An Interview with Jonnathan De Jesus, CFA

In Episode 30, Pat and Doug sit down with Jonnathan DeJesus, SVP and Head of Operations at Members Trust Company. With over a decade at Members Trust, Jonnathan has played a key role in shaping the firm’s operational strategy and building a robust data ecosystem that enhances visibility and drives efficiency across portfolios. He discusses his professional journey and the transition into his new leadership role, reflecting on the lessons learned along the way. At PMAR 2025, Jonnathan was part of a panel on “AI Use Cases and Benefits for Performance Teams,” and he gives us a recap of the discussion and offers his take on how AI might impact the performance industry. In 2020, Jonnathan received the Dietz Award Honorable Mention for his article, “Python in the Performance Team.” He shares the inspiration behind the piece, how it evolved from a PMAR presentation, and offers insights into his writing and research process. In the lightning round, Jonnathan reveals the superpower he’d choose, a memorable travel experience, and the advice he’d give to his 18-year-old self.