R. Jonathan Stolz CFA
Jonathan joined West Financial Services in October 2018 as a portfolio manager. In 2023, he was promoted to senior portfolio manager and is responsible for investment management, portfolio construction, review, and analysis for clients. He has over 20 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 Manager* (2022-2024).
Jonathan lives in Arlington, Virginia, with his wife and five children and enjoys travel, sports, and being a chauffeur for all of his children.
Professional Affiliations and Memberships
Member of National and Washington, D.C., Chapters of the CFA Institute and Washington Association of Money Managers.
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