Jonathan Georges

Jonathan Georges is currently the Vice President, Wealth Management Solutions at Equisoft. Prior to this, they were the Founder & Principal of AdvisorCentric Marketing Inc., a consulting firm dedicated to supporting investment product manufacturers and distributors. AdvisorCentric Marketing Inc. merged operations with Equisoft in 2010.

Before AdvisorCentric Marketing Inc., Jonathan Georges was the Senior Product Manager at Dynamic Funds responsible for leading the development and implementation of the strategic and tactical business plans for the managed solution product lines such as the Marquis Investment Program and Dynamic Strategic Portfolios.

Jonathan Georges started their career in 1999 as the Senior Manager, Mutual Funds at CIBC Asset Management.

Jonathan Georges has a certificate in FinTech from Harvard University, and is a Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM). Jonathan also has a Bachelor's degree in Commerce from Concordia University. Jonathan is certified by HarvardX in FinTech.

They are on a team with David Shively - Chief Operating Officer, Brian Cosgrove - Chief Financial Officer, and David Nicolai - VP, Insurance Solutions USA. Jonathan Georges reports to Luis Romero, Founder and CEO.