Jonathan joined Optima in 2025 and is the Chief Compliance Officer for Optima Asset Management LLC and FFT Wealth Management LLC. Jonathan brings over 20 years of compliance experience to the firm and was most recently the Chief Compliance Officer for SCS Capital Management. His past experience also included compliance roles with Commonwealth Financial Network, LPL Financial, and Raymond James. Jonathan has extensive expertise in private fund operations and private fund diligence, and led teams responsible for firm compliance functions. Jonathan is a CFA charterholder and is a member of CFA Society Boston. Jonathan has a BA in Economics and an MS in Business Administration from the University of Florida.
