Jonathan Coleman, CFA®
After a decade as an investment analyst, Jonathan believes investing is only part of a complete financial picture. He finds working with people much more interesting and rewarding than managing stocks and bonds. That’s why he joined Arrivity, to help people take control of their financial lives and achieve their goals.
Jonathan is a Chartered Financial Analyst with a BSc in Mathematics from the University of Edinburgh. He’s also a member of CFA Puget Sound.
Jonathan spends Saturday mornings watching English football, and daydreams about it much of the rest of the week. He also dabbles in investing, trying to beat the stock market – against his own best instincts – while keeping the bulk of his retirement portfolio in low-cost index funds.
Jonathan typically does planning for clients at the Scouting and Touring levels.