Jonathan joined IR+M in April 2010 and was named Client Portfolio Manager in 2022. In his role, Jonathan works closely with clients and consultants to identify and understand client needs and serve as the point of contact for portfolio reviews and market updates.
Prior to joining IR+M, Jonathan was a Senior Account Controller at State Street Corporation.
Jonathan has a BBA in Finance/General Business from Xavier University and an MBA from the Carroll School of Management at Boston College.
