Jonathan Greenwich

Background

Jon leads a team of professionals with over 50 years combined experience in the financial services industry. He ensures that each client receives personalized attention and a top-tier service experience that surpasses expectations.

With nearly two decades of entrepreneurial experience in client-centric, service-based businesses, Jon possesses unique insights into the specific challenges faced by business owners and entrepreneurs. As a resident of the Washington, D.C., metropolitan area for over three decades, he has cultivated an extensive personal and professional network across various industries and organizations.

In addition to his entrepreneurial and financial background, Jon is a former Division I athlete and coach. He leverages this experience to assist young, aspiring athletes achieve their collegiate sports and educational goals. Jon believes that his combined experiences in finance, sports, and wellness allow him to deliver insightful solutions to help his clients achieve peak performance, personally and professionally.

Jon worked as an investment advisor representative (IAR) at Royal Alliance Associates and a financial advisor at MassMutual Greater Washington. His financial career began at Capital Financial Group in Reston, Virginia. Jon holds a bachelor's degree from the University of Maryland, College Park, and a Master of Science in Finance from Georgetown University. He is a Virginia insurance licensee and a board member on FuturePlan's Key Advisor board (Acensus). Additionally, he has passed the FINRA Series 7 and 66 exams.

Jon spends his free time coaching local youth baseball outside of work and enjoys outdoor activities such as hiking, skiing, and exercising