About Jonathan
As a Managing Director of Research at Focus Partners Wealth, Jonathan co-leads the firm’s private equity, venture capital, and real asset investments, and is a senior member of the diversifying strategies and private credit team. He is a co-Portfolio Manager of the Private Equity and Private Credit funds.
Jonathan joined Focus Partners Wealth through its 2013 merger with Prosper Advisors, where he focused on investment research and portfolio construction and served on the firm’s investment committee. He began his career at Resource America, Inc., an institutional alternative asset manager.
Jonathan is a member of the CAIS Advisory Council and has been a speaker at various industry events, including CFA Society New York. He received a Bachelor of Arts in Economics from Bucknell University.
As a Managing Director of Research at Focus Partners Wealth, Jonathan co-leads the firm’s private equity, venture capital, and real asset investments, and is a senior member of the diversifying strategies and private credit team. He is a co-Portfolio Manager of the Private Equity and Private Credit funds.
Jonathan joined Focus Partners Wealth through its 2013 merger with Prosper Advisors, where he focused on investment research and portfolio construction and served on the firm’s investment committee. He began his career at Resource America, Inc., an institutional alternative asset manager.
Jonathan is a member of the CAIS Advisory Council and has been a speaker at various industry events, including CFA Society New York. He received a Bachelor of Arts in Economics from Bucknell University.