Jonathan Satovsky, a multi-talented entrepreneur and financial expert, has been helping people tackle challenges and achieve their dreams for over 25 years. With a passion for lifelong learning, Jonathan has established a successful career rooted in immersive research, continued education, and client service. As the CEO and Chief Behavioral Coach of Satovsky Asset Management (SAM), Jonathan is wholeheartedly committed to providing leadership, coaching, advanced financial planning, and oversight across client relationships and business operations.

Before becoming the founder of SAM in 2007, Jonathan spent 13 years at American Express Financial Advisors. During this time, he was recognized as one of the youngest top 10 advisors and built a strong foundation around building financial plans and investment portfolios for both institutions and individuals while maintaining a deep-seated commitment to serving their best interests.

With multiple certifications under his belt, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Investment Management Analyst (CIMA®), and Certified Private Wealth Advisor (CPWA®), Jonathan's expertise in the financial industry is top-notch. Additionally, Jonathan is a graduate of the University of Michigan and studied private wealth management at The Wharton School, which speaks to his continuing education and commitment to lifelong learning.

Jonathan is known not only for his professionalism and expertise in the financial industry but also for his creativity and entrepreneurial spirit. He is always looking for new solutions to give his team and clients the best probability of sustainable success.