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Jonathan P. Straub

Jonathan P. Straub

Principal

BIOGRAPHY

Jonathan Straub is a Founder and Principal of AdvicePeriod. With broad-based business experience across finance, technology, legal, operations, and strategic planning, Jon’s primary focus is on building AdvicePeriod’s team of employees, strategic partners, and systems to bring innovative solutions to our clients.

Prior to launching AdvicePeriod, Jon spent the previous decade at Convergent Wealth Advisors. As Managing Director of its Advisory Group, he was responsible for Convergent’s client relationship management nationwide, including sales, client service, and operations as well as oversight of three offices and over 30 professionals. During his tenure, Jon led product development and operations of Convergent’s alternative investment funds, helped launch the firm’s west coast presence and post-acquisition integration with City National Bank, and also served as the lead relationship manager for a multi-billion dollar family office.

Before joining Convergent, Jon was a Principal with DeltaTech Partners, a Washington, DC-based venture firm focused on technology transfer and patent commercialization. Prior to DeltaTech, Jon began his career in the legal department of FleetBoston Financial.

Jon is a graduate of Boston College; graduating cum laude with a Bachelor of Science degree in Finance and he earned his Juris Doctor degree with honors from Suffolk University Law School. At Suffolk he was an editor of the Transnational Law Review. Jon has published a variety of articles in legal and investment journals. He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license and the Chartered Alternative Investment Analyst designation and is a member of the Massachusetts Bar Association.