A Lakeland, Florida native, Jonathan joined Capstone in 2013 after wrapping up his baseball career and earning dual degrees in Finance and Accounting from Berry College. A CFA charter-holder and fundamental investor at heart, he's evolved alongside the markets themselves - pairing high-conviction, long-term positions with tactical trading shaped by market structure and flow. Ask him what really moves markets, and he'll often reach for a favorite Charlie Munger line: "Show me the incentive and I'll show you the outcome."

Outside the office, Jonathan can be found at his family's farm in Iowa or out in the field with Winston, his German Shorthaired Pointer.