Jonathan Camarda

Jonathan Camarda has been specializing in building and preserving wealth for families and businesses since 1993. His experience in the areas of portfolio management, equity and bond markets, advanced estate planning for high net worth families, global macro analysis, alternative assets/hedge funds, along with technical and fundamental analysis has allowed Jonathan to be the proverbial wealth management ‘quarterback’ for his clients and their financial teams (CPA’s, Attorneys, Real Estate Professionals).

Jonathan’s industry knowledge is the result of ongoing education in the financial industry:

B.S. Finance/Risk Management, Florida State University, 1993

CFS Certified Fund Specialist, 2002

ChFC Chartered Financial Consultant, 2007

CFP Certified Financial Planner, 2010

CLU Chartered Life Underwriter, 2012

CMT Chartered Market Technician, 2012

CPWA Certified Private Wealth Advisor

CAIA Chartered Alternative Investment Analyst

CFA Chartered Financial Analyst

CFTe Certified Financial Technician

CIMA Certified Investment Management Analyst

CPEP Certified Private Equity Professional

CIBA Certified Investment Banking Associate

CHP Certified Hedge Fund Professional -Portfolio Analytics-Operational Due Diligence

Jonathan lives in Ocala with his wife, Deborah and their two beautiful daughters, Amber and Ashlyn. When he isn’t pursuing excellence for his clients, Jonathan enjoys spending time with his family, cross fit, cycling and watching football.