Jonatán is an Associate in the Boston office and is a member of the firm’s Wealth Management practice. He is responsible for working with individuals and families to help them understand, implement, and achieve their financial goals.
Before joining Cerity Partners, Jonatán was a Client Service & Community Engagement Associate at Daintree Advisors. He is passionate about education and economic development with a driving desire to develop strategic partnerships that empower individuals, families, and small business owners through education, financial literacy, and social services.
Prior to joining Daintree, Jonatán worked as a fundraising professional for the MIT Sloan School of Management in Cambridge. During his tenure, he worked with many domestic and international alumni donors helping facilitate their professional, philanthropic, and volunteer engagement with the Institute according to their interests and values.
Jonatán was born and raised in the Dominican Republic, moved to the U.S. in 2006 and now considers Boston home. He holds an MDiv. from Gordon-Conwell Theological Seminary, and a Professional Graduate Certificate in Strategic Management from Harvard University. He is working towards obtaining the CERTIFIED FINANCIAL PLANNER™ certification.
Jonatán is actively involved at his local church where he teaches basic financial literacy courses to immigrant families. He enjoys helping low-income individuals learn how to better manage their finances, reduce unnecessary expenses through budgeting and cash flow planning, and prioritize reducing debt. He enjoys traveling, eating new foods, spending time with friends, and learning about other cultures and traditions.
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