Jonathan serves as Managing Director, Head of Investment Research & Strategy at Geller Advisors. Jonathan’s responsibilities include providing investment manager oversight and due diligence, as well as asset allocation research and portfolio construction for the firm’s ultra-high-net-worth clients. Jonathan sources traditional investment strategies along with hedge funds and the firm’s venture capital managers. He has 20 years of experience in the wealth management industry focused on high-net-worth investors.
Prior to joining Geller Advisors in 2009, he served as a Research Analyst at Fortigent where he conducted due diligence research on international, emerging market, and domestic small cap investment managers. While at Fortigent, he authored various international market commentaries for the firm’s high-net-worth clientele. Jonathan also served as a Senior Associate with Atlantic Trust Private Wealth Management. He began his career as an Associate at First Union in the Ready Talent Program, Capital Management Group.
Jonathan received a Bachelor of Science in Economics from The Pennsylvania State University with certificates in Macroeconomics; Money & Banking; and International, Development & Transition Economics. Additionally, Jonathan earned the Chartered Alternative Investment Analyst (CAIA) designation and holds a FINRA Series 3 license. He is a member of the Chartered Alternative Investment Analyst Association and an Affiliate of the Certified Market Technicians Association. He frequently participates on industry advisory panels and presents at industry conferences.