Jonathan joined West Financial Services in October 2018 as a portfolio manager and is responsible for investment management, portfolio construction, review, and analysis for clients. He has over 17 years of professional experience in the financial industry including investments, investment banking, and portfolio management.
Jonathan graduated from Providence College with a bachelor’s degree in Economics and from Carnegie Mellon University – Tepper School of Business with an MBA in Finance. He holds the Chartered Financial Analyst (CFA) designation and was recognized by Five Star Professional as a Five Star Wealth Manager1 (2022).
Jonathan lives in Arlington, Virginia, with his wife and five children and enjoys travel, sports, and being a chauffeur for all of his children.
1Five Star Professional: Five Star Wealth Managers
The Five Star Professional award program, managed by fivestarprofessional.com, conducts market-specific research throughout the U.S. and Canada to select reputable, specialized, and honest service professionals. Required eligibility criteria: (1) Credentialed as an investment advisory representative or a registered investment advisor (2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years (3) Favorable regulatory and compliant history review (4) Fulfilled their firm review based on internal firm standards (5) Accepting new clients. Considered eligibility criteria: (1) One-year client retention rate (2) Five-year client retention rate (3) Non-institutional discretionary and/or non-discretionary client assets administered (4) Number of client households served (5) Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.