Jonathan is in our New York office and is responsible for advising clients on portfolio construction and asset allocation, as well as integrating investment, tax, estate, and cash flow planning into their wealth management plan. He co-chairs the Firm’s Financial Planning Committee and is responsible for informing the Firm on best practices in the areas of tax and estate, among other financial planning areas.
Jonathan joined RegentAtlantic as part of the combination with Hillview Capital in 2019, and was a wealth advisor with Hillview for five years. Prior to joining Hillview, Jonathan was an Account Manager at Northern Trust in their Private Wealth Management group, delivering comprehensive wealth management solutions to Ultra High Net Worth clients, including Investment Management, Wealth Advisory, Financing, and Trust and Estate Planning services. Jonathan is a CPA who began his career in public accounting at WeiserMazars, LLP, a mid-sized regional firm based in New York City.
Jonathan earned his BA and Masters of Accounting at the University of Michigan. He lives in New York City with his wife, Allison, and their daughter. A Boston-area native and avid sports fan, he enjoys visiting family and friends in Massachusetts and catching a local game.