Jonathan joined IR+M in April 2010 and was named Client Portfolio Manager in 2022. In his role, Jonathan works closely with clients, consultants, and prospects to understand their investment needs and objectives, serving as the point of contact for portfolio reviews and market updates.
Since joining IR+M, Jonathan has built his career within the Client Team, developing a deep understanding of the firm's client base and strong partnerships rooted in IR+M's commitment to exceptional client service.
Prior to joining IR+M, Jonathan was a Senior Account Controller at State Street Corporation.
Jonathan earned a BBA in Finance/General Business from Xavier University and an MBA from the Carroll School of Management at Boston College.
Jonathan enjoys spending time with his family and staying active, whether golfing, training for a marathon, or on the sidelines cheering on Boston sports teams and Xavier basketball.
