Jonathan earned his Bachelor of Science in Economics at the University of New Hampshire in 2017. Jonathan began his financial services career as a specialist on BlackRock, Inc.’s investor services teams, where he spent two years before joining Professional Investors Network, LLC. He has successfully completed his SIE, Series 7, 66, and 24 examinations, in addition to holding multiple state Life & Health insurance licenses.
Jonathan has extensive paraplanning and systems experience at our sister company, ProEast Asset Management, LLC. In this role, Jonathan works in concert with the financial advisors on the team and is responsible for collecting and verifying quantitative detailed information required to prepare and execute a comprehensive financial plan. He also is working closely with clients to ensure quality service and performance results.
Jonathan currently resides in Dedham, MA where he enjoys spending time with his dog, playing guitar, disc golf, and all things outdoors.