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Jonathan is the Chief Compliance Officer and Head of Special Projects at Trive Capital. His responsibilities include overseeing and managing regulatory compliance operations and firm initiatives for Trive Capital and its affiliates. Prior to assuming this role in 2021, Jonathan also served as CFO and oversaw the financial and tax reporting functions, as well as general fund administration.
Prior to joining Trive in 2014, Jonathan was Director of Private Equity Accounting for Jasper Ridge Partners, a global investment management firm which at the time managed over $11 billion of assets. While at Jasper Ridge, Jonathan managed the accounting and reporting functions for the private equity and real asset portfolios. In addition, he managed the client reporting for institutional and individual investors.
Before joining Jasper Ridge Partners, Jonathan was Controller for Oak Hill Strategic Partners, an exchange fund with $1.5 billion of assets under management. While at Oak Hill, he managed the back office and engaged in strategic planning related to tax matters, hedging activities and fund formation.
Jonathan earned a B.B.A. in Accounting from Southwestern Adventist University and is a Certified Public Accountant.
