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As a CFA Charterholder and Chief Investment Officer with Alliant Retirement Consulting, Jonathan is an expert in working with plan sponsors to create and manage portfolios associated with defined contribution and defined benefit plans, as well as employee and plan sponsor education. Jonathan chairs the 3(38) Investment Committee for Alliant and is responsible for the oversight of over $36 billion in AUM.
He started his career in finance as a broker at Morgan Stanley in Greenwich, Connecticut and has over twenty years of financial industry experience with portfolio design, insurance planning, wealth management, and estate planning.
Prior to joining CLS Partners/Alliant Retirement Consulting he was a Plan Consultant at NFP Retirement, Inc. During his tenure at NFP Retirement, Jonathan ran operations and analytics for the New York City office and played a large role in growing the book-of-business from $300mm in AUM to over $2.5 billion in AUM working primarily with hedge funds, private equity firms, and investment banks in the New York City area.
He is passionate about investment analysis, financial markets, crypto-currencies, technology, and sharing that knowledge with plan sponsors and participants. He lives in Austin, TX with his wife and in his free time: enjoys playing classical piano works by Beethoven, Mozart, and Chopin; taking walks with his wife and their Goldendoodle Ritz; grading the Level III CFA exams; and is an Adjunct Professor of Finance at Austin Community College.