Client Advisory

Biography

Jonathan is an Associate in the New York office, where he supports Jennette Brilliant and her team with daily operations and client interactions.

Prior to joining Cerity Partners, Jonathan served as a Client Service Associate at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, he worked as a Client Associate within the expert network industry, servicing some of the largest hedge funds with one-on-one calls related to niche investment topics in the emerging markets.

Education

  • B.S. in Business Management with a concentration in Operations Management from City University of New York’s Baruch College

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