Meet Jonathan
Jonathan is a Sr. Portfolio Consultant based in Boston, Massachusetts. He joined Mercer Advisors through the acquisition of O’Brien Wealth Partners. As part of the investment team at O’Brien Wealth Partners, he focused on fund manager due diligence and trading. Jonathan earned a B.S. degree in business administration with concentrations in finance and accounting from Northeastern University. He began his career in financial services in 2015.
His working style
Jonathan focuses most of his work on the details of the investments offered at the firm, but appreciates bringing that knowledge to clients in a more tangible way. Additionally, he appreciates discussing how to integrate values into the investment process and finding other novel solutions to client needs.
Jonathan in real life
What keeps you busy outside of work?
I love to run, and am trying to do a half marathon in every state. As of 2025, I’m over 20% of the way there!
How do you give back?
I volunteer at a local cat shelter in honor of our rescue cat, Twyla.
Favorite thing about where you live?
I love that Boston has so much to explore and enjoy. There is always something new out there to try!
Jonathan’s snapshots
Meet Jonathan’s Teammates
Qing Yang
Sr. Research Manager
What Jonathan Says
Qing and I have worked together for several years as investment professionals. He is incredibly detail-oriented and makes sure his clients are given his focus and incomparable problem-solving skills. All the clients we’ve worked on together have raved about him.
Austin Litvak
Director, Investment Research
What Jonathan Says
Austin and I have been working together as investment professionals for several years. He possesses an unbelievable ability to simplify the challenging investment work he does. He has mentored me to develop an appreciation for lifelong financial learning.
Timothy Pilczak
Sr. Wealth Advisor
What Jonathan Says
Tim and I have worked on several client relationships together. All of his clients appreciate the amount of care he puts into his work and feel personally connected to him because he prioritizes their needs.
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