Jonathan I. Shenkman, AIF® is the President and Chief Investment Officer of ParkBridge Wealth Management, where he serves as a financial advisor and portfolio manager for his clients.
Jonathan has spent his entire career in the investment business. Before founding ParkBridge Wealth Management, he spent a decade at Oppenheimer & Co. Inc., where he served as Director of Investments and worked with high-net-worth families, not for profit organizations, and corporate retirement plans. Prior to that, he worked at both Morgan Stanley and Merrill Lynch, leading a team that advised entrepreneurs, real estate investors, athletes, entertainers, hedge fund executives, and partners at major law and accounting firms. He also spent time in the research departments of several buy side investment boutiques.
Jonathan is a recognized thought leader in personal finance. He has facilitated hundreds of monthly symposia for accountants, attorneys, and financial planning professionals on current topics in wealth management. He is a prolific writer with approximately 400 published works appearing in major business periodicals, including Barron's, Bloomberg, CCH, CNBC, Forbes, Fortune, Kiplinger, Leimberg Information Services, MarketWatch, MSN, NASDAQ.com, Real Simple, TaxStringer, The CPA Journal, The Wall Street Journal, Trust & Estates, WealthManagement.com, and Yahoo! Finance. He is also a weekly financial columnist for The Jewish Press, where he focuses on financial planning and living a frum lifestyle. He is the author of a personal finance book for toddlers titled "D is for Diversification: The ABCs of Personal Finance."
Jonathan has been interviewed on the Wall Street Journal's Your Money Briefing podcast, ABC News in Chicago, and the widely listened to Kosher Money Podcast. He has spoken on behalf of several non-profit organizations, including Ohel, Yeshiva University, and the Orthodox Union, on timely topics in personal finance. He is the recipient of the 2018 Rising Star Award from Trusts & Estates Magazine and serves as a Wall Street Journal Expert Panelist. His weekly podcast, "Jonathan On Money," is available on all major podcast platforms and has an international audience.
Passionate about giving back, Jonathan supports various local, national, and international Jewish organizations and philanthropies. He especially enjoys sharing with clients his framework for charitable giving and leaving a meaningful legacy.
Jonathan received a Bachelor of Science in Finance from Yeshiva University and an MBA with a concentration in Real Estate from Baruch College. He is also an Accredited Investment Fiduciary®.
He lives in West Hempstead, New York with his family and enjoys documentaries, road trips, writing personal finance articles, and eating kakosh cake. He is also a semi-retired matchmaker.