Jonathan Sweet

Jonathan Sweet is a seasoned professional with a strong background in wealth management.

He has a Bachelor's degree in Comparative Literature from Columbia University and completed his High School Diploma from St. Paul's School.

Jonathan has held key positions in various organizations, including Managing Director at Syntax Advisors, Vice President at Womack Wealth Management, Vice President- Investment Advisory at OneWest Bank, Managing Director at Boxwood Strategic Advisors/New York Private Finance, Vice President at Bank of Telluride, Senior Advisor at Wells Fargo, and Senior Vice President at Merrill Lynch.

His expertise lies in developing and executing tailored wealth management solutions for RIAs, family offices, and institutions using Stratified portfolios and Stratified Indices.

Jonathan Sweet's diverse experience across different financial institutions adds depth to his wealth management capabilities, making him a valuable asset in the industry.