Jonathan assists with daily account management, as well as specialized requests to move restricted stock positions, coordinate with compliance, review subscription documents, and process wires.
Prior to joining Manhattan West, Jonathan worked at a multi-family office, where he provided white glove client service to high and ultra-high net worth individuals. Jonathan has extensive expertise in all aspects of the investment process, including account opening, money movements, alternative investment diligence, insurance underwriting, tax-efficient strategies, and custom financial plans.
Jonathan graduated from Hamilton College with a Bachelor’s in Economics. While at Hamilton College, he was also the captain of their Division I squash team, received NESCAC All-Academic honors, and was an active member of Chabad of Clinton. Jonathan continues to enjoy playing squash at the Jonathan Club in Los Angeles and recently won the SoCal Doubles Championship in 2022.