Jonathan Rosner BW 3

Jonathan Rosner

WEALTH MANAGER

As an adviser to his clients, Jonathan emphasizes the importance of connecting with individuals at a personal level, understanding their unique goals and objectives, and providing them with assistance that meets their specific needs. Jonathan develops tailored service offerings for clients with a holistic approach that enables him to implement comprehensive investment and financial planning solutions. He additionally works with clients in defining streamlined strategies. In developing these strategies, Jonathan quarterbacks client affairs and coordinates efforts with accountants, estate planning attorneys, and other essential centers of influence that are integral to the plan.

Prior to joining Goldman Sachs, Jonathan gained experience on the investment side of the industry during the first six years of his career. As an institutional investment consultant he performed manager due diligence across all asset classes to identify strategic opportunities and top tier managers. Upon moving to the DC area in 2010, he joined a separate firm where he worked directly with the U.S. Chief Investment Strategist. Jonathan analyzed trends in global economics, fiscal policy, monetary policy and capital markets to generate tactical investment ideas and the "house view" for the global branches. After laying a foundation of investment-based knowledge, Jonathan found his passion in helping and working directly with clients as an adviser in 2014. During this time, he gained experience as a financial planner with specific strengths in executive compensation, concentrated stock positions, and retirement planning.

Jonathan graduated with a Bachelor of Business Administration with a focus in finance from Emory University's Goizueta Business school. Outside of work, he enjoys playing sports, cooking, and spending time with family. As a Cleveland native, Jonathan is an avid fan of the Cavs, Indians and Browns.