Jonathan (JJ) services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and overall performance monitoring. JJ is also a member of the firm’s Vendor Oversight Committee. Prior to joining the firm in 2016, JJ was a Senior Investment Analyst at Willis Towers Watson. He previously held positions at Morningstar and Putnam Investments. JJ received a BS in Business Management from Bentley University and is a member of the Bentley University Alumni Committee. He volunteers with youth sports and youth mentorship and in his free time stays active with weight lifting, flag football and basketball and enjoys movies and cooking.