Jonathan is a Partner and Investment Consultant at SilverOak Wealth Management LLC. He has 30 years of investment management experience as both an analyst and portfolio manager with several major financial services organizations. He has extensive experience in the investment industry and has spent many years assisting both individuals and institutions in building effective portfolio strategies. In addition, Jonathan works with his clients in developing comprehensive financial plans that take into account items such as risk management, tax planning and estate planning.

 

Jonathan's experience working with both individuals and institutions provides him a unique perspective. He offers his clients a comprehensive understanding regarding the financial markets and he works closely with them in defining and achieving their long-term goals.

​

Education

​

• Carleton College - B.S. Political Science and Political Economy

• Chartered Financial Analyst (CFA)

• Certified Financial Planner (CFP®)

• Accredited Estate Planner (AEP®)

• Chartered Alternative Investment Analysis (CAIA)

​

Professional Affiliations

​

• Member, CFA Institute

• Member, CFA Society of Minnesota

• Member, National Association of Estate Planners and Councils

• Member, CAIA Association

• Member, CAIA Minnesota