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Biography

Jonathan is a Senior Principal in the Virginia office.

Prior to joining Cerity Partners, Jon served as a Fixed Income Portfolio Manager at Palladium Partners LLC. At Palladium Partners LLC he co-managed the firm’s asset allocation strategy and served on the firm’s Investment Committee. His investment career spans over 20 years of which 10 years were spent with a large broker/dealer. Previous roles included Portfolio Strategy, Fixed Income Analysis, and Equity Research.

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Education

  • B.A. in History from Virginia Commonwealth University
  • MBA from the College of William and Mary

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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.