Jonathan is a Partner in the Virginia office.
Prior to joining Cerity Partners, Jonathan served as a Principal and Equity Portfolio Manager at Palladium Partners LLC. His functions included investment selection, asset allocation and trading. Prior to Palladium Partners LLC he worked nine years in financial analysis capacities at Fortune 500 companies. Additionally, he spent six years at the corporate headquarters of Dollar Tree Stores.
Jonathan received his Bachelor of Business Administration in finance from James Madison University. He holds the Chartered Financial Analyst (CFA) designation.
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