3 weeks ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Vice President,
Financial Advisor
Jonathan became part of CAPTRUST in 2018 when Morton Wealth Management joined CAPTRUST. He serves as a vice president and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors. Prior to joining the firm, Jonathan was a financial advisor at Morton Wealth Management. He has worked in the industry since 1988. He is also a founder and principal of TAO, Inc., a firm specializing in working with clientele from the entertainment industry.
Jonathan’s unique approach focuses on listening to and understanding the needs, hopes, and desires of his clients to implement the best possible solutions. When he’s not at the office, Jonathan enjoys photography, snowboarding, mountain biking, and yoga.
After three remarkable years of outsized returns in the stock...
Rising inflation, the specter of higher interest rates, and the...
If 2021 could be summarized in one word, it would...
Recovery momentum within financial markets cooled during the third quarter...