Senior Vice President
Jonathan joined Stephens in 2017 and has been in the industry for over 25 years. Jonathan focuses on creating customized wealth management solutions that are implemented through discretionary portfolio management and have the ability to evolve alongside each client. According to Jonathan, “Building a trusting relationship with clients, in which they feel comfortable sharing their financial aspirations, such as generating wealth or creating a philanthropic legacy, as well as voicing their risk tolerances, is essential. From there I am able to develop an investment portfolio that takes both into account and reflects each clients’ personalized needs.”
Ellen Dejewski and Max Volpi support Jonathan and work together to meet their client’s needs.
Prior to joining Stephens, Jonathan was a financial advisor and Executive Director at Morgan Stanley and a Senior Managing Director with Bear, Stearns & Co., later merged into JP Morgan Chase.
Jonathan received his Bachelor of Arts in Economics with a minor in Business Administration with honors from Rollins College.
A resident of White Plains, Jonathan serves on The Board of Directors of the White Plains Hospital, as well as on the Foundation Board and Executive Committee.
He has four children, Samantha, Lily, Ben, and Jack. When he is not spending time with his children, he can be found on the golf course. Jonathan played on the varsity team in college and qualified for the 1997 U. S. Amateur Championship.