R. Jonathan Stolz, CFA® Portfolio Manager West Financial Services

R. Jonathan Stolz, CFA®

Portfolio Manager

Jonathan received a BA in Economics from Providence College and an MBA with a concentration in Finance and Strategy from Carnegie Mellon University – Tepper School of Business. Jonathan has over 15 years of experience in the financial industry and is a CFA charterholder. He joined West Financial Services in October 2018.

He lives with his family in Arlington, VA and enjoys international travel and scuba diving. 

Professional Affiliations/Memberships
Member of National and Washington, D.C. Chapters of the CFA Institute