Jonathan D. Goike is a veteran Investment Advisor at Schwartz & Co. , specializing in wealth management for individuals and families for over two decades. He also serves as the firms Head Trader, overseeing the trade desk. He earned his Bachelor of Arts from the University of Michigan.
Jonathan appears to be active in his local community, having helped organize and serve on the committee for charitable golf tournaments. He maintains a connection to his alma mater, the University of Michigan, through alumni support, and appears to be an avid golfer.
Unique Fact: He combines his client-facing advisory role with the distinct, hands-on responsibility of being the firms Head Trader.
Jonathan Goike
Investment Advisor at Schwartz & Co.
Birmingham, Michigan, United States
Overview
Topics They Care About
Wealth Management
His primary specialty for over 20 years involves advising individuals and families on managing their wealth.
Trading Operations
As the firm's Head Trader, he is directly responsible for overseeing all trading desk management and execution.
Charitable Golf Events
He has been involved in his local community by helping to organize and participate in charity golf tournaments.
Media Appearances
Jonathan has no verified media appearances
Work History
5-2001
Investment Advisor at Schwartz & Co.
1-1999 - 5-2001
Sales Associate at Merrill Lynch
Education
1999 - 2002
BA from University of Michigan
More Information
Social Presence :
Prographics :
Exp : 27
Location : Birmingham, Michigan, United States
Job Level : N/A
Designation : Investment Advisor at Schwartz & Co.
