Certified Financial Planner™ practitioner
Jonathan has worked as a financial advisor for high net-worth clients for over 25 years. He joined the firm in 1988, the year he received his CFP®. Jonathan’s unique approach focuses on listening to and understanding the needs, hopes and desires of his clients. He is also a founder and principal of TAO Management, a firm specializing in working with clientele from the entertainment industry. Jonathan serves clients primarily in Los Angeles and New York City.
Jonathan and his life partner of 34 years live in Los Angeles. His passions outside of work include photography, travel, skiing, snowboarding and mountain biking.