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Jonathan is a business analyst for the private client, endowments and foundations business at Brown Advisory. He works with the portfolio management team to manage balanced portfolios for private clients and endowments & foundations. Prior to Brown Advisory, Jonathan was an Equity Portfolio Investment Analyst where he worked closely with traders and portfolio managers on day-to-day management of portfolios. Prior to joining the firm, he worked in trading operations at Morgan Stanley.

Education

  • Loyola University Maryland, BBA

Community Involvement

  • Volunteer, Junior Achievement

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