Jonathan Berg is an experienced professional in the financial services industry, currently serving as an Associate at Corient since August 2023. Prior to this role, Jonathan worked as a Portfolio Implementation Associate at Eaton Vance WaterOak Advisors from June 2021 to August 2023 and held the position of Investment Operations Specialist at Parametric from December 2019 to June 2021, during which Eaton Vance transitioned its corporate bond operations team to Parametric. Jonathan's earlier experience includes roles as an Oyster Shucker and Caterer at Island Creek Oysters from May 2016 to December 2022, and a Wealth Management Intern at Merrill Lynch in the summer of 2018. Additionally, Jonathan worked as a Lifeguard and Swim Instructor at Knights of Columbus Pool from June 2013 to September 2017. Jonathan holds a Bachelor of Science in Economics and Mathematics from Trinity College-Hartford, obtained in 2019, and graduated from Boston College High School in 2015.
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