Experience and Education
Jonathan helps individuals and families grow and protect wealth with comprehensive wealth management including integrated financial planning and investment strategies. Prior to joining Mariner Wealth Advisors, he was an investment advisor representative and lead portfolio manager at Commonwealth Advisory Group, where he designed, implemented and monitored customized investment solutions and portfolios with a focus on clients’ long-term objectives and cash flow needs.
Jonathan has a bachelor’s degree in criminal law and justice with a business option from Pennsylvania State University. He also has a postgraduate certificate of international finance from the University of Westminster in London, England and an executive certificate in financial planning from Duquesne University.
Jonathan enjoys supporting various local charities including Autism Speaks and Make-a-Wish. In his free time, he enjoys golf. His favorite sports team is the Penn State Nittany Lions.