfolio Manager
Connect with J.P. Pontbriand
CFA®, Portfolio Manager
At Salem Five Investment Services
J.P. joined Salem Five Investment Services in 2006. As one of the firm’s senior advisors, he manages investment portfolios and provides related advisory services for both institutional and individual clients. J.P. is a CFA Charterholder; the CFA© (Chartered Financial Analyst©) is considered by many to be the definitive standard of measuring portfolio management and investment analysis competence and integrity. The CFA charter requirements include a three-year program of study and testing, which J.P. completed in 1993, and ongoing demonstration of continuing education and ethical business practice.
Before Joining Salem Five Investment Services
Throughout the ensuing 20+ years, he has worked in the investment field, including institutional investment management, investment banking, corporate finance, and wealth management.
University of New Hampshire - BS in Business Administration, 1987
J.P. lives in Hampton Falls, New Hampshire with his wife and their five children. He and his family are active members in their church. J.P. enjoys working with and serving community organizations. He is a member of the Hampton Rotary, and volunteers with the Boy Scouts of America and several other community organizations.
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