Jonathan FarahJonathan Farah

Investment Specialist

Jonathan Farah serves as the team’s senior investment analyst and is responsible for data analytics for clients’ investment portfolios, equity and fixed income trading, and daily monitoring of capital markets including account oversight. He conducts equity and fixed income research and assists with the construction of clients’ goal-based-financial plans. He is a Series 7 and 66 licensed professional. Jonathan is a graduate of Boston College’s Carroll School of Management where he earned a B.S. degree in Business Management with a concentration in Finance. He was a three-time Florida swimming state champion, Division-1 college student-athlete, as well as a member of the Trinidad and Tobago national swim team. He is fluent in Spanish.