Jonathan Leidy
Areas of Expertise
Qualifications & Experience
- B.S. in Managerial Economics, University of California, Davis
- Chartered Financial Analyst® charterholder
- CERTIFIED FINANCIAL PLANNER™ certificant
Media
Words to Live By
Client Experience Professionals
Team Members
About
Jonathan is a founding principal of Portico Wealth Advisors with over 20 years of industry experience. He began his career at Charles Schwab & Co. and has held positions at several local advisors.
At Portico, Jonathan serves both individual and retirement plan clients, with an emphasis on the latter. His primary responsibilities include working with existing clients, designing and implementing enhancements to the firm’s fiduciary services for retirement plans, and developing planning strategies for high-net-worth individuals and their families. He also leads the firm’s business development and marketing efforts.
Jonathan is a Marin native. When he’s not working with clients, you can find him on the golf course, hiking the trails of Marin, or rooting for the Warriors, Giants, and 49ers. He is also very involved with two local nonprofits: Young Men’s Ultimate Weekend and 100MARIN, the latter he helped to create.
He lives in Larkspur with his wife, Erin, and their French Bulldog, Beaumont.