Jonathan began his wealth management career at Morgan Stanley in 2001 and transitioned with his team to Wells Fargo Advisors in 2015 before joining &Partners. Prior, Jonathan was an equity partner in a boutique investment banking firm specializing in healthcare facility underwriting.
Jonathan earned his MBA from DePaul University and his Bachelor of Business Administration from the University of Illinois at Chicago, where he was inducted into the National Honor Society of Business Students.
Jonathan holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards, the Chartered Financial Consultant® (ChFC®) designation from the American College, and the Accredited Investment Fiduciary® (AIF®) designation. He also serves as an arbitrator for the Financial Industry Regulatory Authority (FINRA).
Jonathan works closely with successful families, retirees, business owners, and multi-generational households, providing comprehensive wealth management beyond traditional investment management. His experience includes retirement planning, tax-efficient strategies, income planning, concentrated stock and alternative investments, estate coordination, and wealth transfer planning.
Jonathan and his wife, Chevy, spend their time between Skokie, Illinois and Boca Raton, Florida, with their children residing in both Chicago and Israel.
CA Insurance License #4227876
