Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- Uo
Lists including Jonathan
Work Experience
2018
Senior Wealth Manager
2018
Built on a proud tradition of experience and innovation, Mayflower Advisors is an independent registered investment advisor (RIA) that offers private wealth management, retirement plan consulting and foundation/endowment advisory services. The Boston-based team has partnered with three generations of clients to help meet long-term financial goals with its flexible, scalable infrastructure and custom planning solutions. Mayflower Advisors embraces a client-centric, entrepreneurial culture that promotes stability, accountability and teamwork. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by investment advisor representatives through Mayflower Financial Advisors, LLC (dba Mayflower Advisors, “Mayflower”), a registered investment advisor. Private Client Services and Mayflower are unaffiliated entities.
2022
Co founder/Managing Director
2022
Water Bear Ventures is an early-stage venture fund investing in entrepreneurs who thrive in harsh environments - just like the creature, the Water Bear
2021
Seed Investor
2021
2020
Seed Investor
2020
2021
Member
2021
2020
Managing Director
2020
TWO39 Ventures allows Family Offices & High Net Worth Investors to have more control over their venture capital portfolio by choosing their own investments from our highly selective and curated list of venture capital opportunities.
2012 - 2018
Financial Advisor - Global Wealth & Investment Management
2012 - 2018
2010 - 2012
Staff
2010 - 2012
Ernst & Young is a global leader in assurance, tax, transaction and advisory services. Worldwide, our 152,000 people are united by our shared values and an unwavering commitment to quality. We make a difference by helping our people, our clients and our wider communities achieve their potential.