Jonathan Lohman

Experience and education

Jonathan provides strategic leadership for his market, aligning teams, resources and culture to drive growth and enhance the client experience. He partners closely with local and regional leaders to support advisors, develop talent and ensure consistent execution of the firm’s mission and values.

Prior to joining Mariner, 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.

Personal interests

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.