Jonathan Straub

Jonathan Straub, JD, CAIA is a Founder and Principal of AdvicePeriod, a $5 billion boutique RIA based in Los Angeles, CA. Prior to launching AdvicePeriod, Jon spent the previous decade at Convergent Wealth Advisors, building it into one of the nation’s first $10 billion RIA firms and leading its post-acquisition integration strategy with City National Bank. With executive leadership experience across wealth advisory, FinTech, and corporate strategy, Jon’s primary focus is building AdvicePeriod’s team of employees, partners, and systems into the integrated professional services firm of the future. In addition to advising Wellesley Asset Management, Jon serves as an Advisory Board Member to Betterment for Advisors, and is a venture investor to Just Invest, LLC (acquired by Vanguard), Advizr (acquired by Orion), Quovo (acquired by Plaid), Altruist, and Pathwater.