About
Jonathan
Following a 10-year career as a professional chef, Jonathan started his financial services career as an analyst at Strategic Capital advisors. Jonathan began working exclusively with institutional clients primarily on defined benefit plans. The investment fundamentals he learned from his exposure to institutional investing are the baseline for his investment philosophy of creating highly diversified portfolios with long-term investment horizons. He joined Focus Partners in 2026.
Jonathan actively supports the Colorado Ovarian Cancer Alliance in honor of his deceased mother. He has been an active participant in the governance and support for the Denver Waldorf School, which his children attended.
Jonathan spends his time away from the office with his wife Darlene in South Park, Colorado. He enjoys cooking for fun, driving his tractor, running a chainsaw, and skiing, and he is patiently waiting for his beloved Washington Commanders to return to glory.
Education and Professional Milestones
-Miami University – bachelor’s degree in political science
-University of Denver – master’s degree in finance
Following a 10-year career as a professional chef, Jonathan started his financial services career as an analyst at Strategic Capital advisors. Jonathan began working exclusively with institutional clients primarily on defined benefit plans. The investment fundamentals he learned from his exposure to institutional investing are the baseline for his investment philosophy of creating highly diversified portfolios with long-term investment horizons. He joined Focus Partners in 2026.
Jonathan actively supports the Colorado Ovarian Cancer Alliance in honor of his deceased mother. He has been an active participant in the governance and support for the Denver Waldorf School, which his children attended.
Jonathan spends his time away from the office with his wife Darlene in South Park, Colorado. He enjoys cooking for fun, driving his tractor, running a chainsaw, and skiing, and he is patiently waiting for his beloved Washington Commanders to return to glory.
Education and Professional Milestones
-Miami University – bachelor’s degree in political science
-University of Denver – master’s degree in finance