CFA
Jonathan is a Senior Vice President at Evoke Advisors and has over a decade of experience advising wealthy families and institutional investors. He started his career in Corporate Finance at Newmont Mining in Denver, Colorado before transitioning into wealth management at City National Rochdale in Beverly Hills. Jonathan then joined Mozaic, a multi-family office based in Beverly Hills, and later served as a Senior Vice President at Offit Capital, where he advised and managed portfolios for wealthy individuals, multi-generational families, and endowments.
Jonathan holds a B.S. in finance and economics, a master’s degree in finance from the University of Denver, and is a Chartered Financial Analyst®. In his personal time, Jonathan serves on the Board of GrowGood, a Los Angeles-based nonprofit that uses urban agriculture to transform communities and change lives through farming, job creation and nature-based mindfulness programs. He resides in West Los Angeles with his wife and two children.
10635 Santa Monica Blvd, #240,
Los Angeles, CA 90025
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