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Hochberg, Jonathan 248 5x7

A team approach

Our people collaborate to deliver highly personalized service to you.

Jonathan Gulman
Jonathan Gulman
CPA
Wealth Advisor
Michael Pappachristou
Michael Pappachristou
CFP®
Wealth Advisor
Lawrence Pembroke
Lawrence Pembroke
Client Relationship Specialist
Michelle Tacconelli
Michelle Tacconelli
Client Relationship Specialist

Jonathan J. Hochberg

MBA
Partner and Wealth Advisor

Jonathan is part of the senior leadership team at RegentAtlantic and serves on the Firm’s Board of Managers. He brings over 25 years’ worth of experience advising affluent individuals and families.  With an integrated approach to investments, planning including tax, estate planning, insurance and philanthropy, Jonathan works with his clients towards achieving their goals. Additionally, as a certified 21/64 Advisor in multi-generational family planning and philanthropy, Jonathan works with families to define their values and achieve their philanthropic mission as part of their overall wealth planning.  

Jonathan was previously President of Hillview Capital Advisors where he was instrumental in the combining of the firm with RegentAtlantic in 2019. Prior to Hillview, Jonathan was Managing Director of M.D. Sass Investors Services, Inc.  He was previously Managing Director of the Private Equity Group at CIBC World Markets Corp. 

Jonathan is a member of the Board of Trustees and serves as Chairman of the Investment Committee of The New Jewish Home. He is a member of the Board of Directors of the Jewish Institute for National Security Affairs (JINSA) and the Federal Enforcement Homeland Security Foundation. He serves on the Board of Advisors of the George Washington University School of Business and Fuel for Truth. He is a member of U.J.A. Federation’s Investment Advisors Division.

Jonathan holds an MBA in Finance from The Leonard N. Stern School of Business at New York University and a BBA in Accounting from The George Washington University. He spends his free time first and foremost with his family and enjoying golf, skiing and fly-fishing.

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