Over 25 years of experience across investment product strategy, distribution, and digital solution design.

Jonathan is a senior leader in wealth and asset management technology with over 25 years of experience across investment product strategy, distribution, and digital innovation.

He has played a key role in launching investment products totaling billions in assets under management and has supported more than 25 financial institutions in executing growth strategies.

Jonathan brings a practical, client-focused perspective shaped by experience across both financial institutions and technology providers. He holds the Certified Investment Manager (CIM®) designation, is a Fellow of the Canadian Securities Institute (FCSI®), and has earned a FinTech Certificate from Harvard University.

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