Jonathan clearly is very passionate about advanced wealth knowledge. He’s specialized in building and preserving wealth for families and businesses since 1993.
His experience in portfolio management, equity and bond markets, advanced estate planning for high net worth families, global macro analysis, alternative assets/hedge funds, and technical and fundamental analysis has earned him a respected role as “quarterback” for clients and their wealth teams of CPA’s, attorneys, and other core advisors.
Among his many designations, he’s completed all three “gold standard” portfolio management programs, the Chartered Financial Analyst® (CFA®), Chartered Market Technician® (CMT®) and the Certified Investment Management Analyst® (CIMA®), as well as the CFP® and advanced Certified Private Wealth Advisor (CPWA®).
Jonathan’s been an active wealth practitioner with Camarda since graduating Florida State University with a degree in Risk Management. Jonathan founded Peak Alpha Wealth Management, and serves as Camarda’s Chief Investment Officer and Executive VP, Wealth Management.
Jonathan lives in Ocala, Florida with his wife, Deborah and their two beautiful daughters, Amber and Ashlyn. When he isn’t pursuing excellence for his clients, Jonathan enjoys spending time with his family, cross fit, cycling and watching football.