Jonathan is a Partner of Beacon Pointe Advisors and member of the firm’s Investment Committee. He is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Jonathan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Jonathan worked at Pacific Investment Management Company (PIMCO), where he helped the firm develop and maintain relationships with consulting firms and clients. As a former practicing attorney, he gained experience in both litigation and transactional matters. He earned his B.A. from the University of California, Los Angeles and was the Team Captain of UCLA’s Division 1 Men’s Volleyball team. Jonathan received his JD from Pepperdine University School of Law and his MBA from UCLA Anderson School of Management.
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