Vice President, Wealth Advisor
Jonathan serves as a trusted investment advisor partnering with clients to provide personalized investment management and planning solutions designed to grow and preserve wealth, while addressing legacy planning and tax considerations.
Jonathan has more than 10 years of experience in the financial industry. He has served in various roles where he specialized in global macro analysis in public and private markets. In addition to his background in wealth management and investments, Jonathan has unique experience working directly with some of the largest and most sophisticated single-family offices, sovereign wealth funds, development banks, foundations, and endowments. Prior to joining Washington Trust, Jonathan served as vice president, director and head of institutional & consultant relations with TriLinc Global Advisors, a registered investment advisor based out of California. Jonathan has worked as both a strategist and client advisor and is a recognized investment industry public speaker and university guest lecturer.
Jonathan holds a bachelor’s degree from St. Bonaventure University.
A Rhode Island resident, Jonathan is actively involved in his community. He currently serves on the Board of Directors of Junior Achievement Rhode Island and is a volunteer and Coach with St. Greg’s Baseball League. He is also an active supporter of The Investment Diversity Exchange (TIDE), as well as a founding member of FountainHead RI. Jonathan formerly advised small businesses through Social Enterprise Greenhouse, served on the Board of Directors for Water for Cambodia, as well as the East Greenwich affiliate of Rotary International, where he also Chaired new member initiatives.
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