Jonathan Wittlin

Jonathan Wittlin, CFP®, is a seasoned financial professional with over 20 years in the Wealth Management industry, currently serving as a Managing Director and Client Advisor at Freestone Capital Management. With a strong background in tax and accounting, Jonathan has held various leadership roles, including Wealth Planning Director at Parallel Advisors and Managing Director at Lenox Advisors, where they focused on building advisory practices and mentoring teams. A dedicated Financial Planner down to the core, Jonathan emphasizes a craftsman-like approach to financial success, partnering with clients on all aspects of their financial lives. Jonathan holds a Bachelor of Science in Accounting from Syracuse University and has continuously refined their process to enhance the client experience.