Founding Partner, Chief Investment Officer
Mobile: (203) 722-6550
For more than 30 years, Jonathan has managed portfolios and advised clients and family offices at many of the top Wall Street firms, including Lazard Frères Asset Management, Morgan Stanley, Merrill Lynch and Smith Barney. He is a graduate of Ohio Wesleyan University and resides in Wilton, Connecticut, with his wife and two sons. He is the President General of the Society of the Cincinnati —the oldest Patriotic and Genealogical organization in the country — and is active in his sons' Boy Scout Troop.