Jonathan is the wealth advisor for Kesselman Wealth Management and a CERTIFIED FINANCIAL PLANNER™ certificant. He brings over 10 years of experience in the financial services industry, focusing on planning for medical professionals, executives, pre-retirees, and families.
He began his financial services career at UBS Financial Services as a wealth planning analyst, training financial advisors in delivering comprehensive financial planning to their clients. Before UBS, Jonathan was an attorney in private practice.
Jonathan lives in Bay Village, OH with his wife and six children. He serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.
Bachelor of Science in Business Administration - Finance
Boston University
09/01/2004 -05/15/2008
Juris Doctor - Law
William Mitchell College of Law
09/01/2009 -05/20/2012
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