Director of Advisor Engagement
Growing up in Fairfield County Connecticut, surrounded by its dense concentration of financial services firms, Jonathan was destined to work on Wall Street from a young age. Jonathan is a graduate of Western Connecticut State University where he majored in pre-law and a minored in business while spending two years as the captain of the collegiate rugby team.
After graduation, Jonathan began his career here at Kingsview where he initially focused on nationwide logistics for the firm’s recruiting and business development team. He also assisted the wholesale team in identifying new business opportunities as well as helping the firms advisors with business development projects. After 10 months with the firm Jonathan moved to Chicago to help Kingsview further build out its presence in the Midwest. During his time in Chicago Jonathan worked in the firm’s investment “think tank” with CIO Scott Martin while playing a large role in opening branch offices nationwide.
Today, Jonathan is back in Westport, CT where he works in the firm’s business development headquarters. Having joined Kingsview directly out of college Jonathan has had the pleasure of growing along with the firm. In his free time Jonathan enjoys playing rugby and spending time with family and friends.