Jonathan Poster
About Jonathan Poster
Jonathan Poster serves as the Senior Vice President of Investments at Wedbush Securities, where he specializes in financial and retirement planning. With over 20 years of experience, he focuses on creating personalized investment strategies that align with clients' goals.
Work at Wedbush Securities
Jonathan Poster has served as Senior Vice President - Investments at Wedbush Securities since 2010. In this role, he focuses on developing personalized investment strategies that align with the individual needs and goals of his clients. His tenure at Wedbush Securities spans over 14 years, during which he has built a reputation for prioritizing open communication and minimizing surprises in financial planning.
Education and Expertise
Jonathan Poster holds a Bachelor of Arts (B.A.) in Psychology from the University of Massachusetts, Amherst. He furthered his education by obtaining a Master of Business Administration (M.B.A.) from Boston University - Graduate School of Management. His expertise encompasses financial and retirement planning, with a commitment to tailoring investment strategies to meet the specific expectations and lifestyles of clients.
Background
With over 20 years of experience in the financial industry, Jonathan Poster has a robust background in constructing personalized investment strategies. Prior to his current role, he worked as Vice President Investments at UBS from 2006 to 2010 and at Piper Jaffray from 2000 to 2006. His extensive experience in various financial products, including equities, mutual funds, and annuities, supports his client-focused approach.
Achievements
Throughout his career, Jonathan Poster has demonstrated a strong commitment to prioritizing clients' goals in both short and long-term financial planning. His focus on minimizing surprises through open communication has been a key aspect of his professional practice. His ability to specialize in a wide range of financial products further enhances his effectiveness in providing tailored investment strategies.