Prior to joining Balmoral Advisors, Jonathan was an analyst at Houlihan Capital and Ravinia Capital and was heavily involved with numerous transactions in a variety of industries including restaurant franchises, online marketing, commercial real estate and inland waterway transportation.  Jonathan attended DePaul University where he earned a B.S. in finance and accounting, graduating with summa cum laude honors.  He was also a 4 year Big East all-academic member of the Division 1 golf team and competed in numerous amateur golf events.  Jonathan is a CFA Level II candidate and a member of the Commercial Finance Association golf committee.