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As our clients trusted advisor, our investment professionals deliver tailored investment strategies across all asset classes.
Jonathan manages a team of Investment Counselors serving clients across the United States and Canada focusing on Ultra High Net Worth Individuals, Family Office Clients and Law Firms and their Partners. His team actively seeks to be the trusted advisor for investment strategies and responsible for implementation of investment portfolios across all asset classes.
He has been with the private Bank since 2005, originally as a Senior Investment Counselor in London where he focused on portfolio management for ultra-high net worth clients. He then served as Head of Investment Counseling for the New York area and for the United Kingdom. Prior to joining Citi, Jonathan worked at Barclays Private Bank and Merrill Lynch Wealth Management in London, also focusing on investment management.
Jonathan holds a BA Honours degree in Economics from the University of Nottingham.
The Private Bank serves our clients in North America from 25 locations across the US and Canada, providing a broad range of investment advice and strategies, as well as investment finance, banking and cash management, custody, trust services, and more.