Jonathan is a Portfolio Manager for the team, helping to research and guide investment portfolios for clients. He has over 20 years of experience analyzing and managing both individual and institutional assets. Jonathan got his start as an equity analyst for Invesco (AIM) Mutual Funds in Houston, TX, then moved into research and portfolio management at hedge funds in Nashville, TN. More recently here in Greenville, Jonathan has found a passion bringing his skills to help individual investors navigate complex markets and achieve their investment goals.
Jonathan earned his BBA from Texas A&M University and MBA from the Jones Graduate School of Business at Rice University. He is a CFA charterholder and member of the CFA Society of South Carolina.