Jonathan focuses on managing client relationships, portfolio construction, business development and working with multi-generational family business owners on their business succession and charitable endeavors. Jonathan also leads the team’s investment decisions related to private capital strategies.
Jonathan joined Morgan Stanley Private Wealth Management (PWM) in 2011 after six years in New York City, where he started his career in the institutional capital markets division of Bear Stearns. Immediately prior to joining the Morgan Stanley PWM team, Jonathan served as a senior manager research analyst at Titan Advisors, a $6 billion hedge fund and private capital investment management firm based now in Stamford, CT. At Titan, Jonathan was a member of the firm’s eight-person manager selection committee and performed due diligence on hundreds of emerging and established alternative investment managers during his time there.
Jonathan received his B.S. in business and economics from Lehigh University, where he graduated cum laude. He also holds the Chartered Alternative Investment Analyst designation, as well as the Certified Private Wealth Advisor (CPWA) designation, which he obtained at the University of Chicago's Booth School of Business.
Outside the office, Jonathan serves on the board of directors for Big Brothers Big Sisters of Central Iowa and on the board and investment committee for the Dowling Catholic High School Foundation.
He lives in Des Moines with his wife, Chelsea, and daughter, Sloane, and twin boys, Perry and Sutton. In his free time, Jonathan enjoys time with his family, reading, eating good food and playing tennis.
Securities Agent: AK, AZ, CA, CO, CT, DC, DE, FL, IA, IL, IN, KS, MA, ME, MI, MN, MO, NC, NE, NJ, NY, OH, OR, PA, SC, SD, TX, VT, WA, WV; General Securities Representative; Investment Advisor Representative; Managed Futures