As a seasoned professional with more than 29 years of financial and wealth management industry experience, Jonathan is known for driving brand growth and delivering trust and estate solutions to Ultra High Net Worth families and individuals. He most recently served as Senior Vice President and Managing Director of Comerica Bank & Trust, where he oversaw the fiduciary sales, trust administration, and middle office teams across North America and was instrumental in growing revenues for the $200+ billion firm over 30% during a four-year period.
Prior to Comerica, Jonathan was Executive Director and Head of Trust and Estate Solutions for UBS, where he developed and expanded the third-party trust solutions platform for financial advisors in the United States, Europe, and South America. He has also held senior positions at RBC Trust Company of Delaware, PNC Bank, and TD Bank.
Jonathan holds a bachelor’s degree in History from Rowan University and paralegal certification from Main Line Institute. Currently, he lives in East Greenwich, NJ, with his wife Melissa, their two daughters Ashlyn and Avery, and their dog Oakley.
Previous Experience
- Senior Vice President, Managing Director of Fiduciary Sales & Client Enablement at Comerica Bank & Trust
- Executive Director, Head of Trust and Estate Solutions at UBS
- Senior Trust Lead at RBC Trust Company of Delaware
Education & Credentials
- Accredited Investment Fiduciary® (AIF®)
- BA, Rowan University, History
- Paralegal Certification, Main Line Institute
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
