“I bring more than a decade of experience in private wealth, portfolio management, and sustainable investments. I work with ultra-high-net-worth families, founders, and multigenerational business owners and bring leadership experience across investment, tax, estate, and financial planning, coordinating with experts across these disciplines to deliver comprehensive, client-centered advice.”

Jonathan works with individuals, families, founders, family-owned businesses, and their advisors to understand complex wealth-planning needs and identify the right fiduciary, investment, and family office resources to support them. As director of business development for Trust Services, Jonathan’s focus is on building trusted relationships and helping clients navigate important financial and personal transitions, including liquidity events, business succession, estate planning, and multigenerational wealth transfer. Jonathan collaborates closely with clients and their advisory teams to connect planning goals with practical solutions across trust administration, investment management, and generational wealth planning.

Education

• St. Bonaventure University, BA

Professional activities

• Junior Achievement of Rhode Island, Board Member

• Fountainhead Rhode Island, Founding Member

Languages

• Spanish