Jonathan Straub's Location
Los Angeles, CA, US
Jonathan Straub's Work
- Co-Founder + Principal @ AdvicePeriod
- Advisory Board Member and Investor @ Vanilla
- Advisory Board Member and Investor @ Wellesley Asset Management, Inc.
- Advisory Board Member and Investor @ Betterment
- Advisory Board Member @ Charles Schwab
- Investor (acquired by Vanguard in 2021) @ Just Invest, LLC
- Investor (Acquired by Orion in 2019) @ Advizr
- Investor (Acquired by Plaid in 2019) @ Quovo
- Managing Director @ Convergent Wealth Advisors
- Principal @ DeltaTech Partners
Jonathan Straub's Education
- Boston College
Bachelor of Science (B.S.) (Finance)
1995 - 1999 - Suffolk University Law School
Juris Doctor (Law)
1999 - 2002
Jonathan Straub's Skills
- Strategic Leadership
- Business Strategy
- Technology Transfer
- Hedge Funds
- Alternative Investments
- Wealth Management
- Venture Capital
- FinTech
- Digital Strategy
- Equities
Jonathan Straub's Summary
Jonathan Straub, based in Los Angeles, CA, US, is currently a Co-Founder + Principal at AdvicePeriod, bringing experience from previous roles at Vanilla, Wellesley Asset Management, Inc., Betterment and Charles Schwab. Jonathan Straub holds a 1995 - 1999 Bachelor of Science (B.S.) in Finance @ Boston College. With a robust skill set that includes Strategic Leadership, Business Strategy, Technology Transfer, Hedge Funds, Alternative Investments and more, Jonathan Straub contributes valuable insights to the industry. Jonathan Straub has 3 emails and 1 mobile phone number on RocketReach.
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