Jonathan Lipshutz Location
Wellesley, MA, US
Jonathan Lipshutz Work
- 2023 - now Associate Advisor @ Savant Wealth Management
- 2022 - 2023 Financial Planning Analyst @ The Relaxing Retirement Coach
- 2018 - 2021 Trust Administrator @ Cambridge Trust Company
- 2016 - 2018 Structured Finance Analyst @ U.S. Bank
- 2016 - 2016 Compliance Analyst @ State Street
- 2015 - 2015 Financial Planning Intern @ Fingerlakes Wealth Management
- 2014 - 2015 Sports Intern @ SLL Sports Management
- 2014 - 2014 Accounting and Finance Intern @ DXL Group
- 2013 - 2013 Intern @ Seegel Lipshutz Lo & Martin, LLP, Attorneys At Law
- 2012 - 2012 Junior Mentor @ Brae Burn Country Club
Jonathan Lipshutz Education
- Ithaca College
Accounting (B.S.) (Accounting and Business/Management)
2013 - 2015 - Gettysburg College
(Psychology)
2011 - 2013 - Cannon Financial Institute
(Cannon Trust School)
2019 - 2021
Jonathan Lipshutz Summary
Jonathan Lipshutz, based in Wellesley, MA, US, is currently a Associate Advisor at Savant Wealth Management. Jonathan Lipshutz brings experience from previous roles at The Relaxing Retirement Coach, Cambridge Trust Company, U.S. Bank and State Street. Jonathan Lipshutz holds a 2013 - 2015 Accounting (B.S.) in Accounting and Business/Management @ Ithaca College. Jonathan Lipshutz has 1 emails on RocketReach.
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