As a Director, Asset Management & Client Services, and as a registered Portfolio Manager (Advising Representative), Jonathan provides investment advisory services to high net worth (HNW) and ultra high net worth (UHNW) clients. His responsibilities include the construction and management of alternative investment portfolios that will achieve the specific goals of each of Westcourt’s clients. He is also involved in both business development and in the screening and analysis of alternative investment strategies.
Jonathan began his career in 2006 as an analyst with Certus Wealth Management. In this role he provided research and analysis on domestic and international investment strategies. He was also involved in executing precious metal spot and forward transactions and was responsible for monitoring portfolios in light of changes to market outlook and strategy.
Jonathan joined UBS Wealth Management, in Toronto, in 2010 where he was a Director on the Ultra High Net Worth team. In that capacity he managed some of the most complex transactions for UBS Canada’s largest clients. This included: hedge funds, private equity, foreign exchange forwards, equity options, structured products, fixed income, as well as domestic and international equities. Jonathan was also a voting member on UBS Canada’s local investment committee.
Jonathan holds a Bachelor of Arts (Honours) in Economics from Queen’s University and is a Chartered Financial Analyst (CFA) charterholder. He is registered as a Portfolio Manager (Advising Representative) in Ontario, Quebec, Alberta and British Columbia. He also has a great interest in languages having studied French, Spanish, German, Dutch, Mandarin and Russian.