Jonathan D. Batista is a Vice President and Financial Advisor with Bernstein Private Wealth Management. He works with high-net-worth families and individuals, charitable groups and small businesses and, together with their other professional advisors, helps clients make investment decisions optimized to meet their financial and philanthropic goals.
Jonathan is also a Retirement Planning Specialist and a member of Bernstein’s Defined Contribution team. In this role, he is responsible for advising defined contribution plan sponsors in Southern California.
Before joining the firm, Jonathan was a charitable planning consultant with Fidelity Investments, where he served as an advisor for charitable planning in the Southern California region for high-net-worth individuals to help them achieve their philanthropic goals. He earned a BA, cum laude, from Northeastern University.
