Jonathan is a Vice President and Charitable Solutions Strategist for Baird Trust. He provides trust administration and client service, focusing on charitable trusts and charitable organizations. He has 10 years of experience in the investment industry and holds the Certified Trust and Fiduciary Advisor designation. Jonathan is a member of the American, Kentucky, and Louisville Bar Associations and a member of the Taxation Section of the Louisville Bar Association, previously serving as Chair.
Jonathan spent twelve years with Kaplan Test Prep and Admissions, where he worked as a Faculty Manager, and one year with the Internal Revenue Service’s Office of Chief Counsel as a Legal Intern. He received a Bachelor of Arts from Loras College, a Master’s from University of Houston, and a J.D. from the University of Louisville’s Brandeis School of Law. He serves on the Executive Committee of the Estate Planning Council of Metro Louisville and is a member of the Donors Forum of Kentuckiana. He has served on several boards of local non-profits and actively volunteers for others. Jonathan joined our firm in 2012.