Jonathan serves as Principal and Equity Portfolio Manager at Palladium. His functions include investment selection, asset allocation, and trading. Prior to Palladium he worked for 9 years in financial analysis capacities at Fortune 500 companies. Locally, he spent 6 years at the corporate headquarters of Dollar Tree Stores as a Financial and Real-Estate Analyst. He is an alumnus of James Madison University with a BBA in Finance and earned the Charted Financial Analyst® designation in 2009.
Jonathan resides in Virginia Beach and enjoys international travel, golfing, and boating.