Jonathan Straub Email & Phone Number
Co-Founder @ AdvicePeriod
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Jonathan Straub Location
- Los Angeles, CA, US
Jonathan Straub Work
- 2014 -now Co-Founder @
- 2022 -now Investor @
- 2019 -now Co-Founder and Advisory Board Member @
- 2021 -now Investor and Advisory Board Member @
- 2023 -now Investor @
- 2024 -now Investor @
- 2014 -2024 Investor and Advisory Board Member @
- 2018 -2021 Advisory Board Member @
- 2018 -2021 Investor (acquired by Vanguard in 2021) @
- 2015 -2019 Investor (Acquired by Orion in 2019) @
- 2014 -2019 Investor (Acquired by Plaid in 2019) @
- 2004 -2014 Managing Director @ Convergent Wealth Advisors
- 2002 -2004 Principal @ DeltaTech Partners
Jonathan Straub Education
- Suffolk University Law School
Juris Doctor (Juris Doctor, Law)
1999-2002 - Boston College
Bachelor of Science (B.S.) (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 at AdvicePeriod. Jonathan Straub brings experience from previous roles at Altruist, Vanilla, Wellesley Asset Management, Inc. and Knowbl. Jonathan Straub holds a 1999 - 2002 Juris Doctor in Juris Doctor, 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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