Jonathan is a portfolio analyst 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
