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 - December 2010)
- Financial Analyst @ (January 2014 - December 2016)
- Volunteer Representative @ (January 2008 - January 2010)
Jonathan Fischer Education
- Yale School of Management
Executive Education Program (Wealth Management Theory & Practice)
2025-2025 - Brigham Young University
Bachelor of Science (Finance - Emphasis in Asset Management)
Jonathan Fischer Skills
- Leadership
- PowerPoint
- Customer Relations
- Public Speaking
- Capital IQ
- Financial Modeling
- Data Analysis
- Bloomberg
- Team Management
- Team Leadership
- Microsoft Office
- Microsoft Word
- Bloomberg Terminal
- Risk Management
- Microsoft Excel
- Customer Service
- Financial Analysis
- Portuguese
- Valuation Modeling
- Research
- People Oriented
- Organizational Leadership
- Client Service
- Analysis
- Investments
- Asset Management
- Investment Management
- Portfolio Management
- Management
- Finance
- Project Management
- Organization Skills
- Business Relationship 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 2025 - 2025 Executive Education Program in Wealth Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Leadership, PowerPoint, Customer Relations, Public Speaking, Capital IQ and more. Jonathan Fischer has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Walton Enterprises Employees
Amanda Williams
Senior Manager of Talent Acquisition at Private Family Office
Bentonville, AR, US
Janet Palmer
Director
Bentonville, AR, US
Joe Williams
Political Director
New York, NY, US
Lisa Collins
Director - Insurance and Risk Management
Bentonville, AR, US
Diana Gibson
Managing Director
United States
Catherine Garner
Head of Technology
Bentonville, AR, US
Brook Ellis
Director of Cybersecurity
Bentonville, AR, US
Rupal Poltack
CEO and President
United States
Sean Evans
President and General Counsel
Bentonville, AR, US
Micah Bell
Director Infrastructure Operations
Rogers, AR, US
Aaron Beard
Senior Analyst
Bentonville, AR, US
Karen Reppy
Project Manager
Bentonville, AR, US
Tonya Keller
Senior Director I, Total Rewards Communication Strategy and Delivery
Fayetteville, AR, US
Theresa Schnelle
Director Total Rewards
Kansas City, MO, US
Matt Bosch
Chief Operating Officer
New York, NY, US
Ross Wittenburg
Controller
Bentonville, AR, US
Laura Fiemann
Director, Philanthropic Real Estate
Bentonville, AR, US
Jon Eppolito
Investment Director
Washington, DC, US
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