Guest
Jonathan Freeman, CFP, CIMA, CFA
Jonathan Freeman, CFP®, CFA, CIMA®, Managing Director at Stonebridge Financial Group, is driven by a client-first philosophy. He excels at building enduring relationships, ensuring a deep understanding of each client's unique financial aspirations.
Leveraging a robust background that spans prominent firms like Fidelity Investments to the leadership of Stonebridge, Jonathan delivers sophisticated investment strategies focused on optimizing risk-adjusted returns and maximizing cost efficiency.
His commitment extends beyond financial expertise; he actively contributes to community initiatives, reflecting a holistic dedication to positive impact.