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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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Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

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Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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.