About
Jonathan believes that his constant interaction with clients is the foundation for success. He serves on the portfolio construction team and is actively involved in the management of client portfolios. Jonathan and his wife Eliza live in Charlotte with their two daughters. Also active in the community, he is Past Board President of Wayfinders, a local organization that provides summer learning experiences for low-income CMS students.
Contact Jonathan at (704) 409-2582
Education
- BA, University of North Carolina at Chapel Hill
Articles by topic
Blog
Cyber scams cost Americans $10 billion in 2023—and they’re getting smarter. Learn how to protect yourself with proven strategies like MFA, phishing awareness, strong passwords, and software updates. Stay safe online.
7/23/2024
Blog
Your home may be your most overlooked retirement asset. Learn how to tap into home equity—through downsizing, investing, renting, or reverse mortgages—to boost your retirement income.
3/2/2022
Blog
Cyber scams are nothing new—they’re increasing in frequency. Our global community’s mass increase in digital solutions creates an environment that is ripe for bad people to do bad things. Even the U.S.
4/11/2022
