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Biography

Jonathan is a Wealth Advisor in the Boston office. He is a member of the Wealth Management team, providing high net worth individuals and families with comprehensive financial planning and investment management.

Prior to joining Cerity Partners, Jonathan served as a Senior Consultant at Commonwealth Financial Network, where he advised financial advisors and firms across the country on practice management, with a focus on succession planning and M&A. Prior to that, he was an Associate Client Advisor at Daintree Advisors.

In his spare time, Jonathan cherishes time with his wife and young daughters. He also enjoys playing golf, gardening, and working on house projects.

Learn more about my practice.

Education

  • B.S. in Business Administration from the University of New Hampshire
  • M.S. in Financial Planning from Bentley University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: May 2026 Economic and Market Outlook

May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also…

Cerity Partners Named to USA TODAY’s Best Financial Advisory Firms List for 2026

May 5, 2026 - Cerity Partners has been named to USA TODAY’s Best Financial Advisory Firms list for 2026, developed with Statista—recognizing leading RIAs nationwide based on independent recommendations…

Cerity Partners Makes First Major Sports Investment as Title Sponsor of 2026 Hall of Fame Open

April 30, 2026 - Cerity Partners, a leading independent wealth management firm, today announced a multi-year partnership with the International Tennis Hall of Fame, becoming title sponsor of the…

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