Jonathan’s background encompasses portfolio risk management and trust accounting. Previously, he served as a Senior Associate at Sofi Limited, where he has managed client accounts across various platforms. He brings a keen eye for market analysis and risk monitoring to ensure informed investment decisions.

Prior to that, Jonathan honed his client service skills at International Advisors Inc. He adeptly managed client inquiries, account administration, and regulatory compliance. His experience extends to financial analysis, research, and report generation, ensuring clients receive well-rounded financial guidance.

At Concorde Bank, Jonathan is dedicated to leveraging his expertise to deliver exceptional service and navigate complex financial landscapes for our valued clients through effective portfolio analysis and risk management.