Jonathan L. Edwards, CFA®

Senior Vice President Investment Manager II - Reserve

As an Investment Manager, Jonathan works directly with high-net-worth families and advisors to create a comprehensive financial strategy using planning, estate and tax strategies*, credit, and investment solutions to address their immediate and future goals. He follows a disciplined process of assessing client’s financial situation, determining risk tolerance, forming and executing an appropriate investment strategy, and regular portfolio rebalancing in order to address their goals. Jonathan works with the next generation to educate on investment strategies and financial literacy. Jonathan is passionate about building strong relationships with his clients to fully understand their goals.