Jonathan is the Founding Principal of Commons Capital. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America three of them by way of acquisition.
Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals, multigenerational families, businesses and institutions. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy.
For the last 13 consecutive years, Jonathan received the Boston Magazine FIVE STAR Wealth Manager Award for Overall Satisfaction. Five Star Professional partnered with Boston Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than 3% of the 20,000 wealth managers in the Boston area were selected.
For the last 12 years, Jonathan was named to the Barron's Winners Circle Top Independent Advisors and invited to attend the annual conference. The Barron's Winner's Circle Top Independent Advisors Summit brings together the best in the business. It is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth management strategies.
Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City.
We were established on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important you.
We have created a dynamic organization offering effective, flexible, and visionary financial services to a select client base, transcending the capabilities and limitations of traditional firms.
We work across continents and across cultures, calling upon all that our distinctive team have learned and have lived, to create innovative and decisive possibilities with the certainty of action.
|Firm Start Year:||2009|
|No. of Employees:||5-9|
|Name of Custodial Firm:||Fidelity Institutional Wealth Services|
|States Licensed in:||SEC Registered|
|Number of Years with Current Firm:||14|
|Work Experience:||Jonathan has over 24 years of experience providing wealth management advice and services. He founded Commons Capital in 2009 based on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important -- you.|
|Work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations|
|Advisory Services Provided:||Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses|
|Investment Types:||Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Options & Futures, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Variable Annuity, Life, Health, Annuity, Accident|
|Firm's Number of Clients:||200|
|Firm's Number of Planning Clients:||150|
|Firm's Number of Managed Clients:||200|
|Assets Managed by Firm:||$240,000,000.00|
|Advisor's Number of Clients:||200|
|Advisor's Number of Managed Clients:||200|
|Advisor's Number of Planning Clients:||150|
|Assets Managed by Advisor:||$240,000,000.00|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000.00|
|Compensation Methods:||Based on Assets|
|Bachelor of Science and Business Administration - Marketing & Economics||University of Hartford
- West Hartford, CT
|Financial Planning for Individuals
Comprehensive financial planning is more than the active management of investments. It is more than the creation of a retirement plan and it goes well beyond routine analysis of a portfolio. It is the act of planning for, and prudently addressing life events. It addresses everything from running a business, to planning for a child's education, preparing for eventual retirement or creating a plan for your estate. It should also address potential events that can drastically alter your long-term financial security.
We believe in a long-term strategic approach to asset allocation with tactical adjustments as secular shifts occur in the financial markets. We tend to favor active versus passive management and strive to add value on a risk adjusted basis. Our basic tenets are global asset allocation, absolute returns, risk management and tax efficiency. We offer institutional-like managed portfolios constructed with individual securities spanning a wide range of investment objectives growth, growth and income, income, international, fixed income and multi-asset classes. Client's utilize one portfolio or a combination of many to meet their expected returns, long and short-term objectives and tolerance for risk.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||8:30 AM - 6:00 PM|
|Tue.||8:30 AM - 6:00 PM|
|Wed.||8:30 AM - 6:00 PM|
|Thu.||8:30 AM - 6:00 PM|
|Fri.||8:30 AM - 6:00 PM|
Boston Magazine FIVE Star Wealth Manager Award
Five Star Professional partnered with Boston Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than 3% of the 20,000 wealth managers in the Boston area were selected.
CFP®, CSRIC®, CLU®, ChFC®
GREEN FUTURE WEALTH MANAGEMENT
15 Years of ExperienceView Profile