As a financial advisor, Jonathan makes it his goal to create a strong client-advisor relationship and provide each client with access to the best financial resources available. Jonathan focuses on helping a select group of high net worth individuals manage the various aspects of their financial lives. From implementing tax-efficient strategies for concentrated stock positions to planning for retirement and educational goals, Jonathan works with each client to develop a plan to grow and preserve their wealth. Jonathan focuses on understanding each client’s investment experience, risk tolerance, and financial needs both short and long term. He then develops a wealth management plan that strives to maximize the potential for achieving the client’s financial goals. He often collaborates with clients tax and legal advisors. Once the wealth management plan has been implemented, he periodically reviews progress to help make certain that the strategy remains aligned with the client’s overall financial needs.

Jonathan began his career in wealth management in 1999 with Merrill in New York City. From 2005 – 2015, he managed various Merrill Lynch Wealth Management offices in Westchester County while continuing to work with his clients. In 2016, Jonathan moved to Merrill Lynch Wealth Management’s Greenwich, CT. office. Jonathan is a CERTIFIED FINANCIAL PLANNER^™ professional and holds a BS in finance from Georgetown University. He lives in Old Greenwich with his wife Cynthia, daughter Harley and son Jesse. Jonathan also has a son, Shane, who is graduated from Lehigh University in May, 2017 and another son, Connor, who is working towards his Phd at Brandies University .
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.