Jonathan has 25 years of investment management experience, exclusively managing assets for high net worth families. He oversees the TAG client experience and business development efforts. Jonathan serves as portfolio manager to client accounts and conducts investment manager due diligence. He helps TAG portfolio management clients and their advisors integrate all aspects of their personal financial life, including investments, estate, insurance, and income tax planning. Jonathan has a deep background in private equity manager selection as well as direct co-investment diligence. Jonathan is on the Advisory Board of the Ultra High Net Worth Institute. Jonathan joined TAG in 2012 from Palisades Hudson Financial Group, where he served as Chief Investment Officer, overseeing strategy and management of client investment portfolios and chairing the investment committee. Jonathan formerly served as a Director of Career Gear, a Public charity that provides programming, services and business attire to disadvantaged men. He is past Chairman of The Wisconsin Business Alumni Board of the Wisconsin School of Business. He is a member of TAG’s Investment Committee.