Jonathan is an Executive Director within our US Wealth business and is responsible for providing integrated wealth management services to high and ultra-high net worth individuals and trusts, including a number of high-profile individuals.

Prior to joining W1M, Jonathan was a Director at a global bank, where he provided a range of financial services including discretionary & advisory investment management, wealth structuring and credit solutions.

Jonathan is a Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate and Series 65 qualification. He has been listed in the Top 50 HNW Wealth Manager section in the Spears 500 index every year since its inception in 2014.

Outside of work, Jonathan lives with his wife and two children in Hertfordshire. Jonathan has acted as a Trustee for several charities. He is a qualified football coach and is a long-suffering Newcastle United supporter.