Managing Director, Senior Investment Advisor

Jonathan works with Green Square families and private foundations to implement and maintain investment strategies, delivering customized services, reporting and communication based on client needs.  He also organizes new relationships, working with clients to determine suitable asset allocations and ensuring execution.  He joined Green Square in 2016 after working as a Senior Buyer for AMCOR. Previously, he was with First Tennessee Capital Markets, working as a Vice President, providing fixed income securities to institutional clients and municipalities.  Jonathan received both his Bachelor of Accountancy and Masters of Business Administration from the University of Mississippi.  He has passed both the Series 52 and Series 65.

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