Jonathan Kinsky, CFP®, currently serves as the SVP Private Banker for the Citi Law Firm Group, where they partner with individuals and families to create and execute comprehensive financial plans. They previously held positions at Fidelity Investments as a Financial Consultant, Financial Representative, and Investment Consultant from 2018 to 2023. Jonathan earned a Master of Business Administration from Boston College Carroll School of Management in 2023 and a Bachelor of Science in Business Administration and Management, Magna Cum Laude, from Norwich University in 2011, having also studied at Anglo-American University, Prague in 2010. Prior to these roles, they were a Manager-in-Training at Cap World, Inc. from 2011 to 2013.
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