Jonathan supports advisors and clients at NEPWA by coordinating operational workflows across the firm. He joined NEPWA in 2021 after roles at MG Financial and F.L. Putnam that spanned account management and portfolio analysis.

He appreciates NEPWA’s collaborative environment, broad exposure across client relationships, and the absence of silos. Jonathan is proud to be part of the small, entrepreneurial team that is dedicated to helping each other and their clients.

Jonathan is originally from Sharon, MA. He earned his undergraduate degree at UMass Amherst and his MBA at Manhattan College.

Jonathan and his wife, Lisa, have two children and are expecting their third in January 2026. He enjoys family time, often on Cape Cod, golf, weightlifting, walking, music, and film.