Descending from a long line of Certified Public Accountants, Jonathan has spent his career advising clients on a variety of tax, retirement and wealth transfer matters. A gifted strategist, he serves as a trusted advisor to multiple generations of individuals and business owners.
Jonathan is the principal advisor at a leading New York City financial planning and wealth management firm. His areas of expertise include high-net worth tax and estate planning, wealth management, and business succession strategies. His firm provides a full range of wealth management services, and maintains an extensive network of professionals whose expertise may be leveraged as needed. The combination of highly personalized service and substantial resources is a hallmark of the firm’s service model.
Throughout his years of practice, Jonathan has established a reputation as an exceptional financial strategist. He has been featured extensively as an expert in the media: Bloomberg TV, Wall Street Journal, Physicians Money Digest, Entrepreneur Magazine, Barons, Market Watch, Financial Advisor Magazine, CCH, US News & World Report, USA Today, and Registered Rep Magazine.