Jonathan Fitzgerald Email & Phone Number
Managing Director, Founding Partner @ Alvarez & Marsal Private Wealth Partners
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Jonathan Fitzgerald Location
- Palm Beach, FL, US
Jonathan Fitzgerald Work
- 2024 -now Managing Director, Founding Partner @
- 2022 -2024 Director, Head of Domestic Wealth Planning, North America @
- 2020 -2022 National Director, Emerald Advisory Services @
- 2017 -2022 National Director of Estate and Trust Settlement Services @
- 2017 -2020 Regional Director of Wealth Strategies, Southeast U.S. @
- 2016 -2017 Director of Wealth and Fiduciary Planning, State of Florida @
- 2015 -2016 Vice President, Senior Private Client Advisor @
- 2011 -2013 Attorney @
- 2010 -2010 Associate Attorney @
- 2003 -2007 Senior Associate @
Jonathan Fitzgerald Education
- University of Florida - Fredric G. Levin College of Law
Juris Doctor (Law)
2007-2010 - University of Notre Dame
Bachelor of Business Administration (BBA) (Accounting/Political Science)
1999-2003 - Portsmouth Abbey School
High School Diploma
1997-1999
Jonathan Fitzgerald Skills
- SEC filings
- Financial Accounting
- Forensic Accounting
- Tax Law
- Corporate Law
- Legal Research
- Legal Writing
- Microsoft Office
- Microsoft Word
- PowerPoint
- Microsoft Excel
- Westlaw
- Research
- Public Speaking
- Commercial Litigation
- Business Analytics
- Strategy
- Leadership
- Estate Planning
- Financial Analysis
- Trusts
- Data Analysis
- R
Jonathan Fitzgerald Summary
- Jonathan Fitzgerald, based in Palm Beach, FL, US, is currently a Managing Director, Founding Partner at Alvarez & Marsal Private Wealth Partners. Jonathan Fitzgerald brings experience from previous roles at Citi and Wilmington Trust. Jonathan Fitzgerald holds a 2007 - 2010 Juris Doctor in Law @ University of Florida - Fredric G. Levin College of Law. With a robust skill set that includes SEC filings, Financial Accounting, Forensic Accounting, Tax Law, Corporate Law and more. Jonathan Fitzgerald has 3 emails and 4 mobile phone numbers on RocketReach.
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