Jonathan brings 20 years of financial consulting and executive management experience to WilliamsMarston. Prior to WilliamsMarston, Jonathan was a Managing Director at Chord Advisors, LLC, a boutique accounting advisory firm serving more than 400 pre-IPO, public and private equity-backed growth companies on a variety of technical accounting, SEC reporting and capital markets transactions. While at Chord Advisors, Jonathan specialized in initial public offerings, SEC reporting, business combinations, equity financings, revenue recognition and Special Purpose Acquisition Companies (“SPAC’s”). His broad industry expertise includes financial services, technology, software, and life sciences.
Prior to Chord Advisors, Jonathan was the Head of US GAAP Accounting Policy at Jefferies Group in New York, a full-service global investment bank and institutional securities firm. While at Jefferies, Jonathan provided technical accounting and financial reporting advice on business combinations, consolidations, revenue recognition, stock-based compensation, goodwill impairment, financial instruments, fair value, earnings per share and leases. Jonathan led the firm’s implementation of new accounting standards, including of ASC 606, Revenue from Contracts with Customers, and ASC 842, Leases, and was a member of the AICPA Revenue Recognition Task Force for the Capital Markets Industry. Jonathan began his career in the Audit practice at KPMG LLP, primarily serving companies in the financial services industry.
Jonathan is a Certified Public Accounting in the State of New York and holds a Bachelor of Science in Accounting from Penn State University, where he graduated with distinction. He is also a CFA charter holder and a member of the CFA Institute.