Jonathan serves as Managing Director, Head of Investment Research & Strategy at Geller Advisors. Jonathan’s responsibilities include providing investment manager oversight and due diligence, as well as asset allocation research and portfolio construction for the firm’s ultra-high-net-worth clients. Jonathan sources traditional investment strategies along with hedge funds and the firm’s venture capital managers. He has 20 years of experience in the wealth management industry focused on high-net-worth investors. Prior to joining Geller Advisors in 2009, he served as a Research Analyst at Fortigent where he conducted due diligence research on international, emerging market, and domestic