Jonathan Williams Email & Phone Number

Miami, Fl, Us

New York, New York, Us

Masttro is a global wealth intelligence platform delivering the most comprehensive and interactive views of total net worth. With a real-time, customizable view of the complete balance sheet, Masttro gives the information and unique insights needed to drive value and protect the total estate. Its intuitive interface makes the complex simple.By connecting the entire wealth ecosystem, Masttro provides a single source of trusted information for our clients to rely on. The platform provides financial data aggregation; advanced investment reporting and analytics; estate mapping tools; contact and digital document management; integrated general ledger; encrypted communication portal; portfolio management tools; the automation of front-to-back-office operations, and more – all protected by its advanced, military-grade security framework. All the details are in one place—from a big-picture view of the estate down to the most granular details. Our global team empowers UHNWI, Family Offices, Wealth Managers, Investment Managers, Advisors, and Financial Institutions across 26 countries with offices in Switzerland, the U.S., Mexico, and Chile.

Scottsdale, Az, Us

Chicago, Illinois , Us

Researched and analyzed financial information for portfolio implementation, wrote reports and monitored client portfolios. Assisted in identifying and making presentations to prospective clients.• Part of Portfolio Management Team with over $15 billion in AUM with client base of family offices and UHNW individuals.• Participated in capital raise of $3 Billion over 3-year period creating over 100% portfolio growth.• Prepared all materials and led prospective client meetings.• Researched and implemented investment themes based upon market environment and opportunities.• Outperformed benchmark by 4% annualized over 3-year period.• Increased group revenue by at least 14% year/year.

Chicago, Illinois, Us