Jonathan J. Montville
After graduating from business school in early 2008, I began my financial career in the midst of one of the largest market downturns we\'ve experienced in generations. At the time, I was working as an analyst at JPMorgan for institutional clients including municipal and corporate pension plans, endowments, and foundations. That lesson in portfolio risk management, and, more important, patience with a long-term outlook, is a main focus of mine when partnering with families. I utilize both my Chartered Retirement Planning Counselor and Certified Divorce Financial Analyst designations as the team\'s primary financial planner.
2008: BBA, Ross School of Business at the University of Michigan, Ann Arbor, Distinction
- Big Ten All Academic Conference, varsity hockey
- Scholar Athlete Award, University of Michigan Athletic Department
2021: University of Detroit Mercy Law, Juris Doctorate (Non-Practicing Attorney)
- Dean\\\'s Academic Scholarship, Part-time evening program