Jonathan is our newest hire as Director of Investment Operations and part of the Client Service Team. Jonathan has over 24 years of financial services experience with Legg Mason, Citi, and Morgan Stanley. He also has worked with a family office. Jonathan enjoys helping others, a passion that serves him both in financial services and in the community, where he tutors English to Hispanic immigrants and assists stray dogs and cats to find homes.
Jonathan is a lifelong Lutherville-Cockeysville native who graduated from St. Paul's School for Boys in Brooklandville, and later, from The Johns Hopkins University with a bachelor's degree in Spanish and in English/History. In his spare time, Jonathan enjoys going to the gym, being involved with the Filipino community through his wife, and spending time with friends and family, including his daughter, a recent Goucher graduate.