Jonathan Wolf

Jonathan Wolf is a seasoned professional with a solid educational background and extensive experience in the field of wealth management and financial services.

He holds a Master of Business Administration (MBA) from Northwestern University's Kellogg School of Management, demonstrating his commitment to advanced business education.

With a strong focus on continuous learning, Wolf also obtained a Master of Science (M.S.) from the University of Colorado Denver and another M.S. from the University of Houston-Clear Lake.

His dedication to academic excellence is evident in his Bachelor of Business Administration (B.B.A.) from the University of Houston's C.T. Bauer College of Business.

Throughout his career, Jonathan Wolf has held several key positions in reputable organizations, highlighting his leadership and expertise.

Currently, he serves as the Partner, President, and CEO of Wealth Management Consulting, bringing his strategic vision to the firm's operations.

He also plays a crucial role as the Co-Head of the Fiduciary Services Practice at Marathon Wealth & Asset Management, showcasing his ability to manage complex financial services.

His previous roles at Marathon Wealth & Asset Management include being a Partner at Marathon Ventures and Marathon HMG, underlining his diverse skill set within the organization.

Prior to his tenure at Marathon Wealth & Asset Management, Wolf excelled as the Executive Vice President and Head of the Wealth Management Group at Broadway Bank.

At Broadway Bank, he further demonstrated his leadership capabilities by serving as the CEO of Broadway Wealth Solutions, Inc., solidifying his reputation in the wealth management industry.

Before his time at Broadway Bank, Jonathan Wolf held significant positions at St. Johns IMC, HeronsRock SCG, LLC, and BBVA, where he showcased his expertise in various strategic and executive roles.

His role as the President and CEO of HeronsRock SCG, LLC, further demonstrates his entrepreneurial spirit and ability to drive business growth.

Wolf's experience as the President, Chairman of the Management Committee, and Head of U.S. Strategic Initiatives at BBVA highlights his strategic acumen and leadership in the financial sector.

His background also includes leading U.S. Strategic Initiatives in the Office of the CEO and the Office of the Strategic Plan at BBVA, emphasizing his expertise in guiding high-level corporate strategies.