Jonathan Perry

Jonathan Perry has a diverse work experience spanning various roles and industries. Jonathan is currently the Chief Financial Officer and Managing Director of Business Operations at TwinFocus since December 2020. Prior to that, Jonathan served as a Board Member at Bridge Over Troubled Waters, a non-profit organization dedicated to helping homeless and at-risk youth in Boston, from January 2016 to January 2022.

Jonathan also held the position of Chief Financial Officer at Shepherd Kaplan Krochuk, LLC, an alternative asset management firm, from November 2017 to December 2020. In this role, they were responsible for overseeing financial administration, reporting, investor relations, and new investments.

Before joining Shepherd Kaplan Krochuk, LLC, Jonathan worked as the Chief Financial Officer at Shepherd Kaplan LLC, a subsidiary of Shepherd Kaplan Krochuk, LLC that offers wealth management services. Jonathan started as the Director of Finance in April 2006 and was later promoted to CFO. During their tenure, they enhanced the finance team, introduced an equity program, and improved financial reporting.

Prior to their roles at Shepherd Kaplan, Jonathan gained experience as a Senior Auditor at Wolf & Company, P.C., providing assurance and financial consulting services to clients across industries. Jonathan also worked as a Forensic Accountant at Miller Coffey Tate LLP, where they performed financial statement audits and investigations into fraudulent transfers.

With their expertise in financial management and operations, Jonathan has accumulated valuable experience in various sectors, including non-profit, asset management, wealth management, auditing, and forensic accounting.

Jonathan Perry earned a Bachelor of Science (B.S.) degree in Accounting from Villanova University between 1995 and 1999.