Top 20 Under 40 - Jonathan Bloomberg

Published: January 25th 2011
in Culture » Society

Jonathan Bloomberg

Shalom Life is proud to introduce our inaugural ”Top 20 Under 40” list. This list encompasses 20 individuals of diverse occupations and backgrounds; from businessmen and businesswomen and innovative entrepreneurs, to philanthropists, entertainers, doctors and more, the inaugural list places a spotlight on the myriad of talented, creative and passionate Jews, all under 40, who call Toronto home. Each day we'll introduce a new profile. We hope you enjoy the list and look forward to expanding it to other cities in the coming year. 


Jonathan Bloomberg



Jonathan Bloomberg, 36, the co-founder of BloombergSen- an independent partner-owned investment counseling firm - knew from a very young age that he was destined to work in the financial world. After all, it was in his DNA.


“I grew up with a father in the investment industry, so really, that environment was always all around me, and I loved it,” says Bloomberg. “Instead of talking about baseball, we talked about stocks. I’ve known what I wanted to do since I was 13.”


Before launching BloombergSen in December 2007,  Bloomberg worked in the investment department of Burgundy Asset Management; first as an analyst and later as Vice President. Jonathan received an MBA from The Wharton School of Business with a focus in Finance and Entrepreneurial Management. Prior to obtaining his MBA, he earned an undergraduate degree in Economics from Tufts University.


Before working at Burgundy, Bloomberg worked primarily in New York.


“I worked in New York for a major investment bank and a boutique private equity firm,” he explains. “In investment banking I learned that working 100 hours a week was necessary just to compete. In private equity, I learned how to value a business. I came back to Canada after almost 10 years in the U.S. (because my family is here and it’s where I wanted to spend my life. Toronto is an amazing city, and the quality of life is unbeatable. Do I prefer Canada to the US? What I can say is that when you are in your twenties, if you can manage it, I would recommend living and competing in NYC, it’s an incredible life-experience. However, when you are ready to settle down, I can’t think of a better city than Toronto.”


Bloomberg decided to start his own firm because he wanted control of his own destiny. He also believed it was important to build a foundation that he could use to invest his own capital and that of his friends and family. After all, according to Bloomberg, the best part of his job is the feeling he gets when a client does well with his firm.


“Entrepreneurship comes with higher highs, and lower lows,” he says. “When you are employed by someone else, your successes and failures don’t accrue to you in the same way.”So, any good advice you’d like to share with the readers of Shalom Life, Mr. Bloomberg?


“Absolutely,” he responds. “I’ve always been a saver. Even when my income barely covered my living expenses, I saved. The money I saved I put into the stock market, into businesses that I understood. I would recommend the same for others. Before you buy a stock however, read ‘The ‘Warren Buffett Way’ by Robert Hagstrom, and Ben Graham’s ‘The Intelligent Investor.’ “


And, knowing Jonathan Bloomberg, that’s advice you can take to the bank!

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