Jonathan supports our firm’s financial planning practice by interacting with clients to gather and analyze information, develop recommendations and monitor financial plans. He is currently working towards earning his Certified Financial Planner (CFP) designation.
He also assists the investment team by providing timely insight and outcome-driven results. He applies top-down and bottom-up approaches to capture new growth while avoiding unnecessary risk.
Jonathan honed his time-management skills and drive for success in college, where he balanced an academic scholarship with serving as captain of the soccer team. On campus, he also served as a senior analyst in the Student Investment Group. Prior to joining Altman Advisors, he gained experience in commercial risk, stock analysis, and public relations.
Since 2009, Jonathan has volunteered with Camp Hope of Illinois, where he helps support and lead campers with disabilities.
Jonathan’s education and affiliations include:
- B.A. in Economics with a minor in Spanish from Dickinson College