Jonathan Straub Email & Phone Number
Co-Founder (Acquired by Mariner in 2021) @ AdvicePeriod
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Jonathan Straub Location
- Los Angeles, CA, US
Jonathan Straub Work
- Co-Founder (Acquired by Mariner in 2021) @ (January 2014 - Present)
- Co-Founder and Advisory Board Member @ (January 2019 - Present)
- Investor and Advisory Board Member @ (January 2021 - Present)
- Investor @ (January 2023 - Present)
- Investor @ (February 2024 - Present)
- Investor (Acquired by Vanguard in 2026) @ (January 2022 - Present)
- Investor and Advisory Board Member @ (January 2014 - January 2024)
- Advisory Board Member @ (January 2018 - January 2021)
- Investor (acquired by Vanguard in 2021) @ (January 2018 - January 2021)
- Investor (Acquired by Orion in 2019) @ (January 2015 - December 2019)
- Investor (Acquired by Plaid in 2019) @ (January 2014 - January 2019)
- Managing Director @ Convergent Wealth Advisors (January 2004 - January 2014)
- Principal @ DeltaTech Partners (January 2002 - January 2004)
Jonathan Straub Education
- Suffolk University Law School
Juris Doctor (Law)
1999-2002 - Boston College
Bachelor of Science (B.S.) (Finance)
1995-1999
Jonathan Straub Skills
- Strategic Leadership
- Business Strategy
- Technology Transfer
- Hedge Funds
- Alternative Investments
- Wealth Management
- Venture Capital
- FinTech
- Digital Strategy
- Equities
- Asset Allocation
- Asset Management
- Financial Analysis
- Investment Management
- Investments
- Financial Services
- Management
- Mutual Funds
- Portfolio Management
- Private Equity
Jonathan Straub Summary
- Jonathan Straub, based in Los Angeles, CA, US, is currently a Co-Founder (Acquired by Mariner in 2021) at AdvicePeriod. Jonathan Straub brings experience from previous roles at Vanilla, Wellesley Asset Management, Inc., Knowbl and Pronto Housing. Jonathan Straub holds a 1999 - 2002 Juris Doctor in Law @ Suffolk University Law School. With a robust skill set that includes Strategic Leadership, Business Strategy, Technology Transfer, Hedge Funds, Alternative Investments and more. Jonathan Straub has 2 emails and 2 mobile phone numbers on RocketReach.
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