Jonathan is the Head of Investment Research & Strategy at Geller Advisors. Jonathan provides investment manager oversight and due diligence along with asset allocation research. He is also a member of the firm’s Investment Committee.
Prior to joining Geller Advisors, he served as a Research Analyst at Fortigent LLC where he conducted due diligence on international, emerging market, and domestic small cap investment managers. At Fortigent he authored various international market commentaries. Prior to Fortigent, Jonathan was a Senior Associate with Atlantic Trust Private Wealth Management where he assisted on portfolio and economic research. He began his career as an Associate at First Union in the Ready Talent Program, Capital Management Group. He received his BS in Economics from Pennsylvania State University with certificates in Macroeconomics, Money & Banking and International, Development & Transition Economics. Jonathan has earned the Chartered Alternative Investment Analyst designation. He is a member of the CAIA Association and an Affiliate of the Market Technicians Association.
Contact Jonathan at firstname.lastname@example.org.