Jonathan Rosner joined the firm in 2016 and has nearly a decade of experience in investment strategy and wealth management. Prior to joining Wealthspire, Jonathan analyzed global capital market trends and developed tactical investment recommendations as a member of Deutsche Bank’s Investment Strategy Group before transitioning to a wealth advisory role at Convergent Wealth Advisors. Jonathan assists affluent families and individuals with a holistic approach that aligns strategies around asset management, portfolio construction, estate planning, and tax planning, while also specializing in complex compensation issues that are often faced by executives. Originally from Cleveland, Ohio, Jonathan moved to Washington D.C. in 2010.

Previous Experience

  • Investment Management Associate at Convergent Wealth Advisors
  • Investment Strategy Analyst & Assistant Vice President at Deutsche Bank Asset & Wealth Management
  • Investment Analyst at LCG Associates, Inc.

Education & Credentials

  • BBA, Emory University – Goizueta Business School, Finance and Business Management
  • Series 65 license

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