Jonathan is a Senior Consultant with RVK and is located in our New York office. He joined RVK in 2001 and is currently the practice leader for the RVK Investment Operations Solutions Group (IOSG). This group has primary responsibility for providing project consulting and research including search and evaluation projects for trust/custody providers, recordkeepers, securities lending programs, transition management, and other operational consulting projects. Jonathan also currently serves as the Interim Head of RVK’s DC Solutions Group (DCSG), a team that provides expertise with plan and menu design reviews and restructures; assists with recordkeeper searches; complex fee analyses; regulatory research; industry trend reviews; DC-specific manager research and due diligence; and, review of participant communications.
Jonathan serves as a dedicated resource to many of the firm's largest client relationships while also holding a consulting and advisory role within the general RVK consulting organization.
Jonathan earned his BS degree in Economics with dual concentrations in Management and Finance from the Wharton School at the University of Pennsylvania. He is a shareholder of the firm.