Born 12/17/80 in Las Vegas, NV. Jonathan brings great passion in working with individuals and families, and takes a hands-on approach in ensuring that your comprehensive financial plan is properly designed and executed. He joined Sandhill in March of 2014 and was named Partner in January 2016.

Jonathan earned an MBA from The William E. Simon Graduate School of Business at the University of Rochester, and has a BS in Marketing from SUNY New Paltz, where he graduated with honors. He is a 15 year veteran of investments and financial services, and spent the majority of his career as Vice President at Citigroup in Corporate Bond Sales & Trading. At Citi, Jonathan advised 60 institutional clients – totaling over one trillion dollars of investable assets.

Jonathan currently serves as the Chair of the Convergence Council at the Albright Knox Art Gallery. Additionally, he is a Board Member of The BISON Children’s Scholarship Fund, Buffalo State College and Kenmore Mercy Foundations. Jonathan lives in Clarence with his wife, Rachel, and their three children.

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