Jonathan Bergman Email & Phone Number
Founder and Co-CEO @ Collaborative Capital Advisors
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Jonathan Bergman Location
- New York, NY, US
Jonathan Bergman Work
- Founder and Co-CEO @ (August 2025 - Present)
- Advisory Board Member @ (March 2021 - Present)
- Advisor @ (February 2025 - Present)
- President @ (March 2019 - August 2025)
- Managing Director @ (July 2012 - March 2019)
- Board Director @ (January 2014 - August 2018)
- Chair and Board Member @ (February 2008 - December 2012)
- Chief Investment Officer and Vice President @ (June 1997 - July 2012)
Jonathan Bergman Education
- Wisconsin School of Business 1994-1997
Jonathan Bergman Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Charitable Giving Strategies
- Equities
- Estate Planning
- Etfs
- Family Office
- Finance
- Financial Advisory
- Financial Oversight
- Financial Planning
- Fixed Income
- Fund Of Funds
- Hedge Funds
- High Net Worth Individuals
- Income Tax
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Mutual Funds
- Portfolio Management
- Private Equity
- Private Wealth Management
- Retirement Planning
- Securities
- Strategic Financial Planning
- Strategy
- Wealth Management
- Wealth Management Services
- Charitable Giving
- Strategic Financial
- Private Wealth
- Team Building
- Business Development
- Public Speaking
- Financial Modeling
- High Net Worth
Jonathan Bergman Summary
- Jonathan Bergman, based in New York, NY, US, is currently a Founder and Co-CEO at Collaborative Capital Advisors. Jonathan Bergman brings experience from previous roles at The UHNW Institute, MissionOG and TAG Associates. Jonathan Bergman holds a 1994 - 1997 Wisconsin School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Charitable Giving Strategies and more. Jonathan Bergman has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Collaborative Capital Advisors Employees
Jonathan Barbato
Deputy Chief Investment Officer
New York, NY, US
Michael Moriarty
Chief Investment Officer
New York, NY, US
Jonathan Bergman
Founder and Co-CEO
New York, NY, US
Nathan Romano
Founder and Co-CEO
New York, NY, US
Jamie Grossman
Chief Operating Officer
New York, NY, US
Dominic Zaleski
Operations Analyst
New York, NY, US
Andrew Niemoeller
Financial Advisor
New York, NY, US
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