Jonathan Williams

Jonathan Williams is currently the Vice President, Relationship Manager at Masttro, a global wealth intelligence platform. Jonathan joined Masttro in December 2020 and is responsible for delivering comprehensive views of total net worth and providing unique insights to drive value and protect the total estate. Prior to Masttro, Jonathan worked as a Business Development Executive at Family Office Club from June 2019 to December 2020. Jonathan also served as the Director of Business Development at the Association of Certified Financial Crime Specialists from August 2017 to July 2018. Jonathan's earlier experience includes working as a Portfolio Manager at Northern Trust Asset Management, where they researched and analyzed financial information, prepared materials for client meetings, and outperformed benchmark by 4% annualized over a 3-year period. Additionally, they briefly served as an OTC Structured Product Analyst at Omnium LLC (Citadel) in 2011.

Jonathan Williams attended Ball State University - Miller College of Business from 2006 to 2010. Jonathan obtained a Bachelor of Science degree with a major in Finance during this time. Additionally, they are a CFA Level 2 Candidate, although no information regarding the institution or specific dates of this certification is provided.