Jonathan is the President and CEO of Fusion Family Wealth. Behavioral finance is an important aspect of his business and he brings a fresh perspective and clarity on his work with clients. For more than two decades Jonathan has acted as a “trusted advisor to trusted advisors” with deep experience working with accounting and law firms on a wide array of financial services capabilities. Jonathan honed his extensive planning and technical skills during his tenure as a senior tax and estate planning specialist in the Tax and Family Wealth Planning division of a “Big 6” accounting firm from 1992 to 1996. He has held a series of wealth management positions in the financial services industry. In re