Jonathan is the lead relationship manager and CERTIFIED FINANCIAL PLANNER™ for Kesselman Wealth Management.
Jonathan spent almost ten years at UBS Financial Services before launching his own practice. He advises his clients on retirement planning, investment management, debt reduction strategies, and risk mitigation. He works closely with his clients’ attorneys and accountants to implement proactive tax and estate planning strategies.
Jonathan is a graduate of The Mitchell Hamline School of Law and the Boston University Questrom School of Business.
He lives in Bay Village, OH with his wife Rosie and five children. Jonathan serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.