About Jonathan
Serving the Grand Rapids area, Jonathan provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Jonathan works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Jonathan is a Vice President and Wealth Management Advisor with Fifth Third Private Bank where he brings over 15 years of experience in the financial services and investment management to his role working closely with affluent families and business owners providing clarity and solutions to the complex financial issues they may face.
Prior to joining Fifth Third, Jonathan established and managed a firm focused on international trade finance as well as domestic M&A buy-side advisory.
From 2012 through 2020, Jonathan served as Managing Director for an Investment Bank based in both the US and Hong Kong, where he led numerous projects including the launch of an alternative investment group focused on various private investments and the launch and management of a portfolio of funds marketed directly to high net worth and ultra high net worth clients. He also oversaw the capital and business development efforts for a related algorithmic hedge fund.
His career also includes sales trading at a bulge-bracket Investment Bank in New York City on the Foreign Exchange and Emerging Market Desks in the Fixed Income Division, as well as several years at a private equity firm in NYC, focusing on lower-middle market investments.
Prior to joining Fifth Third, Jonathan established and managed a firm focused on international trade finance as well as domestic M&A buy-side advisory.
From 2012 through 2020, Jonathan served as Managing Director for an Investment Bank based in both the US and Hong Kong, where he led numerous projects including the launch of an alternative investment group focused on various private investments and the launch and management of a portfolio of funds marketed directly to high net worth and ultra high net worth clients. He also oversaw the capital and business development efforts for a related algorithmic hedge fund.
His career also includes sales trading at a bulge-bracket Investment Bank in New York City on the Foreign Exchange and Emerging Market Desks in the Fixed Income Division, as well as several years at a private equity firm in NYC, focusing on lower-middle market investments.
Education
Jonathan received a bachelor’s degree in marketing from Villanova University. He has sat on the board of numerous companies both public and private and previously held the Series 7, 3 and 63 licenses.
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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