Jonathan Rosner is a Wealth Advisor and Vice President at TritonPoint Wealth. His practice focuses on high-net-worth individuals and families, using a holistic approach to wealth creation and legacy planning. His bespoke approach includes implementing comprehensive investment and financial planning solutions based on his client’s unique goals and objectives. Working with clients to map out their futures, identify opportunities, and avoid the pitfalls that come with wealth accumulation is paramount to his process. Jonathan’s expertise in both traditional and alternative investments, portfolio construction, tax optimization, retirement planning, and executive compensation is the product of many years as an advisor.

Jonathan’s tenure in the industry dates from 2008. He grew up in Cleveland, Ohio and graduated with a Bachelor of Business Administration (BBA) with a concentration in Finance from Emory University’s Goizueta Business School. Jonathan served in a wealth advisory role in the Registered Investment Advisory space, as a fiduciary, for well over a decade. Most recently, prior to joining TritonPoint Wealth, he served as a Wealth Advisor in the Washington, DC area for Goldman Sachs. Before becoming an advisor, Jonathan worked at LCG Associates, where he focused on the investment side of the industry and provided institutional clients with manager due diligence across all asset classes. In 2010, he moved to the DC area and shifted to a market analyst role directly under the U.S. CIO at Deutsche Bank. In that role, he produced global capital markets guidance, the “House View” for the brokerage arms, as well as high conviction investment ideas for private clients.

Jonathan has a passion for philanthropy and community involvement. He currently serves as a member of the Greater Bethesda Chamber of Commerce and is also a contributing member of the Friends of the Israel Defense Forces (FIDF). Jonathan is an avid Cleveland sports fan, has a passion for playing baseball and golf, and enjoys cooking, as well as traveling.