As Analyst, Client Service, Jonathan plays a key role in supporting his team with various daily business activities. His responsibilities include assisting with client meetings, financial planning, client services, and investment strategy development. Before joining NewEdge, he gained valuable experience as a Coordinator in Distributions at iNDEMAND.
Jonathan earned a Bachelor of Arts in Music from Elon University, with a minor in Music Technology. Originally from Bedford, NY, he now resides in Brooklyn. In his free time, Jon enjoys spending time with family and friends, traveling, hiking, and skiing.