Jonathan is an advisor on the private wealth team. He works directly with clients to provide financial planning, investment management, and research as part of LVW’s holistic consulting approach.
Previously, Jonathan served as a financial planner at McKinley Carter Wealth Services, a fee-only Registered Investment Advisory firm (RIA) based in Pittsburgh, PA, and PNC Wealth Management.
At McKinley Carter Wealth Services, Jonathan focused on financial planning for high net worth individuals and families, managed the firm’s Dividend Growth Portfolio, and served on the Investment Strategy Committee.
Jonathan is a proud alumni of The University of Pittsburgh where he majored in Finance and Economics. He also earned the CERTIFIED FINANCIAL PLANNER™ certification through Boston University.
Outside of the office, Jonathan plays golf and platform tennis and enjoys spending time with his wife and two young boys.