Jonathan Wolf

Jonathan Wolf

Chief Operating & Business Development Officer (COO/CBDO), First United Legacy Advisors
Houston, Texas, United States

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Work Experience

First United Bank & Trust

Chief Operating & Business Development Officer (COO/CBDO), First United Legacy Advisors

2022-01-01 - Present

Marathon Financial Services Group

Partner, Marathon Ventures & Marathon HMG

2020-01-01 - Present

Broadway Bank

CEO of Broadway Wealth Solutions Inc.

2018-01-01 - 2020-01-01

HeronsRock SCG, LLC

President & CEO

2014-01-01 - 2017-01-01

St. Johns IMC

Principal & Portfolio Manager

2014-01-01 - 2017-01-01

BBVA

Senior Analyst, Office of the CIO

2010-01-01 - 2010-01-01

AllianceBernstein

Senior Analyst & Team Leader, Sanford C. Bernstein & Co.

2007-01-01 - 2010-01-01

Brown Brothers Harriman

Analyst

2006-01-01 - 2007-01-01

Fisher Investments

Analyst

2005-01-01 - 2006-01-01

Invesco Ltd.

Equity Derivatives Analyst, AIM Investments/Center Cooperative

2003-01-01 - 2005-01-01

Skills

deposits loans investments trust treasury management mortgages small business loans small business deposits

Languages

No Languages Available