Jonathan Steele Email & Phone Number
Founder + CIO @ One Wealth Advisors
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Jonathan Steele Location
- California, United States
Jonathan Steele Work
- Founder + CIO @ (September 2015 - Present)
- Founder + CIO at One Wealth Advisors @ (September 2015 - Present)
- Investor @ Flour and Water (January 2008 - Present)
- Advisory Board Member @ (January 2014 - January 2020)
- Guest Lecturer @ Hult International Business School (February 2018 - April 2018)
- Guest Lecturer @ Hult International Business School (October 2017 - February 2018)
- Executive Director @ (December 1997 - September 2015)
Jonathan Steele Education
- Temple University
Bachelor of Business Administration (BBA) (Economics)
1994-1997 - CFA Institute
Jonathan Steele Skills
- Asset Allocation
- Asset Management
- Behavioral Finance
- Comprehensive Wealth Management
- Investment Strategies
Jonathan Steele Summary
- Jonathan Steele, based in California, United States, is currently a Founder + CIO at One Wealth Advisors. Jonathan Steele brings experience from previous roles at One Wealth Advisors, Flour and Water, Santa Clara Vanguard and Hult International Business School. Jonathan Steele holds a 1994 - 1997 Bachelor of Business Administration (BBA) in Economics @ Temple University. With a robust skill set that includes Asset Allocation, Asset Management, Behavioral Finance, Comprehensive Wealth Management, Investment Strategies and more. Jonathan Steele has 4 emails and 1 mobile phone numbers on RocketReach.
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