Jonathan M.

Jonathan M. is an experienced investment professional currently serving as an Investment Manager and Branch Principal at Raymond James since March 2020. In this role, Jonathan M. is responsible for constructing diverse investment portfolios across various asset classes, serving a client base that includes private clients, intermediaries, trusts, and charities on a discretionary basis. Prior to this position, Jonathan M. held investment management roles at JM Finn and Brewin Dolphin, in addition to working as an Analyst at Barclays Corporate. Jonathan M. holds a BSc (Hons) in Construction Engineering and Management from Loughborough University, a Masters in Wealth Management, Investment Management from The Chartered Institute for Securities & Investment, and a BSc (Hons) in Real Estate Investment from The Hong Kong Polytechnic University.