Chief Operating Officer at KULA Investments, LLC
Jonathan Yaffe received his BBA in Accounting from the University of Wisconsin, Madison in 2003. Post graduation, Jonathan became a public auditor in Financial Services for Deloitte until 2009, specializing in insurance and investment management industries. He went on to work for Coe Capital Management/Intrinsic Edge until 2019, growing assets under management significantly by executing on the sales and marketing program from prospecting to funding. He is now a Certified Public Accountant and Chartered Alternative Investment Analyst, working currently for Kula Investments, LLC. Jonathan started here as the first employee for a start-up, systematic hedge fund. He has built out the company’s infrastructure from scratch and oversees their operations and data engineering.
As a dedicated Lambda Chapter alumnus, Jonathan serves as Controller for the Building Corporation Board and has managed the accounting and tax filings since 2007, saving the chapter from having to recruit a third-party firm. He assisted in helping to create the COVID protocols for the house and has worked with Eric Lanning on numerous projects throughout the years. Brother Yaffe has served as Financial Secretary on the Board of Directors for North Shore Congregation Beth El and also as Treasurer for the same organization’s Endowment Board. He also was Treasurer for the Solomon Schechter Day School PO Board. Jonathan now lives with his wife and two children in Illinois.