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Jonathan Hodge

Senior Vice President Investments Senior Portfolio Manager Endowment & Foundation Consultant

Jonathan Hodge is an experienced financial advisor with a B.S. in economics from Boston University. With over 15 years in the industry, he excels at helping clients manage their capital effectively. Jonathan believes in guiding clients towards making decisions that secure their financial futures and legacies. He is actively involved in trading/execution, investment research, and overseeing team activities. Currently based in Los Angeles, he cherishes spending time with his daughters, Amalia and Elsie. Jonathan's professional journey includes roles like First Vice President and Senior Portfolio Manager at UBS Financial Services Inc., as well as VP and Senior Portfolio Manager at Bear Stearns & Company.

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Location

Greater Los Angeles Area