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Biography

Jonathan is an Associate at the New York – Park Avenue office. He collaborates closely with advisors in the firm’s Investment Advisory Practice, delivering holistic wealth planning for ultra-high-net-worth individuals, families, and nonprofit organizations.

Prior to joining Cerity Partners, Jonathan worked as a Summer Analyst at the Poppo Group under the UBS Private Global Wealth Management Division. During his time there he conducted market, equity, and commodity research for the team.

Learn more about my practice.

Education

  • Graduated Summa Cum Laude from The University at Albany, SUNY
  • B.S. in Business Administration, with a concentration in the Financial Analyst Honors Program

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