Jonathan Grupp, Cfa, Asa
About Jonathan Grupp, Cfa, Asa
Jonathan Grupp is a Senior Technical Valuation Manager at Carta, where he has worked since 2022. He holds a Bachelor of Science in Finance/Economics from Colorado State University and is a CFA Charterholder and Accredited Senior Appraiser.
Work at Carta
Jonathan Grupp has been serving as the Senior Technical Valuation Manager at Carta since 2022. In this role, he is responsible for overseeing technical valuation processes and ensuring compliance with industry standards. His position is based in Fort Collins, Colorado, where he contributes to Carta's mission of providing innovative equity management solutions.
Education and Expertise
Jonathan Grupp completed his Bachelor of Science in Finance and Economics at Colorado State University from 1998 to 2002. He further enhanced his expertise by obtaining the CFA Charterholder designation from the CFA Institute, demonstrating his proficiency in financial analysis and investment management. Additionally, he achieved the Accredited Senior Appraiser designation from the American Society of Appraisers, specializing in business valuation.
Background
Before joining Carta, Jonathan Grupp held various positions in the financial sector. He worked as a Senior Financial Analyst at Quist Valuation from 2006 to 2009. Following this role, he spent 13 years at Plante Moran and EKS&H, where he served as a Senior Manager and Transaction Services Senior Manager, respectively, from 2009 to 2022. His extensive experience in valuation and financial analysis has shaped his current role.
Professional Experience
Jonathan Grupp's professional journey includes significant roles in valuation and financial analysis. At Quist Valuation, he honed his skills as a Senior Financial Analyst. His tenure at Plante Moran and EKS&H allowed him to develop expertise in transaction services and management, where he served as a Senior Manager for 13 years. This diverse experience contributes to his current responsibilities at Carta.