Jonathan Fortin Email & Phone Number
Director Estate, Gift and Trust Tax
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Jonathan Fortin Location
- Richmond, VA, US
Jonathan Fortin Work
- 2020 -now Director Estate, Gift and Trust Tax @ Redpath and Company
- 2018 -2020 Tax Director @ Heritage Wealth Advisors
- 2014 -2017 Senior Tax Manager @
- 2010 -2014 Account Manager, VP @ The Ayco Company, L.P., a Goldman Sachs Company
- 2008 -2010 Vice President @
- 2003 -2008 Relationship Manager, Financial Planner, and Community Banker VP @ Wachovia Wealth Management
- 2000 -2002 Financial Advisor, VP @ Banknorth Investment Management Group
Jonathan Fortin Education
- Middlebury College
Bachelor of Arts (B.A.) (Political Science and Government)
- Western New England University School of Law
Juris Doctorate (Cum Laude)
Jonathan Fortin Skills
- Strategic Financial Planning
- Tax Law
- Retirement Planning
- Investments
- Investment Advisory
- Estate Planning
- Estate Tax Planning
- Life Insurance
- Compensation & Benefit
- Portfolio Management
- Wealth
- Wealth Management Services
- Financial Planning
- Finance
- High Net Worth Individuals
- Financial Advisory
- Insurance
- Investment Management
- Management
- Retirement
- Tax
- Wealth Management
- Tax Preparation
- Inheritance Tax Planning
- Tax Planning
- Tax Compliance
- Tax Research
- Estate Administration
- Estate Law
- Fiduciary Services
- Fiduciary Management
- Wealth Transfer
- Multi-generational wealth transfer
- Family Wealth Management
Jonathan Fortin Summary
- Jonathan Fortin, based in Richmond, VA, US, is currently a Director Estate, Gift and Trust Tax at Redpath and Company. Jonathan Fortin brings experience from previous roles at Heritage Wealth Advisors, Deloitte, The Ayco Company, L.P., a Goldman Sachs Company and SunTrust Bank. Jonathan Fortin holds a Bachelor of Arts (B.A.) in Political Science and Government @ Middlebury College. With a robust skill set that includes Strategic Financial Planning, Tax Law, Retirement Planning, Investments, Investment Advisory and more. Jonathan Fortin has 3 emails and 3 mobile phone numbers on RocketReach.
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