Jonathan is a Senior Vice President and founding partner of The Leopold Group at Morgan Stanley with over 32 years of investment experience. During this time, he has had a focus on seeking to create income replacement strategies for people transitioning from the workforce to a retirement setting. ...more

Jonathan is a Senior Vice President and founding partner of The Leopold Group at Morgan Stanley with over 32 years of investment experience. During this time, he has had a focus on seeking to create income replacement strategies for people transitioning from the workforce to a retirement setting. Jonathan believes that every client relationship is unique and has its own set of challenges. A customized strategy that is specifically designed with the individual in mind is paramount to a successful relationship. There are no one size fits all solutions when discussing finances. NMLS#1275695less