Jonathan joined the company in 2018 as the Chief Financial Officer. He is responsible for oversight of the financial and accounting functions and working closely with clients to analyze and assess their financial objectives. In addition to his accounting and finance oversight responsibilities, Jonathan also offers broad management, internal control and strategic advice to management.
Jonathan joins Optcapital with over 15 years of experience in accounting and finance. Prior to joining Optcapital, Jonathan worked as an auditor at GreerWalker LLP focusing primarily on middle markets with an emphasis on financial services clients and, previous to that, as a financial advisor with AXA. Jonathan earned his MBA in finance from The University of North Carolina at Charlotte and holds his FINRA Series 27 and 63 licenses. Jonathan is a native of Charlotte who enjoys spending time with his family and volunteering with local non-profits in his spare time.