- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
In his role as an Associate Portfolio Advisor, Jonah develops, recommends, and implements customized investment portfolios for his clients that are tailored to their unique financial goals and are optimized to reflect Northern Trust's outlook for the economy and markets. He partners with investment, fiduciary, and lending professionals to deliver comprehensive wealth management solutions. Jonah also delivers Northern Trust’s financial literacy curriculum to young adults and the intellectually-curious of all ages.
Experience
Jonah began his career at Northern Trust in 2020 at the firm’s global headquarters in Chicago. He joined the Wealth Management team in Milwaukee in 2023.
Interests
Jonah lives in downtown Milwaukee with his wife and their Golden Retriever, Ella. He enjoys traveling and staying active, playing sports such as basketball and golf.
Joined Northern Trust
2020
Education
Jonah holds a Bachelors of Science degree in Finance with a minor in Economics from the University of Wisconsin – Parkside.
Credentials
Jonah holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute, and the CFA Society of Milwaukee.
Milwaukee
Cash Services Unavailable | ATM Available inside the lobby*
526 East Wisconsin Avenue
Milwaukee, Wisconsin 53202