Location Charlotte, North Carolina, United States Regions East Coast, Southern US
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Jonathan is a compassionate leader and strategic thinker with a proven track record of contributing to enterprise growth through insightful analysis of business operations, business development strategies, and delivery of optimized and efficient plans to clients and organizations.
With over 25 years of experience, Jonathan has gained a deep
understanding of the complexities surrounding art businesses, financial services organizations and personal wealth. His experience comprises investment management, portfolio construction, fiduciary services, credit strategies, retirement benefits and planning, insurance strategies (life, health and P&C), intergenerational wealth transfer, and businesses succession. Experience as an advisor, educator and thought leader enables him to bring clarity to clients and professional partners alike, empowering those with whom he works to create positive change and momentum in their personal goals, financial plans and professional endeavors.
