Jonathan Rosner Email & Phone Number

After growing up in the great city of Cleveland, I graduated from Emory University's Goizueta Business School. I subsequently began my career in finance on the investment side of the industry where I provided institutional clients with manager due diligence across all asset classes. I moved to the DC area in 2010 and shifted to a market analyst role, producing global capital markets guidance as well as high conviction investment solutions.Given my passion for connecting with individuals on a personal level and background in investments, I seized the opportunity to become a wealth advisor. In my practice, I have been advising high net worth individuals with a holistic approach for over a decade. Specifically, I develop a tailored service offering for my clients that includes implementing comprehensive investment and financial planning solutions based on a client's unique goals and objectives. Working with clients to build their futures, identify opportunities, and avoid the pitfalls that come with wealth accumulation is paramount.Feel free to email me at jonathan.rosner@tritonpointwealth.com or call me on my cell at 440-221-2754 if I can assist you.

Listed skills include Investments, Investment Management, Capital Markets, Equities, and 14 others.