Pre-And Post-Liquidity Planning
MSPA Advisory Committee
Jonathan is a Managing Director and Senior Wealth Advisor at The Colony Group. He provides financial, investment, and tax planning services to high-net-worth individuals, trusts, and pension plans.
Jonathan cofounded and served as a Chief Investment Officer of Derby and Company, Inc. prior to their merger with The Colony Group in 2021. Previously, he served as an attorney at a New York law firm, Schulte, Roth and Zabel LLP.
He earned his Juris Doctor from Suffolk University Law School, and a Bachelor of Science from Skidmore College.
Outside the office, Jonathan enjoys playing golf, hiking with wife and dogs, and hanging with his cats, goats, and horses. Occasionally he also enjoys reflecting on a Deepak Chopra book, class or meditation.