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    Jonathan Wolf

    President & CEO - Wealth & Asset Management - Kellogg, Bernstein, and BBVA Alumnus - Global HNW & UHNW Strategic Advisor - Affluent Product Expert - Impact Investor - Arts

    Jonathan Wolf is a seasoned wealth management and financial services executive with extensive experience in the industry. He currently serves as the Partner, President, & CEO of Wealth Management Consulting and Co-Head of the Fiduciary Services Practice at Marathon Wealth & Asset Management.

    Career Highlights

    • Current Roles: Partner, President, & CEO of Wealth Management Consulting; Co-Head of Fiduciary Services Practice at Marathon Wealth & Asset Management
    • Previous Positions:
      • CEO of Broadway Wealth Solutions Inc. (2018-2020)1
      • EVP, Wealth & Asset Management Line of Business Leader at Broadway Bank (2017-2020)1
      • Principal & Portfolio Manager at St. Johns IMC (2014-2017)1
      • President of BBVA Wealth Solutions (2010-2014)1

    Education

    Jonathan Wolf holds multiple advanced degrees:

    • MBA from Northwestern University's Kellogg School of Management1
    • Master of Science degrees from the University of Colorado Denver and University of Houston-Clear Lake1
    • Bachelor of Business Administration from the University of Houston's C.T. Bauer College of Business1

    Expertise

    Wolf has demonstrated expertise in:

    • Wealth management strategies for high-net-worth individuals
    • Financial services leadership
    • Strategic planning and business development
    • Portfolio management and investment analysis

    His diverse background in various financial institutions has given him a comprehensive understanding of the wealth management industry.

    Highlights

    Feb 7 · blackstone.com
    Our People - Blackstone
    Jan 1 · advisor.ml.com
    Jonathan Wolfe - Financial Advisor in Greenwich, CT 06830 | Merrill
    Jonathan Wolfe - Financial Advisor in Greenwich, CT 06830 | Merrill
    Jonathan Wolfe | Morgan Stanley Wealth Management
    Jonathan Wolfe | Morgan Stanley Wealth Management

    Related Questions

    What are Jonathan Wolf's main responsibilities at Marathon Wealth & Asset Management?
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    What specific services does Jonathan Wolf offer to high net worth families?
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    Jonathan Wolf
    Jonathan Wolf, photo 1
    Jonathan Wolf, photo 2
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    Location

    Houston, Texas, United States