FactSet Insight

Jonas Svallin is Senior Vice President and Senior Director at FactSet, where he leads the buyside research strategy and oversees the fundamental and quantitative product and research teams. Prior to joining FactSet in 2021, Jonas spent almost 10 years as a managing director and head of active equities at Charles Schwab Investment Management, where he was responsible for active equity products and led the active equity portfolio management and research team. Prior to that, he was a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, a principal and head portfolio manager at Algert Global, a quantitative research associate at RCM Capital Management, and a senior consultant at FactSet. Jonas earned a Master of Arts in International Economics and Finance from Brandeis University and a Bachelor of Science in Finance from Western New England University. He is a CFA® Charterholder and a member of the CFA Society of San Francisco.