Jonathan is a Managing Principal at Excelsis Research and is primarily responsible for Alternative Investment research, analytics, and due diligence for the firm. Jonathan is also responsible for asset allocation model construction as well as new business development and relationship management. Jonathan began his career at Graystone Consulting, an institutional consulting subsidiary of Morgan Stanley. There he provided investment research and consulting services to institutional clients and high net worth families. In 2012, Jonathan joined CapTrust Advisors, an independent institutional consulting firm based in Tampa, Florida, to lead alternative investment research and serve as a voting member of the Investment Research Committee. Jonathan received a BS in Finance, a BA in Marketing, and minor in International Economics from the University of South Florida. Jonathan holds the Chartered Alternative Investment Analyst® designation.