Champion of Partner Success
Jonathan Row is a Champion of Partner Success. In this role, he serves as our Partner Advisors’ advocate as they transition their business to AdvicePeriod. Working closely with all new Partner Advisors, Jon coordinates every aspect of their business, allowing Partners to spend more time with their clients and finding new ones.
Prior to AdvicePeriod, Jon was a Senior Operations Associate with Aristotle Capital Management and Vanguard—where he focused on account opening, asset transition and the new client experience.
Jon earned his B.S. in business administration from University of Arizona’s Eller College of Management.
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