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 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.
Blog
Cyber scams aren’t anything new, but they are getting worse. According to a report by the Federal Trade Commission, people reported losing $10 billion to scams in 2023, $1 billion more than in 2022.
Blog
Whether you’re a late starter or a savvy saver, you want to maximize every retirement asset you have. If you’re like most people, that means contributing the maximum amount into retirement accounts like 401(k)s, 403(b)s, and IRAs. And while that’s a swell idea, one thing you may be overlooking is your home.
