J.P. Pontbriand

CFA®, Portfolio Manager

At Salem Five Financial

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 Financial

Throughout the ensuing 20+ years, he has worked in the investment field, including institutional investment management, investment banking, corporate finance, and wealth management.

Education

University of New Hampshire - BS in Business Administration, 1987

Credentials

CFA© Charterholder

Personal

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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