At Nucleus, Jonathon supports the team’s investment reporting and portfolio operations, helping ensure private asset data is accurate, timely, and decision ready. He works closely with analysts, fund managers, and Hightower’s reporting teams to streamline processes, strengthen controls, and improve how new investments and technology flow into client reporting. Joining the team in February of 2026, he is excited to grow as a NexGen leader while learning Nucleus’s full stack of portfolio management, from asset allocation to due diligence.
Jonathon’s background sits at the intersection of investment analytics and data infrastructure. He has worked across performance reporting, alternative investments, and real estate analytics, with a consistent focus on building clean systems, reconciling complex data, and making investment information both accurate and usable. He holds a B.A. in Theatre and Dance from James Madison University and a B.S. in Information Systems from the City University of New York. He is currently a Master of Science in Business Analytics candidate at Cornell University (Class of 2026) with a concentration in Finance, and he holds the Series 63 and Series 65 licenses.
The Nucleus value Jonathon identifies with most is Curiosity. He is wired to question assumptions, look for blind spots, and understand not just what the numbers say, but why. He believes strong decision making comes from intellectual honesty: surfacing risks, challenging narratives, and prioritizing truth over comfort. He values diverse perspectives, knowing they lead to better portfolios and stronger teams.
Outside of work, Jonathon spends as much time as he can in the mountains: technical routes, long days, and terrain that demands focus, humility, and perseverance. Some of his favorite climbs include routes on El Capitan, Devil’s Tower, the Royal Arches, the Wolf’s Head in the Wind River Range, and Mytikas on Mount Olympus. He is drawn to challenges that require preparation, problem solving, and resilience.
Jonathon and his wife, Rachel, live in Mount Vernon, New York, where they share a love of staying active and exploring new places. He enjoys digging into markets, training hard, and continually leveling up, whether that is on a wall or in the world of finance and data.