Jonathan is a Senior Portfolio Associate at 1919 Investment Counsel. In his role, Jonathan works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. His primary responsibility is supporting portfolio managers and client advisors to enhance the client experience, with a focus on portfolio review, account administration, and wealth planning.

Prior to joining the firm, Jonathan held roles in operations, client services, portfolio management, and project management at SEI, where he supported national, regional, and local banks, assisting them in servicing high-net-worth client accounts.

In his spare time, Jonathan maintains an active lifestyle by walking and cycling along the Schuylkill River Trail, hiking along the Wissahickon, playing golf, and working out at the gym. He is an avid supporter of Philadelphia’s professional sports teams, with a particular enthusiasm for the Eagles.

Jonathan holds a B.S. in both Business Management and Marketing from the University of Delaware.