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Operations Associate

Montecito Office: 805.969.5670

Jonathan’s responsibilities include a variety of operational responsibilities including initiating money movements, account opening and ongoing administration, and assisting with client reporting. Prior to joining Manchester Capital in 2017, Jonathan was an Investment Operations Specialist at Mercer Global Advisors, where his responsibilities included reviewing and processing money movements and transfers, account maintenance, and preparing investment policy statements. Before Mercer Global Advisors, Jonathan worked as a Support Specialist for people with special needs in his community, and worked in the hospitality industry for Hilton Hotels. Jonathan earned his B.A. in Psychology from the University of California, Santa Barbara and has A.A. degrees in Mathematics and Natural Science from Mount San Antonio College. Outside of work, Jonathan enjoys playing poker, snowboarding, mixed martial arts, mixology, and spending time with family and friends.