Jonathan joined HB Wealth in October 2023 and is currently a Director, Private Markets within the Investment department, where he leads the diligence efforts for private equity and private credit opportunities for our clients. HB Wealth has invested across the spectrum of strategies within both asset classes, including buyouts, growth equity, direct lending, distressed, and niche strategies.
Before joining HB Wealth, Jonathan was a Vice President in Callan’s alternatives consulting group where he consulted with the firm’s institutional clients about all aspects of their private market programs. Prior to Callan, he served in the investments department at Southern Company, where he focused on investments across asset classes for the company’s pension plan and charitable foundations.
Jonathan received his B.B.A. in Finance from the University of Georgia where he graduated magna cum laude.
In his free time, Jonathan enjoys mountain biking in North Georgia and spending time with his wife and son.