Jonathan Wellum
How Christians Navigate The Investment World
Jonathan Wellum is the CEO of Rocklinc Investment Partners, an independent investment management firm focused on building portfolios of high-quality assets. Jonathan brings has an MBA from McMaster, a Master of Arts in Theology and Philosophy, and CFA credentials with decades of practical experience in finance.
In this episode, we discuss:
How Christian values shape his approach to investing
How Christians can navigate the financial world - The role of REITs, ETFs, and alternative investments
Advice for Christian parents and business owners who want to build wealth while prioritizing family and purpose
His thoughts on secularization and culture shifts
Check out Rocklinc Investment Partners
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