Jonathan W.

Jonathan W. has worked in various roles in the finance industry since 2009. Jonathan began at J.P. Morgan Private Banking as an Investment Specialist, where they worked with business owners, corporate executives, and affluent individuals and families to build and preserve wealth. Jonathan then moved to Nuveen Investments in 2014 as a Wholesaler. In 2019, they joined Core10 as a Regional Sales Executive, and in 2020 they began working at Practifi as a Sales professional.

Jonathan W. has attended The Ohio State University and the Yale School of Management. In 2017, they obtained the Certified Investment Management Analyst\u00ae certification from the Investment Management Consultants Association.