Sarasota - The Shifting Economic Outlook and Impacts on the M&A Market

Jonathan Saunders is an Investment Specialist with the J.P. Morgan Private Bank in Tampa, Florida. He is part of an investment team advising families, foundations, and endowments in Southwest Florida on asset allocation, tactical trading strategies, and portfolio management.

Prior to his current role, Jonathan was an Analyst covering the high-net worth and ultra-high net worth markets for the J.P. Morgan Private Bank in Naples. He specialized in financial modeling and analysis on all aspects of the team’s client portfolios, including investments, credit, and trust and estates.

Jonathan graduated in December 2015 with a Bachelors of Science in Finance from Florida Gulf Coast University. During his undergraduate career, he participated in the Student Managed Investment Fund and was a youth member of the CFA Society of Naples.

Jonathan has always been passionate about education and poverty alleviation. He served as a founding member of the NextGen Board of Directors of Habitat for Humanity of Collier County, and he currently serves on the Finance Committee of the Glazer Children’s Museum and the Board of Directors of Pathfinder Outdoor Education, Inc. Mr. Saunders holds the Series 7, 63, 65, and Florida Life, Health, and Annuity securities licenses.