Jonathan Birtwell

Portfolio Manager & Partner
Agile Investment Management

As Portfolio Manager, Mr. Birtwell plays a pivotal role in shaping the firm’s investment strategies, managing risk, and driving superior returns for clients. Leveraging his extensive experience in macroeconomic research, risk analysis, and portfolio management, he is specifically responsible for developing Agile’s asset allocation, risk management framework, and portfolio execution strategies.


Mr. Birtwell joined Agile Investment Management in 2024 and serves on the firm’s Risk Committee and Investment Policy Committee.


Previously, Mr. Birtwell led PanAgora’s Trading, Implementation, and Portfolio Strategy Teams, overseeing the systematic construction, execution, and risk management of the firm’s investment strategies. He was also a member of PanAgora’s Directors, Trading Investment Practices Committee (TIPC), and Operational Risk and Valuation Committees. Earlier in his career, he was a Portfolio Manager at Natixis and Rafferty Asset Management.


Mr. Birtwell holds an MBA from the Fletcher School of Law and Diplomacy at Tufts University and a B.S. from Nichols College. Additionally, Mr. Birtwell is a Chartered Financial Analyst (CFA) charterholder. He has lectured extensively on quantitative portfolio management techniques to both graduate and undergraduate students at Tufts University, Nichols College, and MIT.


He serves on the Board of Trustees of his alma mater, Nichols College, and is a member of the Boston Economic Club and the Boston Committee on Foreign Relations.

Jonathan's Philosophy

"Spending the majority of my career building and maintaining sophisticated quantitative investment processes has taught me about the importance of simplicity and how important it is to the simple stuff really well."