Jonathan has 21 years of experience in investment management and has been recognized as one of the country’s top Private Wealth Management advisors since 2006.1 Jonathan leads the team’s strategic and tactical asset allocation framework and runs all discretionary portfolios. Jonathan received a B.A. in Economics from the University of Pennsylvania and an M.B.A. from U.C. Berkeley. Jonathan lives in Orinda with his wife, Alyssa, and three children.
1. Source: Barron’s Top 100 Advisors 2006, 2007, 2008, 2009. Barron’s Top 1,000 Financial Advisors 2010, 2011, 2012, 2013, 2014, 2015.
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures