Jonathan Straub is a seasoned professional in wealth management and technology with a strong entrepreneurial background. As Co-Founder and Principal of AdvicePeriod, acquired by Mariner, LLC, Jonathan has been instrumental in redefining investment advisory services since 2014. In addition, Jonathan serves on the advisory boards of several financial and technology startups, including Vanilla, Wellesley Asset Management, and Betterment. Jonathan is also involved with Knowbl and Pronto Housing, focusing on innovative solutions in customer experience and affordable housing, respectively. With a Bachelor of Science in Finance from Boston College and a Juris Doctor from Suffolk University Law School, Jonathan combines financial expertise with legal acumen, contributing to various successful ventures in the industry.
This person is not in the org chart
This person is not in any teams
This person is not in any offices