Jonathan Fischer Email & Phone Number

Senior Family Advisor @ Walton Enterprises

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Jonathan Fischer Location

Denver, CO, US

Jonathan Fischer Work

Senior Family Advisor @ (June 2025 - Present)
Family Advisor @ (June 2019 - June 2025)
Associate @ (January 2018 - January 2019)
Analyst @ (January 2016 - January 2018)
Financial Analyst @ (January 2014 - January 2016)
Volunteer Representative @ (January 2008 - January 2010)

Jonathan Fischer Education

Yale School of Management
Executive Education Program (Wealth Management Theory & Practice)
2025
Brigham Young University
Bachelor of Science (Finance - Emphasis in Asset Management)

Jonathan Fischer Skills

Ad Hoc Reporting
Analytical Skills
Asset Allocation
Asset Management
Attention to Detail
Balance Sheet Review
Budget Management
Business Advisory
Business Process Improvement
Business Relationship Management
Cash Flow
Cash Flow Forecasting
Cash Flow Management
Cash Management
Charitable Gift Planning
Client Confidentiality
Client Presentation
Client Relations
Client Service
Client-oriented
Collaborative Problem Solving
Communication
Cross-departmental Communication
Cross-departmental Coordination
Cross-functional Team Leadership
Customer Relationship Management (CRM)
Customer Service
Data Analysis
Donor Advised Funds
Emotional Intelligence
Estate Planning
Estate Tax Planning
Executive-level Communication
Family Office
Family Wealth Management
Finance
Financial Advisory
Financial Analysis
Financial Modeling
Financial Planning
Financial Reporting
HNW
High-Net-Worth Individuals (HNWI)
Investment Advisory
Investment Advisory Services
Investment Management
Investment Performance
Investment Portfolios
Investments
Leadership
Microsoft Excel
Multi-generational Planning
Multi-generational wealth transfer
Oral Communication
Organization Skills
People Management
Performance Reporting
Philanthropy
Portfolio Management
Portuguese
PowerPoint
Presentations
Private Equity
Private Investment
Private Wealth Management
Problem Solving
Project Coordination
Project Management
Relationship Building
Risk Management
Strategic Financial Management
Strategic Initiatives
Strategic Planning
Strategic Thinking
Tax Planning
Team Leadership
Team Management
Teamwork
Wealth Management
Wealth Management Services
Wealth Preservation
Wealth Transfer
Working Capital Management
Customer Relations
Public Speaking
Capital IQ
Bloomberg
Microsoft Office
Microsoft Word
Bloomberg Terminal
Valuation Modeling
Research
People Oriented
Organizational Leadership
Analysis
Management

Jonathan Fischer Summary

Jonathan Fischer, based in Denver, CO, US, is currently a Senior Family Advisor at Walton Enterprises. Jonathan Fischer brings experience from previous roles at Walton Enterprises, ICONIQ Capital and Goldman Sachs. Jonathan Fischer holds a Executive Education Program in Wealth Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Ad Hoc Reporting, Analytical Skills, Asset Allocation, Asset Management, Attention to Detail and more. Jonathan Fischer has 1 emails and 2 mobile phone numbers on RocketReach.