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As a portfolio manager Jonathan is responsible for management of our mutual fund asset allocation portfolios.ÃÂ Additionally he supports research and analysis within our fixed income investment process.
Prior to joining S&T Wealth Management Group he was employed with PNC Capital Markets and Federated Investors. Jonathan earned a Bachelors degree in Accounting with a minor in Finance from St Vincentâââ"¢s College. He holds both a Series 7 and 63 securities license and is enrolled in the Chartered Financial Analyst (CFA) program. | 