Jonathan joined the HMA team in January 2020 from a Chicago-based RIA. He works closely with Ryan, Lorraine and David on the investment committee, assists HMA’s financial planning practice and manages client relationships.
Jonathan graduated from Dickinson College in 2016 with a Bachelor of Arts in economics and a minor in Spanish. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Jonathan lives in the Lincoln Park neighborhood of Chicago.
Outside of the office, Jonathan is an active board member and currently serves as Treasurer of Camp Hope of Illinois, a non-profit organization that provides a true summer camp experience to people challenged by developmental disabilities. You can also find him playing soccer, rooting for the Green Bay Packers, running along the Lakeshore trail and trying the next best restaurant in town.