A Lakeland, Florida native, Jonathan joined Capstone in 2013 after completing his baseball career and earning dual degrees in Finance and Accounting from Berry College. A CFA charterholder and fundamental investor at heart, he has grown alongside evolving markets, combining high-conviction, long-term positions with tactical trading driven by market structure and flow. Asked what truly drives markets, he often points to a favorite Charlie Munger quote: “Show me the incentive and I’ll show you the outcome.”

Outside the office, Jonathan spends time at his family’s farm in Iowa or in the field with his German Shorthaired Pointer, Winston.