President & CEO of Angeles Wealth
Jonathan is responsible for all aspects of the operations of Angeles Wealth Management. Jonathan has over 25 years of experience in wealth management as both a client advisor, and in senior management positions. Prior to co-founding Angeles Wealth, Jonathan was President of two related companies, Carson Wealth Management Group, one of the nation’s premier full-service wealth management firms, and Peak Advisor Alliance, the largest independent coaching and consulting service focused on financial advisors. Jonathan is also the former Head of Wealth Management for ETrade Financial, and CEO of Howard Capital Management. Jonathan received an MBA in Finance from Northeastern University, and is a member of the Beta Gamma Sigma International Honor Society. He received his BA in Political Science from the University of Pennsylvania, where he was captain of the varsity squash team and an All-American.