Jonathan Camarda, CFA

Jonathan clearly is very passionate about advanced wealth knowledge. He's specialized in building and preserving wealth for families and businesses since 1993. His experience in portfolio management, equity and bond markets, advanced estate planning for high net worth families, global macro analysis, alternative assets/hedge funds, and technical and fundamental analysis has earned him a respected role as "quarterback" for clients and their wealth teams of CPA's, attorneys, and other core advisors.

Among his many designations, he's completed all three "gold standard" portfolio management programs, the Chartered Financial Analyst® (CFA®), Chartered Market Technician® (CMT®) and the Certified Investment Management Analyst® (CIMA®), as well as the CFP® and advanced Certified Private Wealth Advisor (CPWA®).