Jonathan Straus Email & Phone Number
Founding Principal, Portfolio Manager @ Commons Capital
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Jonathan Straus Location
- Boston, MA, US
Jonathan Straus Work
- 2009 -now Founding Principal, Portfolio Manager @
- 2006 -2009 Portfolio Manager, Financial Advisor @
- 2004 -2006 Portfolio Manager, Financial Advisor @
- 2001 -2004 Portfolio Manager, Financial Advisor @
- 1998 -2001 Senior Client Associate @ Tucker Anthony
- 1996 -1998 Client Associate @
Jonathan Straus Education
- University of Hartford
Marketing (Economics, Finance)
1991-1995
Jonathan Straus Skills
- Company Stock Options
- Estate Planning
- Portfolio Management
- Financial Advisory
- Securities
- Educational Planning
- Banking
- Investments
- Asset Management
- Risk Management
- Trust Services
- Series 7
- Disability Insurance
- Gifts
- Wealth
- Retirement Planning
- Wealth Management
- Mutual Funds
- Wealth Management Services
- Philanthropic Gifting
Jonathan Straus Summary
- Jonathan Straus, based in Boston, MA, US, is currently a Founding Principal, Portfolio Manager at Commons Capital. Jonathan Straus brings experience from previous roles at Merrill Lynch, Advest, Inc., RBC Wealth Management and Tucker Anthony. Jonathan Straus holds a 1991 - 1995 Marketing in Economics, Finance @ University of Hartford. With a robust skill set that includes Company Stock Options, Estate Planning, Portfolio Management, Financial Advisory, Securities and more. Jonathan Straus has 2 emails and 1 mobile phone numbers on RocketReach.
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