Client Portfolio Manager
Client Portfolio Manager, 15 years of experience
Jonathan joined IR+M in April 2010 and was promoted to Client Portfolio Manager in 2022. In his role as Client Portfolio Manager, Jon 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 BSBA from Xavier University.Back to Who We Are