What Markets Expect From President Trump
Policy action is needed for the rally to continue.
This includes not only offering investment expertise, but also acting as a partner to help advisors build and run their practice with the added resource of the award-winning OppenheimerFunds CEO Advisor Institute.SM Jonathan offers actionable insights that enable advisors to enhance the expertise of their team, structure of their practice, client-service standards, new business development and wealth management strategies.
Jonathan holds a B.S. in Business Administration as well as a Concentration in Marketing from Sacred Heart University. He holds the Chartered Alternative Investment Analyst (CAIA) Designation and Series 7, 63, and 66 licenses.
In his spare time, Jonathan enjoys running, exploring the many restaurants of Manhattan with his wife and spending time with family.
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