Financial Literacy Club

Non-Member General Admission

Jonathan leads the Wealth Planning team at Alvarez & Marsal Private Wealth Partners (“AMPWP”). He and his team are responsible for developing customized wealth management and financial plans for high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments. His areas of expertise include estate and trust planning, transfer tax planning, business succession planning, insurance planning, investment planning, legacy planning, and philanthropic planning. Jonathan and his team work closely with clients and their advisors to develop estate, trust, and financial strategies to help clients meet their current needs and plan for their long-term objectives. Prior to joining AMPWP, Jonathan was the Head of Domestic Wealth Planning for North America at Citi Private Bank. Prior to Citi, Jonathan was a National Director in the Emerald Family Office at Wilmington Trust where he led the business owner services practice and led the estate settlement team. Prior to Wilmington Trust, Jonathan spent 5 years in the private practice of law, advising high-net-worth individuals in their estate and federal taxation planning. Prior to attending law school, Jonathan worked for four years in the international public accounting firm of PricewaterhouseCoopers LLP in the firm’s New York City banking and capital markets practice. Jonathan holds a JD from the University of Florida Levin College of Law and a bachelor’s degree in accounting from the University of Notre Dame. He is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and a member of the Florida Bar Tax Law and Real Property and Probate Law sections.

Hi <span contenteditable="false" data-custom-variable="{{firstname}}" fr-original-class="fr-deletable styled-tag-chip" fr-original-style style="background-color:rgb(248, 248, 255);border:1px solid rgb(191, 191, 255);border-radius:4px;color:rgb(42, 42, 196);padding:1px 8px;font-size:11px;line-height:16px;display:inline-block;margin:0px;overflow-wrap:anywhere;user-select:none;box-sizing:inherit">First name , Thank you for registering for our guest speaker event featuring Jonathan Fitzgerald on November 6th at 6:30pm.  If you have any questions, please contact info@longhornfinance.org Financial Literacy Club

Jonathan leads the Wealth Planning team at Alvarez &amp; Marsal Private Wealth Partners (“AMPWP”). He and his team are responsible for developing customized wealth management and financial plans for high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments. His areas of expertise include estate and trust planning, transfer tax planning, business succession planning, insurance planning, investment planning, legacy planning, and philanthropic planning. Jonathan and his team work closely with clients and their advisors to develop estate, trust, and financial strategies to help clients meet their current needs and plan for their long-term objectives. Prior to joining AMPWP, Jonathan was the Head of Domestic Wealth Planning for North America at Citi Private Bank. Prior to Citi, Jonathan was a National Director in the Emerald Family Office at Wilmington Trust where he led the business owner services practice and led the estate settlement team. Prior to Wilmington Trust, Jonathan spent 5 years in the private practice of law, advising high-net-worth individuals in their estate and federal taxation planning. Prior to attending law school, Jonathan worked for four years in the international public accounting firm of PricewaterhouseCoopers LLP in the firm’s New York City banking and capital markets practice. Jonathan holds a JD from the University of Florida Levin College of Law and a bachelor’s degree in accounting from the University of Notre Dame. He is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and a member of the Florida Bar Tax Law and Real Property and Probate Law sections.

Financial Literacy Club

Guest Speaker Event: Jonathan Fitzgerald

2201 Speedway

Non-Member General Admission

$10

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