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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.

Learn more about Cerity Partners Family Office.

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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Principal & Client Experience Director

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.