1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
4 months ago
In this edition of Investment Strategy, Sam Kirby of...
7 months ago
The third quarter of 2022 saw rising inflation and recession...
10 months ago
After three remarkable years of outsized returns in the stock...