Jonathan joined Waystone in 2022 and is based in the New York operation. As Executive Director, Jonathan works within the Global Structured Finance Team to lead the business development activities across the North America region. In this role, Jonathan liaises with third party providers such as lawyers, audit forms, corporate service providers and the corporate trustee to identify new opportunities and ensure each SPV is managed and administered correctly and all corporate governance obligations are met. Jonathan also works closely with the Structured Finance leadership team to research, identify, and analyse new opportunities.
Prior to joining Waystone, Jonathan was Director, Business Development at Ocorian, a provider of trust, administration and fiduciary services for companies, institutions, individuals and funds. In this role Jonathan worked within private equity, real estate, infrastructure, natural resource and private debt firms, creating and preparing marketing collateral and pitch books for fund administration, SPV and Capital Market service lines.
Jonathan holds a Bachelor’s degree in Finance and Financial Management Services from Fairfield University.