Jonathan uses his legal, tax, accounting and financial training to the benefit of his clients and colleagues. He is particularly adept at the quick sourcing and assimilating of complex information and using it to develop strategic and innovative solutions.

Prior to joining CI BDF Private Wealth, Jonathan was a member of RSM’s Mergers and Acquisitions Tax Practice. His professional experience includes serving both publicly-traded and closely-held clients on federal and international tax matters. Jonathan’s practice focused on mergers and acquisitions due diligence, international tax planning and structuring, migration of intellectual property rights, change in control attribute analysis, and stock basis and earnings and profits studies.

Jonathan received a JD and an LLM in Taxation from the University of San Diego and double-majored in History and Economics at the University of Washington. Jonathan is a Certified Public Accountant, licensed attorney, and Chartered Financial Analyst® charterholder. 

If you need the peace of mind that comes from knowing an astute financial advisor has developed a plan for you and is managing your investments, contact Jonathan.