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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.

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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