Jonathan M. Satovsky founded Satovsky Assets Management in 2007, which provides advice on over $2 billion in assets and manages more than $700 million. Previously, Jonathan spent over thirteen years at American Express Financial Advisors, joining the Chairman’s Advisory Council as one of their youngest top ten advisors.
Jonathan recognizes every client has unique visions, goals, and preferences and offers a custom-tailored approach, aligning advice and portfolio structure to deliver financial peace of mind. He follows industry trends and technology developments, emphasizing continuing education and professional evolution.
Jonathan lives with his wife, Stacey, and their children, Adam, Julia, and Aerin.
