Jonathan assists the investment team in sourcing and underwriting new opportunities while also providing general investment analysis and support. He has been a part of the SW team as Client Services Coordinator since 2019 and was promoted to Investment Associate in 2020.
Jonathan grew up in Mobile, Alabama and attended Samford University where he graduated with a degree in finance and marketing in the Spring of 2019. While at Samford Jonathan was inducted as a member of the Financial Management Association Honor Society (FMA) and was Treasurer of Gamma Iota Sigma—an international academic fraternity based on insurance and risk management professions.
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