Client Advisory

Biography

Jonathan is a Partner in the Orange County office.

Jonathan has over 20 years of experience in the financial industry, specializing in investment management and helping clients achieve their financial goals. He is committed to providing clear, personalized guidance, answering clients’ financial questions, and developing strategies tailored to their unique needs and objectives.

Prior to joining Cerity Partners, Jonathan served as a Manager Director for First Foundation Advisors and was Financial Advisor at RGT Capital Management. He also was an Associate Advisor with Smith Barney and UBS.

Education

  • B.A. in Finance (with an emphasis in investments and financial planning) from Cal State Fullerton, Mihaylo School of Business

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