Jonathan brings a wealth of experience and background to the high net worth families he advises. He began with efficiency leaders like E*Trade, then moved into the institutional world of swaps trading at the center of Bank of America’s global network. Eventually he ran high net worth investment committees and began advising wealthy families personally. Today, Jonathan comes to SouthPark Capital ready to deploy our carefully curated blend of maximum optionality and boutique service, the perfect landing spot for building a next-level experience for those he serves.

Jonathan began his career with Harrisdirect, which was quickly acquired by E*Trade Financial and went on to work for Bank of America on the primary trading floor at the national headquarters. In this role, he supported both the credit default swap desk and the mortgage-back securities desk. He then went on to work for boutique wealth advisory firms in the SouthPark area of Charlotte where he engaged with his wealthy client families on all aspects of financial planning. 

Jonathan graduated from the University of Iowa in 2002, where he majored in Finance. Jonathan views himself as a lifetime learner, having achieved both the Chartered Financial Analyst (CFA®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. Jonathan holds his Life and Health Licenses along with FINRA 7 and 66 registrations. He makes him home in south Charlotte where in his free time, he loves playing games with his kids, traveling and competing in triathlons.