Find an advisor / Jonathan Anderson

Jonathan is responsible for leading the enterprise strategy and execution across technology, data, and platform initiatives across the firm. He brings deep experience in delivering complex, cross‑functional programs in regulated environments, with a focus on advisor enablement, operational scalability, and client experience. He is accountable for translating strategic priorities into execution‑ready initiatives spanning digital onboarding, CRM and data modernization, AI enablement, reporting and analytics, and third‑party platform integration. Jonathan works closely with leaders across the firm as well as external partners to ensure outcomes are measurable, audit‑safe, and aligned to long‑term firm strategy.

Jonathan is known for his hands‑on, delivery‑oriented leadership style that balances innovation with operational discipline. He believes on clear ownership, accountability, and sustainable adoption—particularly in embedding data and AI capabilities into day‑to‑day advisor and operational workflows.